With NY and Copom, Ibowespa 6 High Series and Falls 0.42% | The economy
The disruption of the Six -Hai series, long since last August, followed the moderately negative day abroad abroad and declined by 0.42%at 131,954.90 points, which rose at $ 24.1 billion. On Thursday, it started at 132,504.90 points from 20, 131,813.03 to 132,712.52 points. During the week, it gets a gain of 2.37% and increases 7.50% in the month – during the year, 9.75% develops.
The limited number of shares could be departed from downtown, especially at Minerva (+8.41%), Marfrig (+6.70%) and JBS (+4.27%). At the opposite tip of Ibovespa, the emberer (-6.72%), PETZ (-4.54%) and LWSA (-3.99%).
In blue chips, discrete adjustments in the whale (on -0.31%) and petrobrass, which became close to the closure ( +0.46%, PN +0.22%). In large banks, the risks are between 0.48% (Bradesco PN) and 1.59% (Santander unit, less day when closing).
For Melver’s analyst Inacio Alves, Ibovospa’s short testimony comes after prolonged gains, in a few days, including New York, including New York, there is an ongoing rotation towards developing investment options such as Brazil and Europe. And remember that Selic has increased to 14.25% per year, as expected, has been the highest since 2016.
“In the short term, the market must be unstable, in accordance with inflation and tax objectives. If the IPCA does not fall back, it can press the BC for longer and to curb growth.”
According to him, the future interest rates have already been set at an additional 0.5 percentage point price at the next Copom meeting in May, which is up to 14.75% per year – Alves said.
“The recent discharge movement in the stock market is the NTIC torture of the Variable Lace Position Assembly and the interest cuts before taking place here,” said Anderson Silva, head of the variable income table and GT Capital partner. “After consecutive days of the dollar falling, the flow of foreign capital is driven, which is mainly entered into our fixed income – and now asks for variable revenue – it is a day maximum for American currency,” he said. This Thursday, American currency quoted today at R $ 5,6758, which increased by 0.49%.
The Federal Reserve is reduced to depression in depression in the United States and represents feasible interest cuts – two later this year, developing countries such as Brazil are attractive to dangerous investment. During this Thursday session, he highlighted the performance of the fridge sector actions such as Marfrig and JBS, as well as the Minerva at the tip of Ibovespa, after quarterly results, caught the attention of income growth and strong cash production.
“The JBS still benefits from the news about the starting of capital abroad. And Marfrig has been receiving the fruits of the latest outcome of the latest result, which has mainly highlighted its net income growth and leverage has decreased,” the GT Capital variable adds the head of the income table.
