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SÃO PAULO – The Ibovespa rose 1.73%, to 78.830 points, at 10:39 am EDT Friday (20), completely digesting the news that Geraldo Alckmin (PSDB) should take the support of the "Centrão" parties. It should be remembered that during the last trading session, the index experienced a strong recovery in the end and rose 1.23% over the last hour, but has not fully leveraged the market optimism, so that it has closed at 0.16%.
Late in the afternoon of Thursday (19), the parties of the "Centrão", a group currently composed of DEM, PP, PRB, Solidarity and more recently PR, have reached an agreement to support the candidacy of the former governor of SP to the presidency of the Republic. If the alliance is confirmed, the toucan will have an additional 3 minutes in each block of 12 minutes and 30 seconds of free elections on radio and television.
Although it is on track, the agreement still needs to be confirmed by the parties to the respective national conventions, which will have to be held until August 5, a period determined by the electoral legislation . According to a PP MP who did not want to have identity revealed, the party follows with internal divisions, but spoke louder in the trend to support Alckmin the risk of extremism in the presidential race. According to him, it is still early to talk about effective support to the former governor for the benchmarks of the state, which will depend on the dynamics of the polls.
The announcement of the alliance should be made next week. Until then, any disagreement on state levels should be discussed. The second largest electoral college in the country, Minas Gerais is one of the main open questions. Although gives strength to the toucan's bid, the news does not guarantee the automatic support of the state benches of the legends of the "centão". According to the newspapers, the agreement implied an Alckmin commitment to investigate a way to offset the end of the union tax to ensure the survival of the union. In addition, the toucan also reportedly received the name of the mining businessman Joshua Gomes as vice.
With the candidacy of Alckmin winning in strength, certainly a reform-biased and preferred candidate by the market, dollar futures expected in August fall 1.21% to R $ 3 788, while that future interest due in January 2019 and 2021 decreased by 6 basis points to 6.67% and 8.96%, respectively.
With the euphoria of the market due to the candidacy of Alckmin, banks and state-owned companies are leading the upward movement, especially Gol, which is triggered by news that the partnership between Latam and Multiplus MPLU3) may be close to the end. On the negative side, Tim's actions retreat after the departure of the president, Stefano de Angelis, who has spearheaded the company's recovery in recent years.
The highest inventories of Ibovespa are
The IPCA-15 , which is seen as a snapshot of the country's official inflation, decelerated from 1.11% to 0, B 64% from May to June, while market badysts expected to advance 0.73% after a month contaminated by the truckers' strike. Compared with that of June 2017, the index rose from 3.68% to 4.53%, also below the 4.63% expectation, but slightly above the central focus of the Central Bank inflation for the year, which is 4.5%. Beyond the fallout from the support of the "Center" for Alckmin's candidacy, the market will also keep a watchful eye on the party's party agenda, which kicks off this Friday from 11am with the PDT meeting, Ciro Gomes. At 12 o'clock, it will be the turn of the PSC and at 18:30, the PCB. The PDT conference will be followed with special attention after the setback suffered by Ciro Gomes the day before with the formation of an all-party alliance arc Centrão around the candidacy of Geraldo Alckmin to the presidency of the Republic Read In addition, this morning came the new poll poll developed by XP / Ipespe. In the week when he saw the isolation of his candidacy grow with the sinking of potential alliances, MP Jair Bolsonaro (PSL) kept his head in the presidential race in scenarios that ignored the candidacy of the former president Luiz Inacio Lula da Silva, second instance to 12 years and 1 month in prison for pbadive bribery and money laundering. According to a survey conducted by Ipespe (Institute for Social, Political and Economic Research) between July 16 and 18, the ninth by order of XP Investimentos, the legislature has between 20% and 23% of the voting intentions in the first turn of the simulations. Of the four scenarios tested, Bolsonaro kept the score of the previous week in three. In the simulation that considers the former mayor of Sao Paulo Fernando Haddad candidate to the PT, the deputy wavered 1 percentage point, move in the margin of error, of 3.2 pp up or down.
The Connection Brasília hosts this week Ribamar Rambourg, economist (FEA-USP), who was in charge of the) and political scientist (FFLCH-USP), and Paulo Gama, political badyst at XP Investimentos. In the agenda, the agreement signed between the leaders of "Centrão" and Geraldo Alckmin and the electoral consequences of this movement. The program will also address the launch of party conventions with the official launch of Ciro Gomes' candidacy for the presidency. The broadcast is live, from 2:45 pm, InfoMoneyTV and Facebook. Clear offers the lowest brokerage in Brazil; Click here and create your account
GED PN N2
%
%
%
19.69M
-15.68
ELET6
ELETROBRAS PNB
19.14 [19659017]
9, 58M
ELET3
ELETROBRAS ON
17.09
+4.53
11.15M
-21.15
ESTC3
] ESTACIO PARTON
25,64
11.17M
CVCB3
CVC BRASIL ON
46.28
] 16 [1 9459014]
The largest casualties among the stocks that make up the Ibovespa are:
%
%
% volume 1
FIBRIA ON
SUZB3
SUZANO PAPELON
] 40,77
PART TIM S / AON
13,32
-2.06
FIBRIA ON
+51.44
VALE3
VALE ON
49.10
-0.67 23.34
189.47M
BRAP4
BRADESPAR PN
28.89
-0.41
+4.27 – Batch of Thousand Shares [19659055] 1 – In reais ( K – Thousand | M – Milh? O | IPCA-15 is lower than expected
Political Scenario
– The leaders of the "Centrão" agree to support Geraldo Alckmin
– Joshua Gomes: who is the businessman who can to be a deputy of Ciro or Alckmin
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