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SÃO PAULO – After having renewed its historical intraday maximum at 91,242 points, as a result of the general optimism of the markets with the agreement signed between China and the United States this weekend, but close to the objectives At 89,820 points, the Ibovespa should reflect on Tuesday (4) to the more lenient climate of international trade, which came to digest the uncertainties of the "ceasefire" of the trade war between countries.
The internal market is still closely following the negotiations to try to put on the ballot the project of expensive cession and the rapprochement of the elected president Jair Bolsonaro (PSL) of the leaders of the party groups, returning from its decision to negotiate with thematic groups.
See what to watch this Tuesday (4):
1. Global Equity
Asian stock markets closed due to uncertainties surrounding the details of the China-US G20 deal, which had agreed to facilitate trade wars several weeks ago.
There is no information on the beginning of the "ceasefire" of 90 days. A White House official said the break would begin on December 1, according to Reuters, while White House economic adviser Larry Kudlow told reporters that the deadline would begin on January 1, 2019.
There are also disagreements on exactly what points of agreement and what will be the counterparts of each country. According to the United States, the country has suspended tariff increases to 25% of the $ 200 billion worth of Chinese goods that would come into effect on January 1st. On the other hand, China is committed to increasing its purchases in the North American market of agricultural, energy and industrial products. No specific figure has been closed and China has made no comment on any point of the deal, raising doubts among investors.
Oil prices are up one more day due to OPEC supply cuts (Organization of Petroleum Exporting Countries) and a mandatory reduction in oil prices. Canadian production.
Discover the market performance, according to * Dow Jones Futuro (US) -0.70%
* Nasdaq Futuro (US) -0.63% * The Nasdaq Futures (US) FTSE (United Kingdom) – 0.31%
* CAC-40 (France) -0.74%
* FTSE MIB (Italy) -0.42%
* Hang Seng (Hong Kong) + 0.29% (closed )
* Shanghai (China) + 0.42% (closed)
* Nikkei) -2.39% (closed)
* WTI Oil + 1.81%, to US $ 53.91 on barrel
* Brent Oil + 2.14%, to US $ 63.01 a barrel [19659011] * Futures contracts on iron ore traded on the Chinese stock exchange in Dalian +1, in the last 24 hours [19659010] * Bitcoin $ 3,952.29 USD in United States Dollars -0.49%
of 15,221 USD in -3.05% 72% to 472.00 RMB (in the last 24 hours)
2. Bag on the top.
The uncensored Analysts program badesses the potential for gains after the Ibovespa has crossed the 91,000 intraday points and renewed the historic highs of the last trading days. Is the stock still worth buying? North Ricardo Schweitzer, Bruce Barbosa and Renato Breia's badysts answer this question and indicate whether there are any business flows for the end-of-year recovery. The show is broadcast at 3 pm (from Brasilia) live on IMTV and on the InfoMoney Facebook page.
3. Economic Agenda
The Brazilian Institute of Geography and Statistics (IBGE) announces the industrial production at 9 am (Brasilia), which is expected to increase by 2.1% in October compared to the same month in 2017 and 2% compared to to September, according to the median Bloomberg projections.
The Central Bank will conduct two auctions to sell the US currency together with the purchase. The A auction will receive the proposals from 12:15 to 12:20 (from Brasilia), with settlement of the purchase transactions on February 4, 2019. The auction will host proposals from 12:35 to 12:40, with settlement of transactions from the auction. purchase on March 6th. of 2019.
For the complete program of indicators and results, click here
4. New Politics
The economist Roberto Campos Neto, appointed to the presidency of the Central Bank by President-elect Jair Bolsonaro, will meet this morning with the current director of the regulation of the monetary authority, Otavio Damaso, to discuss his sabatine in the Senate
Bolsonaro also arrives today in Brasilia, where he stays until Thursday (6). He will meet representatives of MDB, PRB, PR and PSDB. This is the first time that Bolsonaro has spoken to party benches and not to specific thematic groups, as was the case for evangelicals and agribusiness entrepreneurs.
The trip takes place at the time the names of (19659010) In the Senate, a new attempt at approval of the expensive transfer project must be attempted, which could bring $ 60 billion to the government. The vote was stopped last week due to technical difficulties to transfer part of the funds raised to the states and municipalities.
The question was on the Senate agenda last week, but was not appreciated for lack of a consensus on sharing. the costly badignment of pre-salt with states and municipalities. On Wednesday, the Senate Speaker, Eunicio Oliveira (MDB-CE), said that he would not put the question because there was no agreement between the members of the Senate. 39 economic team of the current government and President-elect Jair Bolsonaro. . The head of government in the Senate, Romero Jucá (MDB-RR), said the vote should take place from this Tuesday (4). According to Jucá, the sale will only be voted if there is an accounting solution to prevent the $ 100 billion from impacting the government's spending ceiling.
In addition, the STF (Federal Supreme Court) should be supervised. The second college of the Supreme Court is to judge today, from 14h, another application for freedom presented by the defense of former President Luiz Inacio Lula da Silva. The collegiate is the reporter of the petition, Edson Fachin, and the ministers Gilmar Mendes, Celso de Mello, Carmen Lúcia and the president of the clbad, Ricardo Lewandowski
.
Eletrobras signed the agreement in the Petrobras case, with the aim of making the privatization of Amazonas Energia more attractive and regularizing the gas supply of Amazonas GT .
In an unprecedented operation with blockchain, According to Valor Econômico, Itaú Unibanco raised 100 million US dollars.
Sabesp confirmed Benedito Braga as Director General. Fibria approved the advance payment of 2.78 billion rand and Cteep approved the payment of dividends and JCP in the amount of 1.23 billion rand.
(with Agência Brazil)
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