Epofisa fell to 130,000 points in this first session of the week, with an external caution on Wednesday, April 2, dealt with the name “Liberation Day” by the US government of Donald Trump, in reference to the mutual tariff that promised in the United States history. Here, the B3 index regained 131,000 mark in the middle of the afternoon, without strength to support it in the closure, a decrease of 1.25 % to 130,259.54 points. This Monday, 31, fluctuating from 130,114.96 to 131,900.92 points, leaving the opening at an almost identical level to the maximum, then to 131,900.00. Financial rotation reached $ 20.5 billion in the last session of the month.
With the performance on Monday, IBovespa is the profit from March to 6.08 %, and thus does not exceed August reading, when it advanced 6.54 % and established the latest historical maximum, at 137 thousand points. Until Friday, the B3 index, more than 7 %, seemed on its way to its best performance since November 2023, with a profit of 12.54 % of that month.
In February, Ibovisa had a 2.64 % loss, after 4.86 % in January – which, until then, was the best monthly performance since last August. In total in 2025, the index went by 2.09 % – and now the account reaches 8.29 %. In dollars, he closed the second month of the year to 20,756.06 points, with the American currency and then for $ 5,9163.
Now, with the dollar’s cash at $ 5,7053 at the closure of March, a decrease of 3.57 % per month, the B3 index is returned to 22,831.32. Thus, in dollars, it also exceeds the level of late January (21,611.03), where it has now reached the highest level since the closure of September, then to 24198.04.
“We started with the market already noticing uncertainty and moving in a side. But throughout the month, the height was very expressive in B3, as Epsa was removed from abroad,” says Fernando Cesar, an investment expert in Wit Investt. It sheds light on the banking sector, weight and liquidity, as one of the most prominent events in the Brazilian grant in March, when a global asset rotation of the correction occurred in New York. In March, ITAú PN increased by 8.24 %, and the accumulated gains in Bradesco reached 12.92 % in PN and 9.66 % in ON.
There, the assets were at extended prices and were expected that the American economy would slow down, and with an important level at the important level, amid Trump’s protectionist initiatives. Thus, in New York, the growth sectors, such as technology, were among the most punished in continuous modification: in the month, Nasdak rejected 8.21 %, while the correction was in the large index, S&P 500, 5.75 % and in the traditional Dow Jones by 4.20 %.
In the session, investors closely monitored the consequences of international trade policies, and the possible effects of the Brazilian economy, and refers to Inácio alves, an analyst in Milver, justifies a cautious approach to the market at the end of this week, awaiting “truth”: the mutual definitions promised by the President of the United States, Donald Trump, on Wednesday in the global tour.
On the local agenda, it highlights the focus report, which was issued in the morning by the central bank. The market that read this week has maintained the dropping of the official inflation by IPCA to 2025 by 5.65 % – above, and therefore, from the center of the target, from 3 %, was established for the year and the varied variation scope ceiling by 4.5 %. Alves also notes that estimating GDP growth has decreased by the third week in a row, now from 1.98 % to 1.97 %, while expectations for the dollar decreased at the end of 2025 from $ 5.95 to $ 5.92.
In the winning IBOVESPA advice in the session, Sugar Loaf (+13.60 %), Mineva (+1.77 %) and TIM (+1.29 %). On the other side, CVC (-6.19 %), let’s (-6.00 %) and Marcopolo (-5.26 %). Vale fell on Monday 1.49 % and closed Petrobras today, a decrease of 0.61 % in and 0.72 % in PN. In the month, the mining company increased by 6.82 % and that of the oil company by 4.53 % (ON) and 3.42 % (PN).
