IBOVESPA (IBOV) opens up and reverberates 1T25 inflation and balance data; 5 things to know when investing today (9)

IBOVESPA (IBOV) opens up and reverberates 1T25 inflation and balance data; 5 things to know when investing today (9)

Ibovespa opens up this Friday (9). (Image: Reuters/Amanda Perobelli)

THE Ibovespa (Ibov) opens the trading session this Friday (9) on the rise, with first agreement commercial on the radar.

Around 10:04 am (Brasília time), the main index of Scholarship Brazilian advanced 0.15%at 136,435.03 points.

THE dollar In view, he surrounded stability before the real on Friday, on his way to close the week with little variation, as investors awaited the discussions between authorities of authorities States United and China over the weekend while evaluating data from inflation in Brazil.

At 10am (Brasília time), the dollar In cash, it advanced 0.01%, at R $ 5,6615 in the sale.

On the corporate side, the first quarter balance sheets of 2025 (1T25) follows with the dissemination of the results of the Porto Seguro (PSSA3) and Braskem (BRKM5).

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Check out the 5 subjects that impact Ibovespa this Friday (9)

1 – IPCA rises 0.43% in April and accumulates high of 5.53% in 12 months

The National Consumer Price Index (IPCA), that measures inflation Official of Brazilrose 0.43% in April, according to the Brazilian Institute of Geography and Statistics (IBGE) This Friday (9). The number indicates a deceleration compared to 0.56% rise in March.

THE inflation accumulates high 2.48% in the year and from 5.53% in 12 months. Last month, these numbers were 2.04% and 5.48%, respectively.

The accumulated one year of the IPCA follows above the ceiling of the inflation target pursued by the Central bank in 2024. The target is 3%with tolerance of 1.5 percentage point (PP) down or up. That is, considering the band, inflation can be 1.5% in the minimum and 4.5% in the maximum.

2- Can IPCA indicate a new increase in interest?

The last trading session was gains, with the United States and United Commercial agreement showing that the White House is willing to negotiate reciprocal tariffs and avoid a trade war. But that was yesterday. Today (9), the Brazilian market follows the dissemination of inflation.

The discharge of the indicator above the projections can bitter investors mood. This is because, in the statement last Wednesday (7), the monetary policy committee (Copom) has not provided guidance for the June decision – one of the most anticipated points in recent days.

“For the next meeting, the scenario of high uncertainty, coupled with the advanced stage of the adjustment cycle and its impacts accumulated as they are observed, demand additional caution in the performance of monetary policy and flexibility to incorporate the data that impact inflation dynamics,” the statement said.

With the lack of clarity of the statement, the market is now divided between the monetary tightening end bets already in this decision and the chance of a last 0.25 percentage point in the current monetary tightening cycle at the next Copom meeting in June.

3 – USA and China should start negotiations on Saturday (10)

Outside, the day is a empty agenda, with the market still taking advantage of the optimism with Trump’s future trade agreements.

On Saturday (10), the US and China should start negotiations in search of a trade agreement. United States Treasury Secretary Scott Bessent, and Chief Trade Negotiator Jamieson Greer, will meet with China’s main economic authority in Switzerland.

However, Bessent has stressed that this first conversation will focus on reducing commercial tensions between the two countries, and that a major deal should not be expected.

In April, the two countries climbed a trade war with the increase in tariffs against imported products – 145% imposed by the US and 125% by China.

4- Itaú (Itub4): Profit rises 14% and goes to R $ 11 billion in 1T25, in line with expectation

THE Itaú (Itub4) registered profit Recurrent Management of R $ 11.1 billion In the first quarter of 2025, up 14% compared to the same period last year, it shows a document sent to the market on Thursday (8).

The figure was within the expectation of Bloombergwho was waiting for a profit of $ 11 billion.

According to the bank, the number was motivated by combining a healthy mix of the credit and one default controlled.

Known for being a Swiss clock, due to its delivery of recurring results, Itaú thus confirms the good operational moment that has lived in recent years.

5- B3 (B3SA3) has a stable recurrent profit at R $ 1.13 billion in the 1st quarter

B3 (B3SA3) registered recurring net profit practically stable in the first quarter compared to the same period last year, at R $ 1.13 billion, according to results report released on Thursday.

Analysts, on average, expected net income of $ 1.16 billion for the São Paulo scholarship operator in the first three months of the year, according to data compiled by LSEG.

*With information from Reuters

Source: Moneytimes

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