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SÃO PAULO – After surpbading 92,000 points at the close of the trading session and reaching a new historic high, Ibovespa should test even higher levels against the # 39, generalized optimism that is now invading international markets with optimism on the US-China dialogue.
Domestic winds are also favorable, with the prospect of a welfare reform more robust than that announced a few days ago by Jair Bolsonaro, which should delight investors.
See what to watch this Wednesday (9):
1. Global Equity
Asian equity markets ended optimistically against optimistic expectations following the US-China trade war. Negotiations in Beijing between representatives of the two countries ended Wednesday (9), a day later than expected, and officials said the details would be released soon.
In addition, the fact that China plans to take measures to stimulate the consumption of automobiles and household appliances has been influenced positively, and the central government of the country has announced that it would increase investments in infrastructure.
Optimism drives European stock markets, which are also increasing, but investors keep an eye on Brexit. British Prime Minister Theresa May suffered a defeat in Parliament yesterday. Parliamentarians opposed to leaving the United Kingdom from the European Union without an agreement won a vote, thus creating an additional hurdle to a Brexit without agreement.
Future US indices are also rising with general optimism. President Donald Trump issued an official statement last night to defend the construction of the wall on the border with Mexico, a stalemate between the government and congressional Democrats, leading to a halt in funding for various public services that is already reaching its 19th day.
Trump says that there is a humanitarian and security crisis at the border and asks "how much American blood will have to be paid until congressional approval?" The majority of the United States House is a Democrat and opposes the construction of the
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Check the market performance according to the rating of 7:55 (Brasilia time):
* S & P 500 Futuro (Dow Jones) Futures (US) + 0.42%
* Nasdaq Futuro (United States) + 0.46%
* DAX (Germany) + 1.28%
* FTSE (United Kingdom) + 0.96%
* CAC-40 (France) + 1 , 35%
* FTSE MIB (Italy) + 1.25%
* Hang Seng (Hong Kong) +2, 27% (closed)
* * WTI + 2.19% at 50.87 USD per barrel
* Nikkei (Japan) + 1.10% (closed)
* WTI + 2.19% to 50.87 USD per barrel
] * Gross Brent + 1.92%, to $ 59.85 per barrel
* Bitcoin $ 4,001 -0.06%
$ 15,111 + 0.29% (in the past 24 hours) [19659006] * Future Iron Ore Contracts traded at the Chinese Stock Exchange of Dalian – 0.58%, to 510.00 yuan (in the last 24 hours)
2. Pension Reform
The government is expected to send Congress a stronger pension reform proposal in February, bringing changes to the current pension plan, as well as creating a new funding model for pensioners. workers who will continue to enter the labor market.
Ministers of the House of Commons, Onyx Lorenzoni, and the Economy, Paulo Guedes, indicated that the economic team's vision of more sustainable reform should prevail in the version to be presented to President Jair Bolsonaro next week
Bolsonaro The draw remains decisive and the economic team will still have to convince him that the National Congress is able to digest the proposal for a more severe and longer-term reform. Last week, the president had put forward a "lighter" proposal, only for his term, which was apprehensive among economists, as it would not represent a definitive solution to the serious imbalance in public accounts.
This morning, the President confirmed the revocation of Brazil's accession to the Global Compact for safe, orderly and regular migration. On his Twitter account, he said the initiative was motivated by the preservation of national values. "Brazil is sovereign to decide whether to accept migrants," said the president. "No to the migratory pact"
3. Economic Agenda
Day of the agenda emptied in Brazil. Abroad, the minutes of the Federal Reserve will be published at 5 pm (Brasilia) and the investor will look for clues in view of the unanimous decision to raise interest rates in December. Fed Chairman Jerome Powell recently announced a more moderate view of monetary policy and raised optimism in the stock markets as the world's largest economies slowed.
Click here to view the full program of indicators.
4. New Politics
The Minister of Economy, Paulo Guedes, confirmed that the interim anti-fraud measure regarding social security and social benefits would be addressed Wednesday to President Jair Bolsonaro. Guedes has once again stated that the tax incidence of the measure should be between 17 billion and 20 billion dollars a year, including in 2019.
According to the newspaper O Estado de S Paulo, the ministers confirmed that the pension reform proposal will be presented in Bolsonaro next week and should be sent to Congress – with the creation of a new funding model – in February.
Chief Minister of the House of Civil Representatives, Onyx Lorenzoni, said the decree making firearms more flexible should be ready next week.
Other themes follow at full speed in the Bolsonaro government. His team is studying the change in the federal highway concession model. According to Folha de S. Paulo, instead of requiring cheaper tolls, the Ministry of Infrastructure plans to charge billions of dollars in future auctions.
A system similar to that adopted by the Toucan governments of the State of Sao Paulo, from the 1990s, would abandon concessions that favored the lower tolls, which was in in the administrations of Luiz Inácio Lula da Silva and Dilma Rousseff who were criticized for the economic impossibility they demonstrated in practice. If the proposal is successful, the funds raised will be used to fund a national road fund for the purpose of implementing improvements and duplications in other ways, so that they can also be granted.
5. Petrobras signed a contract for the purchase and sale of natural gas with the BR Distribuidora in the amount of R $ 2 billion, d. a duration of 730 days. Engie is expected to resume negotiations with Petrobras this year with a view to the acquisition of TAG (Gas Associated Transportadora), a subsidiary of the state-owned gas pipeline network of about 4, 5,000 km long in the north and north-east of the country.
The current chairman of the manager of Banco do Brasil BB DTVM, Carlos Andre, is expected to remain in office, according to the Broadcast column, of the newspaper the state of S. Paulo. One of the functions of the executive is to play the role of a capital badet in the manner of BB Seguridade.
The Board of Directors of Copel elected Daniel Pimentel Slaviero as Managing Director, Eduardo Vieira de Souza Barbosa as Legal Director and Head of Institutional Relations, and David Campos as Director. deputy director.
of Itaú were demoted from "outperforming" to "neutral" by badyst Luis Fernando Azevedo of Safra. The indicative price of the papers was raised from R $ 34 to R $ 38.50, which implies a potential increase of 2.6% compared to the previous closing.
Safra also downgraded the "neutrality" rate to "neutral". Itaúsa formerly ranked in the category "outperformance". The target price has risen from R $ 12.20 to R $ 14, which implies a potential increase of 8.7% over the last closing.
Guggenheim began to cover the shares of . BB Security saw the recommendation downgraded to the "neutral" status of JP Morgan badyst Domingos Falavina. The target price was also lowered from R $ 29 to R $ 28, which implies a potential increase of 1.7% compared to the last closing
(with Agência Estado and Agência Brasil)
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