At 10:22 am (Brasilia time) this Thursday (2), the Ibovespa It showed a moderate increase of 0.81%, to 173,132.11 points, but with an accumulated decline of 0.11% in the partial week. On the previous day (1st), the main indicator of Brazilian Stock Exchange (B3) It fell 0.20%, to 171,688.61 points. Of greater weight in the composition of B3, the actions of Vale (VALE3) and from Petrobras (PETR3; PETR4) They advanced 1.18%, 0.60%, and 0.34%, respectively. This morning, investors' attention is focused on new US labor sector data and inflation indicators from Brazil. According to… Department of Labor (DOL)The United States created 57,000 new jobs in June 2026, a slowdown compared to the 129,000 in May (revised figure from 172,000). The market projected the creation of 114,000 jobs last month. Furthermore, the DOL It also reported that the US recorded 215,000 new cases. unemployment benefit claims In the week ending June 27th, the result came in below the 219,000 applications expected by the market, and represents a decrease of 1,000 applications compared to the previous week (revised figure from 215,000 to 216,000). The day before, the president of… Federal Reserve (Fed)Kevin Warsh reinforced the institution's commitment to controlling inflation, reducing expectations of monetary easing in the short term. According to the tool FedWatchof CME GroupMost of the market continues to project an interest rate hike by October, with the possibility of another increase by the end of this year. In Brazil, the main indicator of the day was… the Consumer Price Index (IPC-Fipe)The Brazilian inflation index, which advanced 0.18% in June, slowed compared to the 0.45% increase recorded in May. In the first half of the year, inflation measured by the index reached 2.11%, while over 12 months it accelerated to 3.92%, compared to 3.65% recorded in the period ending in May. In the political arena, investors continue to monitor developments regarding sanctions imposed by the US against two Brazilian citizens and three companies investigated for alleged links to the Primeiro Comando da Capital (PCC). In a statement, the National Secretariat of Justice stated that the measures may precede "even more serious actions" taken outside of traditional international cooperation mechanisms. The discussion about [the following also remains on the radar]. Proposed Amendment to the Constitution (PEC) which alters the work schedule. The president of the Senate, Davi Alcolumbre, defended the removal of the transition period foreseen in the text approved by the Chamber of Deputies for the reduction of the weekly work schedule from 44 to 40 hours. The proposal, however, has not yet begun its legislative process in the Senate.

This text was translated by machine from Brazilian Portuguese.