Accompanied by a dollar cotação for each session of Bolsa Hoje (4) – 04/11/2024 – Mercado

After gaining the most courage in May 2020 and a dollar on the coast in the second half of 2020, the investors in Brazil expected by Fazenda Minister Fernando Haddad and President Luiz Inácio Lula da Silva They can take a vacation in the tax area.

In a week before the reunification of the Copom (Comitê de Política Monetária) with the Banco Central, lawyers could be raised to fight inflation. Our EUA, which was presented to the President in the third year (5), which cost no money directly, was in discussions with the Fed (Federal Reserve or BC with the EUA) and came in the fourth quarter.

At 9:06 a.m. the dollar was down about 0.72%, costing R$5.8275. The panorama leads to a devaluation of the North American continent in relation to other areas of the world. Compared to one of these major currencies, the dollar, with a value of 0.6% next year, the expectation that Donald Trump will win his presidential election the next day has been significantly reduced (5).

The term of the term two years ago was approximately 0.04 percentage points for 4.17%, the term of the term 10 years ago was approximately 0.07 percentage points for 4.30%.

The amount is 0.8% and 0.5% respectively. That’s more than 2% more than now. Bitcoin, seen as a reaction to Trump’s victory, was up about 0.7% in the second month at $68,750.

Last month the dollar was withdrawn at a discount of 1.52%, costing R$ 5,869, and the bolsa was higher than 1.22%, or 128,123 points.

It was the biggest challenge for a North American country since the start of the pandemic, when it cost R$ 5,841 on May 15, 2020.

The first Gatilho for the Disparada do câmbio veio do external. The payroll ratio (folha de pagamento, em englês) in the United States means that 12 million items of work were incurred before the end of the week 254 million years ago. Analysts consulted by Reuters expect 113 million new investments.

In addition, the ratio is also so large that the tax coming from America rises to 4.1%, more precisely on the route that we have to expect.

A strong deceleration, two specialists caused by recent furore, such as Milton, and the workers – particularly a Boeing Palestine – or the difficulty of making interpretation difficult were confirmed about the significance of two sixth years.

The reading said it was like the trading floor had just gotten up, but it was even worse than what happened before.

The financial agents presented a draft peso ratio next week after the decision of the Fed jury (Federal Reserve or the EEA central bank), which was reunified in the next four and five months.

According to CME Fed Watch, the probability that the monetary authority will continue the Cortes cycle with a significant reduction of 0.25 percent is 98%. Previous information: 89%.

The move led us to sell two securities tied to the North American North (treasuries), but that was part of the dollar’s appeal to our investors. I was just in Brazil and it cost at least R$5.76 per session.

However, the actual upgrade does not mean that it is retained. Two analysts, the main motives for the permanent application of dollars in Brazil in recent years, have supported the EUA presidential elections and warned in connection with the financial result.

“After the North American deployment was final and with no prospect of the Brazilian government’s contingency plan, I had no single motive for the dollar to turn the corner,” said Eduardo Moutinho, an analyst at Ebury Bank.

The voting intent considerations suggested that Republican nominee Donald Trump and current Democratic Vice President Kamala Harris were tech savvy. No marketplace, however, as the chances of returning to the Republican Casa Branca are 66%, followed by the Polymarket platform.

Trump’s economic promises include higher tariffs for importers, especially Chinese, and a possible penalty – the prospects such as inflation and the ability to influence the Fed are briefly increased or they make money.

As Treasuries, they received a 2.03% discount relative to the global market a few years ago, losing out on the global dollar.

However, at the national level, the public was not made aware that they had broadcast the main reason for the Brazilian activists’ reluctance. For the market, the government has adapted right to the point of desperation and has not made any clawbacks to ensure a long-term financial position.

No, Minister Fernando Haddad (Fazenda) was traveling in Europe a week ago. The Australian head of the government’s economic department was “practically impossible” and then said to his interlocutor Folhaque o pacote de revisão de gastos seja defined nos nóximos de nóximos – a congostosto de mercado, que espera celeridade a solution the incertezas fiscais.

Lucélia Freitas Aguiar, transition specialist at Manchester Investments, said: “We failed to define the financial package and I was very unhappy with the investors.”

When, after the adoption of the third quarter, I confirmed to the Prime Minister of the Fazenda that the Commission’s proposals for the government had just carried out an analysis by the President Luiz Inácio Lula da Silva (PT) and the decision of the petitioner at that time será fechado.

On December 15, 2024, a package to revise the structure of the Congress in 2024 was announced by Minister Simone Tebet (Planning and Ordination). For this reason, it was confirmed to me that the doctors were regularly sent to the city authorities, which ultimately was not the case.

For Matheus Massote, specialist at One Investimentos, the fate of the financial package due to Lula’s approval was “difficult for the process and a quick concretization of the measures”.

A year ago, when I realized that I had converged with the Casa Civil in the course of drafting the package, I had come to the conclusion that the plan had gone to legal analysis and was not suitable for submission.

Visiting journalists, he confirmed that constitutional authorization was required to carry out and analyze the work. While we engaged with investors over a long period of time, the necessary forums to put pressure on change were missing.

The Government’s Ministry of Economy has currently set a global tax compliance limit that tracks the Arcabouço fiscal policy mid-correction index (increase in inflation of up to 2.5%).

Once the innkeepers have completed their duties in advance, they will have to settle for several contents to make their work easier without losing control of the sob.

(Com Reuters)