Overview

• Ibovespa fell 0.52% to 145,109 after nationwide protests against the PEC da Blindagem and talk of amnesty for January 8 convicts raised local risk premia.
• Analysts flagged added caution after the U.S. sanctioned Viviane Barci under the Magnitsky Act, with officials signaling further measures could follow if necessary.
• Cosan tumbled 18% after announcing a capital injection of up to R$10 billion led by BTG Pactual and Perfin, while Raízen also dropped sharply.
• Major U.S. indexes closed at record highs as technology outperformed, with Nvidia up 3.93% on plans to invest up to $100 billion in OpenAI data centers despite cautious Fed remarks.
• European equities were mixed as automakers slid on Porsche’s profit warning and EV delays, Spain’s Ibex fell 1.17%, and airline stocks weakened after weekend cyberattacks.