At 10:23 am (Brasilia time) this Tuesday (26), the Ibovespa registered a moderate decrease of 0.56%, to 176,818.73 points. The day before (25), the main indicator of Brazilian Stock Exchange (B3) It rose 0.91%, to 177,815.72 points. Among the companies with the greatest weight in the composition of B3, the actions of Vale (VALE3) They rose 0.16%, while those of Petrobras (PETR3; PETR4) Brazilian oil prices were operating in negative territory: with a downward bias (-0.08%) and a drop of 0.28%, respectively. This morning, investors were reacting to new signs of tension in the Middle East following US attacks in southern Iran. According to information from the US government, the US struck missile launch platforms and vessels attempting to lay mines in the Strait of Hormuz. The offensives occurred while Iranian representatives were participating in meetings in Doha to discuss a possible peace agreement mediated by Qatar. US Secretary of State Marco Rubio stated today that an agreement with Iran could still "take a few days," frustrating some market expectations for a quick solution to the conflict. Against this backdrop, oil prices were trading without a clear direction, with Brent crude rising on the Intercontinental Exchange (ICE), while WTI crude registered losses on the New York Stock Exchange (Nymex). Domestically, the focus remains on Brasília. The special committee of the Chamber of Deputies analyzing the proposed constitutional amendment (PEC) to end the 6×1 work schedule postponed the vote on the report presented by Deputy Leo Prates after a request for review by members of the Liberal Party (PL). Despite the postponement, the market believes the proposal should move forward, especially after favorable statements from the Speaker of the Chamber, Hugo Motta, and President Luiz Inácio Lula da Silva. Also in the political arena, the Federal Police launched a new phase of Operation Compliance Zero, investigating possible financial crimes involving Rioprevidência (the state's pension fund). One of the targets of the operation is the former governor of Rio de Janeiro, Cláudio Castro. Meanwhile, Senator Flávio Bolsonaro is in Washington attempting to schedule a meeting with Trump, which has not yet been confirmed by the White House. The senator is facing political damage following the repercussions of the Dark Horse case, involving his relationship with former banker Daniel Vorcaro, a situation that has impacted recent polls of voting intentions for the 2026 presidential elections.

This text was translated by machine from Brazilian Portuguese.