The province of six high chain, which is the longest since last August, followed Ebofisby, a moderate negative day abroad and closed 0.42 % at 131,954.90 points, with a turn of $ 24.1 billion. This Thursday, 20, from 131,813.03 to 132,712.52 points, left the opening at 132,504.90 points. In the week, earning 2.37 % accumulates, and in the month, it rises 7.50 % – a year, advances 9.75 %.
A limited number of stocks managed to take off from the city center, especially Mineva (+8.41 %), Marfrig (+6.70 %) and JBS (+4.27 %). At the other end of IBowspa, Embraer (-6.72 %), Petz (-4.54 %) and LWSA (-3.99 %).
Among the blue chips, today it was separate adjustments to the Vale (on -0.31 %) and Petrobras, which became close to the closure (on +0.46 %, PN +0.22 %). Among the large banks, the losses were between 0.48 % (Bradsco PN) and 1.59 % (Santander Unit, at the lowest level of the day at closing).
For Inácio Alves, Milver analyst, the slight IBOVSPA perception comes in a normal time after a long series of gains, in some days including against New York, with constant rotation towards emerging investment options such as Brazil and Europe. And remember that SELIC was high on Wednesday to 14.25 % annually, as expected, which puts it at the highest level since 2016.
“In the short term, the market should remain volatile, focusing on inflation and compliance with tax targets. If IPCA does not retreat, it will press BC to maintain interest rates longer, and may limit growth,” the analyst adds.
According to him, future interest rates are already pricing 0.5 additional percentage points at the next COPOM meeting in May, which will put SELIC to 14.75 % per year – a higher level since 2006, says Alves.
“The last discharge movement in the stock market was the beginning of anticipation to collect the changing lace position, before the interest discounts occurred here,” says Anderson Silva, head of the changing income table and GT Capital. “Seven consecutive days of the dollar drop, driven by the flow of foreign capital, which continues to enter mainly in our fixed income – and now they are also looking for positions in variable income – the American currency has a day of peak.” This Thursday, the US currency ended today, quoted with $ 5,6758, an increase of 0.49 %.
Silva notes that as a federal reserve reserves reduce stagnation risks in the United States and indicates possible benefits discounts – later this year – emerging countries, such as Brazil, tend to remain attractive to risk investments. In this Thursday session, highlighting the performance of the refrigerator sector such as Marfrig and JBS, as well as MinERVA, on the ibovespa tip, after quarterly results that attracted attention to the growth of revenues and strong cash generation.
“JBS still takes advantage of the news about the opening of the capital abroad. Marfrig continues to reap the fruits of the last result, which was highlighted in net income and lowering the leverage,” the head of the GT Capital will add.
