started · updated
Brazil's B3 gains as foreign capital returns and oil prices fall amid US‑Iran talks
Foreign investors poured a net R$33.85 billion into Brazil’s stock market in the first half of 2026, with July showing only a modest outflow of R$419.8 million up to the 8th, the smallest since June. The inflow helped the Ibovespa climb 3.47% in July, driven by strong performances such as CSN Mineração, whose shares jumped 37.92% after a short‑squeeze and an accelerated share‑buyback programme.
Oil prices dropped sharply after U.S. President Donald Trump announced the cancellation of a planned attack on Iran. Brent fell 4.73% to US$83.77 per barrel and WTI slid 5.11% to US$80.34 per barrel on 3 August 2026. The price decline eased inflation concerns, supporting a more favourable risk environment for Brazilian equities.
The Brazilian real remained stable around R$5.07–5.08 per U.S. dollar, while market participants anticipate a Selic rate cut to about 13.75% by year‑end, reflecting expectations of lower inflation pressure. Overall, the combination of returning foreign capital, lower oil prices and a stable currency boosted sentiment on Brazil’s B3 exchange.
Entities
Brazil B3 (Bovespa) · Brent crude oil · CSN Mineração · DataWatch · Donald Trump · Ibovespa · Ibovespa · Selic · Selic (Brazilian central bank rate) · Ultrapar · Vibra
Claims
What the coverage asserts, and how many sources carry each claim.
- [○ 1 SOURCE] Fixed‑income funds captured R$127.2 billion in the first half of 2026.
- [● 2 SOURCES] CSN Mineração shares increased 37.92% in July 2026. www.spacemoney.com.br · bpmoney.com.br
- [○ 1 SOURCE] In July 2026, foreign capital outflow was R$419.8 million up to day 8. www.brasilemfolhas.com.br
- [● 2 SOURCES] Ibovespa rose 3.47% in July 2026. www.spacemoney.com.br · bpmoney.com.br
- [● 2 SOURCES] Analysts expect Brazil’s Selic rate to be cut to 13.75% by year‑end 2026. www.metropoles.com · dev.tnonline.com.br
- [● 3 SOURCES] WTI crude oil fell 5.11% to US$80.34 per barrel on 3 August 2026 after President Donald Trump cancelled a planned attack on Iran. dev.tnonline.com.br · tribunadepetropolis.com.br · www.metropoles.com
- [○ 1 SOURCE] Foreign capital net inflow to Brazil's stock market was R$33.85 billion in the first half of 2026. www.brasilemfolhas.com.br
- [● 3 SOURCES] Brent crude oil fell 4.73% to US$83.77 per barrel on 3 August 2026. dev.tnonline.com.br · tribunadepetropolis.com.br · www.metropoles.com
- [● 2 SOURCES] The Brazilian real traded around R$5.07–5.08 per U.S. dollar on 3 August 2026. www.metropoles.com · veja.abril.com.br