Ibovespa fecha no maior nível da história; É Touro de Ouro: Fechamento Touro de Ouro

Summary

The Brazilian stock market, B3, set a new historical record with the Ibovespa index reaching 13.19 points, surpassing the previous high of 136,000 points. The optimism was fueled by expectations of a rate cut by the US Federal Reserve and positive news from the Israel-Gaza conflict. Vale's stock led the market, boosted by iron ore prices, while inflation expectations for 2025 were lowered. The potential next president of the Central Bank, Gabriel Galípolo, indicated a tough stance on inflation, which supported the market. However, oil companies suffered as the progress in peace talks led to a drop in oil prices, ending the day with a 1.3% gain for Ibovespa and the dollar falling 1% against the real.

Takeaways

• 📈 The Ibovespa index reached a new historical high, closing at 135,700 points, surpassing the previous record.
• 🐂 The term 'touro de ouro' (bull market) is used to describe the significant rise in the Brazilian stock market.
• 🌍 Positive global investor sentiment is attributed to expectations that the US Federal Reserve will cut interest rates at the upcoming meeting on September 18.
• 🕊️ Israel and Hamas reportedly agreed to a ceasefire, which contributed to the positive market sentiment.
• 🏆 Vale was the best-performing stock of the day, following an increase in iron ore prices.
• 📉 Expectations for inflation in 2025 have been reduced according to the Focus survey, which may have influenced market performance.
• 💼 Gabriel Galípolo, a potential future president of the Central Bank of Brazil, stated he would take necessary measures to bring inflation to the target, including raising interest rates despite President Lula's contrary stance.
• 📈 Long-term future interest rates were reduced, leading to an increase in stock prices, especially consumer stocks.
• 🏦 Bradesco's improved stock recommendation also contributed to the positive market performance, being the second-best stock of the day.
• 🛢️ Oil companies suffered on the stock market due to the advancement of ceasefire negotiations between Israel and Hamas, which led to a 2.5% drop in oil prices.
• 💵 The Ibovespa V3 ended with a 1.30% increase at 17,778 points, while the US dollar fell by 1%, closing at R$5.41.

Q & A

What new record was set by the Ibovespa on the day of the transcript?

The Ibovespa set a new historical maximum closing record, reaching 13.19 points, which is the highest it has ever been.

What is the significance of the Ibovespa reaching over 136,000 points?

The Ibovespa reaching over 136,000 points is significant because it represents a new historical high, which has never been achieved before.

What external factors contributed to the positive mood in the market as mentioned in the transcript?

The positive mood in the market was influenced by the conviction of investors that the US Federal Reserve would cut interest rates at the September 18 meeting and the announcement that Israel accepted a ceasefire agreement.

What did Vale do that made it the best-performing stock of the day according to the transcript?

Vale's stock performed the best due to the increase in iron ore prices, which was in line with the overall market trend.

What expectations did the Focus survey bring regarding inflation for 2025?

The Focus survey brought a reduction in expectations for inflation in 2025, indicating a more optimistic outlook for the economy.

What stance did Gabriel Galípolo, the potential next president of the Central Bank, take against inflation?

Gabriel Galípolo stated that he would do whatever is necessary to bring inflation to the target, including raising interest rates, despite President Lula's aggressive request for the opposite.

How did the actions of Bradesco contribute to the market's performance on the day of the transcript?

The improvement in Bradesco's stock recommendation contributed positively to the market's performance, with Bradesco being the second-best stock of the day.

Why did the oil companies suffer in the stock market on the day of the transcript?

The oil companies suffered because the advancement in the ceasefire negotiations between Israel and Hamas led to a 2.5% drop in oil prices by the end of the day.

What was the final performance of the Ibovespa V3 on the day of the transcript?

The Ibovespa V3 ended the day with a 1.30% increase, closing at 1,778 points, while the dollar fell by 1%, closing at R$ 5.41.

What was the overall performance of the Ibovespa compared to the rest of the world on the day of the transcript?

The Ibovespa had the third-best performance in the world on that day.

What course did the speaker, Pablo, launch to help people learn about economics for investing?

Pablo launched a revolutionary course called 'Economia Touro' with Novos Cursos, which covers 200 key concepts of economics in short video format.