Ibovespa opens up this Tuesday (13) (Image: Reuters/Amanda Perobelli)
THE Ibovespa (Ibov) Opens the trading session this Tuesday (13) in light high. The main index of the Brazilian scholarship rose 0.17%at 136,802.12 pointsaround 10:06 am (Brasília time).
THE dollar in sight loses strength before the real in the early hours of negotiations with the truce in the trade war between States United and Chinawho made a reduction agreement of additional import tariffs last weekend. The repercussion of the minutes of the latest meeting of the Monetary Policy Committee (Copom) also reverberates on the exchange rate.
At the same time, the dollar in sight would R $ 5,6358 (-0.60%).
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5 subjects to know when investing in Ibovespa this Tuesday (13)
1 – Copom Minutes
The minutes of the last meeting of the Monetary Policy Committee (Copom) concentrates the attention of the market on Tuesday (13). Last week, the BC collegiate raised Selic at 0.50 percentage point (PP), to 14.75% per yearand left the window open to a possible end of the monetary tightening cycle.
The document, released earlier today by the Central Bank (BC), stressed that uncertainties around economic policy in United States and the tariff war against China have an impact on expectations and inflation. For the directors, the external environment “is adverse and particularly uncertain.”
The BC collegiate also stated that expectations are still disagreeed, which makes it appropriate to have high interest rates longer. “In the discussion on the theme of inflation expectations, the main conclusion obtained and shared by all members of the committee was that, in an environment of disenchanted expectations, a higher monetary restriction and longer than once would be appropriate,” the document said.
The minutes also indicated that, given the current and future fiscal policy, it will adopt the conduct of appropriate monetary policy for the convergence of inflation to the goal.
2- Lula in China
President Luiz Inacio Lula da Silva is traveling to China to participate in the China-Celac Forum, which brings together Latin American and Caribbean authorities. .
In one of the meetings, Lula and the president of China, Xi Jinping, defended multilateralism and free trade, amid the tariff war started by the United States and reaching the two countries.
“China and Brazil are determined to unite their voices against unilateralism and protectionism. The uncompromising defense of multilateralism is an urgent and necessary task,” said Lula. “Commercial wars have no winners. They raise prices, depress economies, and run the most vulnerable income in all countries.”
This was Lula’s third with Xi since the Brazilian president took office in January 2023, highlighting the narrowing of Brazil’s relations with China, his largest commercial partner.
3 – Corporate Balances
The corporate balance sheets of the first trimester of 2025 (1T25) continue to vying for the attention of investors. The numbers of Petrobras (Petr3; Petr4), Sabesp (SBSP3) and Natura (NTCO3) They are among the highlights.
THE Petrobras (Petr3; Petr4) registered net profit of R $ 35.21 billion in 1T25, up 48.6% compared to the same period of the previous year, with positive impacts of an accounting nature, even related to the exchange rate. With the result, the state -owned company approved a payment of R $ 11.7 billion in dividends and interest on equal capital (JCP) to shareholders.
THE Sabesp (SBSP3) he had net profit R $ 1.5 billion in 1T25, a 80% jump against the first three months of 2024 and above the average expectation in the market. Analysts expected profit of R $, 2 billion in the period, second average of the estimates compiled by LSEG.
Already the Natura (NTCO3) reported a net loss of R $ 150.7 million in 1T25, a drop of 83.9% compared to the loss of the same period of 2024.
4 – Inflation in the USA
In the United States, the Consumer Price Index (CPI) registered an increase of 0.2% in April, according to the country’s Bureau of Labor Statistics. The number was in line the expected by the market. In 12 months, inflation rose to 2.3%, just below analyst forecasting.
The CPI core, which excludes volatile food and energy prices, also increased 0.2% in the month and to 2.8% in the year. The forecast was 0.3% and 2.8%, respectively.
Although the CPI is not the federal reserve inflation of the Fed (Fed), it serves to calibrate the bets of financial agents on the trajectory of US interest rates.
After the data, the financial agents kept the chance that interest rates were unchanged in the range of 4.25% to 4.50% at the Fed meeting in June. The probability is 91.8% according to the CME Group’s Fedwatch tool.
5 – TRUÉGUA IN THE BUSINTGE WAR
On Tuesday (13), China withdrew the ban on airlines in the country to receive Boeing planes, according to information from the Bloomberg. Last month, US aircraft manufacturer said customers in China would not receive new planes due to tariffs, and was seeking to resell dozens of aircraft.
During the results conferencing, Boeing executives said the company planned the delivery of 50 jets to Chinese airlines this year, 41 of them already in production or pre-constructed.
The movement takes place after the truce signed between the United States and China regarding reciprocal tariffs. The two largest economies in the world have reduced rates on goods and goods for 90 days. During the period, US fare over Chinese products fell from 145% to 30%, while China’s rates over US products went from 125% to 10%.
*With information from Reuters
Source: Moneytimes
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