Overview

• Ibovespa finished up 0.36% at 144,061.74 after touching 144,584 intraday, marking a fresh closing high on the eve of policy decisions.
• The dollar fell for a fifth session and closed at R$5.2981, its lowest since June 6, as the Dollar Index slid about 0.6% and carry trades gained traction.
• Brazilian interest-rate futures declined across the curve, led by the long end, with traders pricing a wider rate differential if the Fed cuts and the Selic stays at 15%.
• Wall Street ended slightly lower despite stronger U.S. retail sales and industrial output, while two‑year Treasury yields eased to roughly 3.52%.
• IBGE reported unemployment at 5.6% for the quarter to July, a series low, and investors also tracked political developments, including reports of Jair Bolsonaro’s hospitalization and tax debates, as potential market drivers.