https://www.youtube.com/watch?v=ylvxyjsg5bw
THE agribusiness Brazilian should move this week with the Agrishowthe largest fair in the sector in the country. According to Jean Miranda, analyst at BTG Pactualthe trade war brings to Agro do Brasil a base scenario similar to what happened during the first term of Donald Trump.
“In 2018 the United States lost part of the soy market in China And Brazil won this space, ”said Miranda, in an interview with Market this Monday (28).
Beyond soythe analyst points out that protein exports can surf the opening of more markets. According to Miranda, companies were already a good time before the tariff and should present good results in the first quarter of 2025 (1T25), especially for chicken and swine.
However, Miranda highlighted the negative day for the refrigerators, who appear among the largest falls in the Ibovespa (Ibov), especially Minerva (BEEF3), which fell more than 4% around 1:30 pm.
“There is a feeling in the market that if the company generates cash, it needs to distribute somehow to investors. If the company generates cash, but is turning this resource to investments that will only give some results in the future, which is the case, investors end up not enjoying it,” he said.
Busy week in Brazil and the USA
In addition to Agro, the trend is agitated week in markets, even with holiday on Thursday (1), due to the disclosure of the results of large companies as Gerdau (GGBR4), Santander (Sanb11) and Weg (WEGE3).
In the US, in addition to the results of four of the “seven magnificent” (Amazon, Apple, Goal and Microsoft), data from the labor market, GDP and inflation will be disclosed.
After the holiday, in the first week of May, the Central Bank’s Monetary Policy Committee (Copom) meets to define what happens with Brazil’s interest rate. The Federal Market Committee (FOMC) also defines interest in the US.
The expert commented on the possibility of reducing the Selic Terminal rate and the federal decision reserve on US interest rates. To follow the full program, visit the Money Times channel on YouTube.
Source: Moneytimes
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