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[BUSINESS] · Brazil, United States, Iran, Saudi Arabia · 24 sources

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Ibovespa rises as US-Iran talks impact oil prices and markets

Brazilian financial markets experienced volatility and growth as investors reacted to international developments and domestic political shifts. The Ibovespa rose, reaching approximately 187,400 points, driven by increased risk appetite and optimism surrounding potential US-Iran negotiations. Donald Trump reported a 'very productive' three-hour meeting between US authorities and an Iranian delegation at the UN General Assembly, which helped lower global oil prices. Brent crude fell below US$ 100 per barrel, falling for a fifth consecutive session.

In Brazil, the US dollar showed stability, closing near R$ 5.10. Domestic investors are closely monitoring the upcoming elections, with recent polls showing a technical tie between Luiz Inácio Lula da Silva and Flávio Bolsonaro. Additionally, the Central Bank's Copom minutes emphasized a cautious approach to monetary policy, noting economic deceleration but highlighting persistent inflation risks and fiscal uncertainties.

Sector-specific movements included gains in banking and some retail stocks, while energy companies like Petrobras faced pressure from falling oil prices. Brava Energia also saw gains following operational progress in the Papa-Terra field.

Entities

B3 · Banco Central do Brasil · CSN · Copom · Donald Trump · Flávio Bolsonaro · Ibovespa · Luiz Inácio Lula da Silva · Petrobras · United Nations · Usiminas · Vale

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