Ibovespa opens falling on Monday (5) (Image: Reuters/Amanda Perobelli)
THE Ibovespa (Ibov) opens the trading session on Monday (5) in falling, with the tariff war still on the rise and the projections of the Focus Bulletin before the monetary policy committee meetings (Copom) and federal open market committee (Fomcin the acronym).
Around 10:05 am (Brasília time), the main index of the Brazilian stock market retreated 0.09%, at 135.006.10 points.
THE dollar In sight also opened in fall on Monday. At 9:58 am (Brasília time), the currency retreated 0.29%, to R $ 5,6410 in the sale.
Day Trade
Results
Check out the 5 subjects that impact Ibovespa on Monday (5)
1 – Projections for Selic and Inflation of 2025 slowed before Copom
The projection for the inflation from 2025 slowed from 5.55% to 5.53%, in the Focus Bulletin this Monday (5). The readjustment happens before the meeting of Copomwhich happens this week, on May 6th and 7th.
For 2026 and 2027, projections remain at 4.51% and 4.00%, respectively. For 2028, economists reduced from 3.78% to 3.80%.
In relation to Selicthe economists readjusted expectations for 2025 of 15%, to 14.75%. For 2026 and for the next two years, the prospects for the basic interest rate are 12.50%, 10.50%and 10%.
2- Gerdau (GGBR4), Engie (EGIE3) and 2 other companies have ‘date with’ for millionaire dividends
Four companies have ‘date with’ scheduled for dividends This week back from the Labor Day holiday. This Monday, investors of the ENERGISA MATO GROSSO (Enmt4) guarantee the installment of R $ 0.372 in dividends.
On Tuesday (6), the ENGIE BRAZIL (EGIE3) has “data-with” for dividends in a total of R $ 715 million, or R $ 0.88 per share. Payment has not yet had a date set by the company.
Finally, on Thursday (8), shareholders of the Gerdau (GGBR4) and Metallurgical Gerdau (Goau4) will have the right to receive dividends of R $ 0.12 and R $ 0.08 per share, respectively.
3 – ‘The agenda that should have been, but it was not’
Us United States (USA), the preview of the budget of Donald Trump for 2026 provides for a reduction of approximately US $ 163 billion in government expenseswith especially severe impacts on education – which would have a budget shrunk by $ 12 billion – and health, whose funds would be reduced by more than half, from $ 9 billion to $ 4 billion.
Housing, environment, work and foreign aid programs would also suffer cuts. In total, the proposed budget would be 23% below current levels of spending.
On the other hand, Trump proposes a 13% increase in military expenses, surpassing the symbolic mark of US $ 1 trillion, as well as a 65% increase in border security financing, highlights Matheus Spiesssanalyst of Empiricus Research.
However, it is a typical proposal for a “lean budget”, that kind of letter of intent that presidents often present at the beginning of the term of office-“another compendium of political aspirations than a realistic approval plan in Congress”.
“The dilemma, therefore, is in the contrast: a technically promising economic agenda emerging from the ruins of a makeshift commercial strategy,” he says. “Still, it is worth accompanying – perhaps, even by accident, something good finally happens,” he concludes.
4- On the eve of the IPCA
In addition to the projections of Selic and inflation for 2025 to have been reduced, the economists heard by the Central bank (BC) They also readjusted the projection for April inflation. The broad consumer price index (IPCA), which leaves on Friday (9), should slow down 0.43%, according to the Focus Report of this Monday.
It is worth noting that in March, the IPCA rose 0.56%. In reading, the largest influences came from food and beverage groups, which registered a 1.17% increase and impact of 0.25 pp, and personal expenses, with 0.70% and 0.07 pp
The accumulated of the IPCA-15 year follows above the ceiling of the Central Bank inflation target in 2024. The target is 3%, with tolerance of 1.5 percentage point (PP) down or up.
5- ‘The end of an era’
In Omahathe financial market heard the announcement that had hoped for years as an inevitable shadow: Warren Buffett until the end of 2025 will leave the CEO of CEO Berkshire Hathaway.
Second Matheus Spiesss The news came without rehearsal, surprising even Greg Abel, his successor in the function. “The initial silence quickly gave way to a long acclamation of foot: an executive was not applauded, but an entire age of the history of capitalism,” he said.
Now, the market not only loses Berkshire CEO, but one of the last bastions of a more patient, humble and methodical vision about the act of investing. “The example is, and with it the uncomfortable question: has the market learned enough from Buffett to continue without it?” He ponders.
*With information from Reuters
Source: Moneytimes
I am an author and journalist with a focus on market news. I have worked for a global news website for the past two years, writing articles on a range of topics relating to the stock market. My work has been published in international publications and I have delivered talks at both academic institutions and business conferences around the world.
