Shutdown Progress Lifts Global Markets as Ibovespa Sets Record and Yen Weakens

Overview

• U.S. Senate advanced a 60–40 procedural vote on a plan to reopen the government, a step that still requires approval in the House and the president’s signature.
• Asian stocks closed higher with technology and chip makers leading gains, including SK Hynix, Samsung and Tokyo Electron, while European shares and U.S. equity futures also rose.
• U.S. Treasury yields edged up with the 10‑year near 4.13% as the dollar firmed; the yen hovered around ¥154 per dollar after major banks cut forecasts, citing BOJ caution and potential fiscal stimulus.
• Brazil’s weekly Focus survey kept key medians unchanged, with IPCA 2025 at 4.55% and the Selic projected at 15% at end‑2025, reinforcing steady long‑term expectations.
• Ibovespa touched an intraday record near 155,000 points on risk appetite linked to U.S. funding progress, while Brazilian DI rates eased and the real strengthened.