📉 BRAZILIAN MARKET ON ALERT: WAR, SELIC, AND VOLATILITY 🇧🇷🌍
The Ibovespa started the week reacting to the US attacks on Iran, which heightened global geopolitical risk. Oil surged +4% and the dollar rose again, reflecting risk aversion in the markets.
📌 Highlights of the week:
Copom Meeting Minutes (Tuesday, 24/06): a tougher tone reduces expectations for a rate cut in Selic this year.
IPCA-15 and Monetary Policy Report (Thursday, 26/06): total focus on inflation.
IGP-M, Continuous PNAD, and Caged (Friday, 27/06): important data on employment and prices.
💡 What does this mean? Higher interest rates, international tension, and more expensive oil create a cautious scenario for variable income. Investors should pay attention to the agenda and protect their positions.
