周三,由于全球和国内的不确定性,风险偏好减弱,Ibovespa指数下跌0.6%,至139000以下。投资者对美国总统唐纳德·特朗普再次发出的关税威胁做出反应,包括对进口铜征收50%的关税,并计划对半导体、制药和金砖国家征税——这些举措损害了全球情绪和淡水河谷和巴西国家石油公司等大宗商品相关股票。人们的注意力也转向了美联储会议纪要,这可能会为美国未来的利率走势提供信号。在国内,人们关注的焦点是央行行长加利波罗的国会听证会,该听证会寻求货币政策的明确性。与此同时,在最高法院暂停政府的IOF增税和国会废除该增税的投票后,政治紧张局势依然存在,使财政计划陷入困境。在企业方面,《路易莎杂志》下跌0.4%,巴西航空工业公司下跌1%,巴西国家石油公司下跌1%
The Ibovespa was 0.6% lower to below 139,000 on Wednesday, as risk appetite weakens amid global and domestic uncertainty. Investors react to US President Donald Trump's renewed tariff threats, including a 50% duty on imported copper and plans to tax semiconductors, pharmaceuticals, and BRICS countries—moves that hurt global sentiment and commodity-linked stocks like Vale and Petrobras. Attention also turns to the Federal Reserve minutes, which may offer signals on future US rate moves. Domestically, the spotlight is on central bank President Galípolo’s congressional hearing, where clarity is sought on monetary policy. Meanwhile, political tension lingers after the Supreme Court suspended both the government's IOF tax hike and Congress's vote to repeal it, leaving fiscal plans in limbo. On the corporate front, Magazine Luiza fell 0.4%, Embraer dropped 1%, and Petrobras lost 1%, while Marfrig rose over 2%, Azul gained more than 1%, and Azevedo ON jumped nearly 4%