At 10:22 am (Brasilia time) this Thursday (30), the Ibovespa registered a moderate increase of 0.65%, to 175,008.37 points, with an accumulated gain of 0.36% in the partial week. On the previous day (29), the main indicator of Brazilian Stock Exchange (B3) It fell 1.52%, to 173,885.34 points. Among the companies with the greatest weight in the composition of the B3, the Vale (VALE3) and the actions of Petrobras (PETR3; PETR4) They are trading with gains of 1.79%, 0.25%, and 0.43%, respectively. This morning, the market continues to react to the decision of… Federal Open Market Committee (FOMC)The Federal Reserve, which on Wednesday (29) maintained the basic interest rate in the United States in the range between 3.50% and 3.75% per year. The decision was approved by 9 votes to 3, with some officials advocating for a 0.25 percentage point increase. Attention also remains focused on the statements of the Fed chairman, Kevin Warsh, who avoided signaling the future trajectory of interest rates — a strategy known as forward guidanceIn a press conference, Warsh stated that the central bank "will not hesitate" to act if inflationary pressures persist, but did not detail what factors could lead to further rate hikes, which generated divergent interpretations among investors. Regarding economic indicators, the market is watching the release of [data/information] on Thursday. Gross Domestic Product (GDP) from the United States regarding the second quarter, in addition to the data from PCE core, the Fed's preferred measure of inflation, and of weekly unemployment benefit claimsRegarding US GDP, the first preliminary reading of Department of Commerce (DOC) shows a 1.5% annual growth rate in the second quarter of 2026. The market projected growth of 2.1%. Bureau of Economic Analysis (BEA), connected to DOC, reported that the PCE It fell 0.1% in June, below the 0.5% recorded in May (revised from 0.4%), but in line with market projections. Meanwhile, O United States Department of Labor (DOL) The country reported 197,000 new unemployment claims in the week ending July 25. This figure was below the 201,000 applications expected by the market. In the energy market, oil prices were operating with a slight decline, reflecting the combination of negotiations involving Oman and Iran regarding the future of the Strait of Hormuz and the escalation of military tensions in the Middle East. According to information released by the United States, US forces carried out attacks against dozens of targets of the Islamic Revolutionary Guard Corps in Iran, in response to the launch of Iranian ballistic missiles against US military positions in the region. Among corporate earnings reports, Meta reported a net profit of US$15.85 billion in the second quarter of 2026, a 13.6% decrease compared to the same period of the previous year, reflecting increased investments in artificial intelligence. Microsoft, on the other hand, reported a net profit of US$35.77 billion in the fourth fiscal quarter of 2026, a 31% increase year-over-year. In Brazil, the market is closely monitoring the political landscape and the release of corporate results. Ambev reported a net profit of R$ 3.47 billion in the second quarter, a 24.5% increase over the same period in 2025, while Vale's figures are expected after the market closes. Among domestic indicators, the… General Price Index – Market (IGP-M) It fell 1.16% in July, after a 0.50% drop in June, according to… Getulio Vargas Foundation (FGV). The result fell short of market expectations, which projected a contraction of 1.09%. Meanwhile, Brazilian Institute of Geography and Statistics (IBGE) It reported that the unemployment rate fell to 5.4% in the moving quarter ending in June, compared to 6.1% in the previous quarter and 5.8% in the same period of 2025, reinforcing the resilience of the Brazilian labor market.
This text was translated by machine from Brazilian Portuguese.