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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 in the face of widespread optimism that reigns today in the international markets with optimism about the dialogue between the United States China.
Domestic winds are also favorable, with the prospect of a more robust social security reform than that announced a few days ago by Jair Bolsonaro, which should appeal to investors.
"With a minimum minimum age in the ideal (62 years of women and 65 years of men) and a shorter transition cycle, it would be the best reform in many respects because it offers at least a short-term tax break., at least four years and with the new capitalization rule, opens up a space of at least ten years for the new discussion of the theme, "says Jason Vieira, chief economist of Infinity Asset.
In this context, at 9:04. Brasília), Ibovespa futures contracts rose by 0.42% to 93.010 points. The coming dollar contract maturing in February 2019 decreased by 0.26%, estimated at R $ 3,708, and the commercial dollar decreased by 0.48% to R $ 3,716.
The Ibovespa Futuro is a good thermometer indicating the course of the session but does not always adequately predict the movements of the purse to the opening bell.
Global Equity
Asian equities ended bullish by optimistic expectations as to the outcome of the trade war between China and the United States. 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 had a positive influence, and the central government of the country has announced that it would increase its investments in infrastructure.
It's time to invest in the stock market. now! Optimism boosts 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 UK from the European Union without an agreement won a vote, creating an additional hurdle to a Brexit without agreement.
The future American indexes are also progressing 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 said that there was a humanitarian and security crisis at the border and had called "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
The greater appetite for risk also influences the commodity market, and oil prices are also at the up, the dollar falling relative to most of its peers
The government is expected to send Congress a stronger proposal for pension reform in February, with changes to the current pension system, but also with the creation of new pension plans. a new capitalization model for workers who will continue to enter the labor market
. Ministers of the Civil House, Onyx Lorenzoni, and Paulo Guedes, of the economy, said the vision of the economic team for more sustainable reform should prevail in the version to follow. will be presented to President Jair Bolsonaro next week.
Bolsonaro will still be in charge of the final draw 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 long-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 pact on migration."
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.
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Political Topic
The Minister of Economy, Paulo Guedes, has confirmed that the provisional anti-fraud measure concerning social security benefits and badistance will be sent on Wednesday (9) to President Jair Bolsonaro. Guedes has once again stated that the fiscal impact 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 the pension reform project will be presented in Bolsonaro next week and should be sent to Congress – with the creation of a new capitalization model – in February.
Senior House of Representatives Civilian Onyx Lorenzoni said the decree making firearms more flexible should be ready next week. The subject was treated by the president at a ministerial meeting yesterday at the palace of Plbadto.
Other subjects 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 demanding cheaper tolls, the Ministry of Infrastructure estimates billing billionaires at future auctions.
The time has come to invest in the stock market!
This system, similar to that adopted by the Toucan governments in the State of São Paulo since the 1990s, would abandon concessions that favored the toll reduction criterion, which was in force in the administrations of Luiz Inácio Lula da Silva and Dilma Rousseff, who have been criticized for the economic impossibility they have demonstrated in practice.
Petrobras signed a purchase agreement for the purchase of a national road fund for the purpose of implementing improvements and duplications on other routes so that they can also be granted. and sale of natural gas with the BR Distribuidora for an amount of R $ 2 billion, for a period of 730 days.
A Engie negotiated with Petrobras for the acquisition of TAG (Transportadora Associada de Gás), a subsidiary of the state-owned gas pipeline network and a approximately 4,500 km in the northern and northeastern regions of the country.
The current chairman of the badet manager of Banco do Brasil
BB DTVM, Carlos André, is expected to remain in office, according to the column Broadcast, 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.
. Ministers of the Civil House, Onyx Lorenzoni, and Paulo Guedes, of the economy, said the vision of the economic team for more sustainable reform should prevail in the version to follow. will be presented to President Jair Bolsonaro next week.
Bolsonaro will still be in charge of the final draw 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 long-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 pact on migration."
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.
The Board of Directors of Copel elected Daniel Pimentel Slaviero as Managing Director, Eduardo Vieira de Souza Barbosa as Director of Legal and Institutional Relations, and David Campos as Director. deputy.
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 last closing.
Safra also downgraded from neutral to neutral. Itaúsa formerly ranked in the category "outperformance". The target price has been raised from $ 12.20 to $ 14, implying a potential increase of 8.7% over the last closing.
Guggenheim began to cover the shares of . BB Security saw the recommendation demoted 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% over the last closing.
To Taurus Armas the new name of Forjas Taurus, yesterday approved a preliminary agreement to put an end to the trial proposed by the United States concerning alleged defects described in revolver models. The proposal for the agreement involves costs estimated between US $ 7.1 and 7.9 million.
(With Agência Estado and Agência Brasil)
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