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SÃO PAULO – Last week, Ibovespa started a modest start, registering a further significant increase in its earnings (+ 2.6%), monitoring the turbulent foreign news with the Brexit and the trade war between the United States and China. Meanwhile, investors here are watching the next steps of the government.
The highlight of this week will be the World Economic Forum in Davos, Switzerland, between Tuesday (22) and Friday (25). This event will bring together the economic and political elites of the planet and will be an excellent opportunity for President Jair Bolsonaro to present his projects to foreigners.
In addition to Bolsonaro, special guest Wednesday, ministers Paulo Guedes and Sergio Moro and Ernesto Araújo. The president will have 30 to 45 minutes to address the world leaders, which will be the highlight of the event, which will not count on the presence of Donald Trump.
Bolsonaro is unlikely to present the concrete terms of social security reform, as has been suggested, but must engage with authorities, businessmen and bankers with a reformist program within of their government. The desire to attract foreign investment and to open the field of trade negotiations with the world should be the focus of his speech in Davos.
Still in Politics in Congress, Last Stage of Negotiations around The elections to the House and Senate taking place on February 1 draw the attention of parliamentarians this week. In the current scenario, the winners are Rodrigo Maia (DEM-RJ) and Senator Renan Calheiros (MDB-AL).
In the agenda of the indicators, the week will be calmer, the nail being essential. for the IPCA-January 15 to be released Wednesday (23). For GO Associados badysts, inflation data should show an increase of 0.39%, bringing the 12-month total to 3.86%. During the week, the industry, the CNI and the FGV's trade and consumption surveys continue to emerge, with expectations for the country's economy.
Foreign Agenda
Foreign investors are "divided" between USA and UK. In the first case, attention is drawn to the continuity of the closure (which has not yet weighed on the market) and the negotiations with China following rumors that President Trump would be willing to ease prices for Chinese products.
At the same time, the British follow their political crisis after the defeat of Theresa May in Parliament during the vote on the agreement on the Brexit (leaving the United Kingdom from the UK). ;European Union). She is due to introduce a new bill by Tuesday, but she has struggled to negotiate with the opposition. In the current scenario, the government must rush to approve an agreement or postpone the Brexit deadline to March 29th.
Among the indicators, the calendar is calmer, the focus being on the United States. Investors will follow the November trade balance publications on Monday (21), the December commercial sales
Tuesday (22), the PMI activity surveys and January 24 (services) and order data. durable goods Friday (25).
Holidays
It should be remembered that the week promises a lower liquidity than the recent average because of two holidays . The first, in the United States, takes place Monday with Martin Luther King Day, which comes out of the domestic market foreign investor.
Meanwhile, Friday (25), the Brazilian stock market will not be open to the market
Click here and see the full agenda of the indicators
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