Equities, FX, fixed-income rebound amid Copom/Durigan/oil shifts
Key Questions
Why did Ibovespa futures rally?
Ibovespa futures rallied due to optimism over the end of the Iran conflict and Middle East de-escalation, as noted by Genial and Espresso analyses. The index continued its upward trend past 185.5k, marking a +1.6% gain and the best USD YTD performance.
How did USD/BRL perform amid the market rebound?
USD/BRL remained steady at 5.19 during the equities and fixed-income rebound. This stability occurred alongside foreign flows and the 'Caiado trade' influencing market dynamics.
What was Natura's stock performance?
Natura (NATU3) shares surged +13% (noted as +12.99% in closing analysis). This strong gain contributed to the broader market rally in equities.
How did PRIO and PETR stocks move?
PRIO experienced swings amid the market movements, while PETR helped lift FIIs and overall indices. These shifts were part of the rebound influenced by oil and geopolitical factors.
What are the April outlooks for markets?
April outlooks emphasize selectivity and doubts over Selic due to geopolitical and oil volatility. Perspectives from economic analyses recommend cautious approaches in portfolios.
Ibovespa futures hold rally on Iran conflict end prospects/ME de-escalation (Genial/Espresso/morning calls), post-185.5k (+1.6%, best USD YTD), USD/BRL 5.19 steady, Natura +13%, PRIO swings; foreign flows/Caiado trade, FIIs/PETR lift. April outlooks stress selectivity/Selic doubts amid geo/oil vol/Focus inflation persistence.