Ibovespa closed up on Friday (29), reaching a new historical record by ending the trading session at 141,422 points, a 0.26%advance. The result exceeded the previous mark, recorded on July 4, when the index had reached 141,264 points. The commercial dollar ended the day up 0.29%, quoted at R $ 5,4219.
The positive performance of the Brazilian market was driven by an environment of greater internal and external stability. According to analysts, inflation within expectations, the perception that the basic interest rate (Selic) should not rise again and the appreciation of the real in relation to the dollar reinforced the scenario of optimism in the stock market. By the month, Ibovespa has registered appreciation of 6.28%, the best performance since August 2024.
The advance of the scholarship also reflected the investors’ reaction to the international scenario. In the United States, the Department of Commerce released the Personal Consumer Expenses Price Index (PCE), an inflation indicator monitored by the Federal Reserve (Fed). The result, in line with the projections, pointed up 0.2% in July, with annual variation of 2.6%. The reading reinforced cutting expectations at US interest rates as early as September.
Despite this, the main rates of Wall Street ended up falling. Dow Jones retreated 0.20%, while S&P 500 fell 0.64%and Nasdaq Composite, 1.15%. The caution of the market was attributed to the impact of commercial tariffs and the prolonged holiday of labor day in the United States, which usually reduces liquidity.
In Brazil, the discharge of Ibovespa had as its highlights the papers of Vale, which rose 0.29%, and Petrobras, which advanced 0.55%, even with the fall of oil in the international market. The banks also pulled the rate up, with Banco do Brasil up 1.62%, Itaú Unibanco with 0.37%and Bradesco rising 0.24%.
In the retail sector, Magazine Luiza registered appreciation of 4.46%. Outside the main index, the biggest gains were with Casas Bahia, which fired 25.73%, and American, which advanced 9.30%. Raízen also stood out, up 7.34% after announcing the sale of two plants for more than $ 1 billion.
Meanwhile, the American currency operated with volatility throughout the day. The Central Bank held the month closing Ptax, a reference for settlement of future contracts, which expanded the dispute between bought and sold in the exchange rate. In August, the dollar retreated 3.19%, and in the year, the fall reaches 12.26%.
In the political and commercial field, the federal government began the process that can lead to the application of the economic reciprocity law against the United States, in response to the rates imposed by the government of Donald Trump on Brazilian products. The Ministry of Foreign Affairs has notified the Chamber of Foreign Trade (Camex), which will have 30 days to evaluate the next steps.
