[ad_1]
SÃO PAULO – After crossing the 100,000-point mark, Ibovespa had a week of tension, the stock market collapsing in the face of growing concerns over pension reform. For the next few days, despite a quieter agenda of indicators, the political landscape must remain tense.
GO Associados badysts point out that the state of health of President Jair Bolsonaro, who remains hospitalized at the Albert Einstein Hospital, leaves open a series of decisions related to the government's political and economic agenda. After a bout of pneumonia, the president has evolved and next week, the horizon of his recovery should be clearer.
Meanwhile, in Congress, attention to the negotiations surrounding the command of the main standing committees. The CCJ (Commission for the Constitution and Justice) is one of the most strategic for the reform of the social security reform proposal and its main candidate is Senator Simone Tebet (MDB-MS). In the House, the PSL aims to commission this commission.
Among the indicators, this week is quieter, with the focus being on the December activity indices. After industrial production increased by 0.2% in the last month of 2018, between Wednesday (13) and Friday (15) will be published
retail trade, services, and IBC data. Br, considered (19659003) GO Associados expects the IBC-Br in December to have increased by 0.73% at the margin, to reach 1.26% in one year. Attention is also due to the minutes of the Copom (Monetary Policy Committee) of Tuesday (12), which is highlighted when BC maintains interest at 6.5% per annum and indicates that it should not reduce interest rates this year [19659003] During the earnings season, at least 18 companies will report their fourth-quarter balance sheets. The highlight is Banco do Brasil (BBAS3), which ends the season of the big banks Thursday (14) before the opening of the stock market. Other companies that are part of the Ibovespa and publish their results include: BB Seguridade (BBSE3) in this second; Smiles (SMLS3) and Cosan (CSAN3) on Thursday; and Usiminas (USIM5) on Friday, 15.
Foreign Agenda
A high-level mission from the United States will meet next week with a mission to China to Beijing to continue negotiations on the end of conflict. between the two powers, said the White House Friday. The progress of these negotiations is expected to have a major impact on the US stock market, which eventually impacts the rest of the world.
You want to invest your money better? Click here and open your account in XP Investments
Among the indicators, Tuesday (12), leaves the JOLT report to open new jobs during the month of November. On Wednesday (13), the highlights will be due to the inflation rate and January core inflation publications.
The same day will be published the federal budget balance for the month of December and the weekly oil stocks. Data on durable goods claims for the month of December and unemployment insurance claims will be released on Thursday (14). January 1965.
In China, after the long holidays of the New Year, the highlights will be disclosure in the third of the country's just investments and vehicle sales. On Thursday, investors will monitor foreign trade data, which can confirm the negative impact of the US trade war on exports and imports into China. On the same day, consumer and producer price indices for January
click here and view the full results table.
Source link
