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SÃO PAULO – After closing a series of five summits, the Ibovespa should test again the level of 92,000 points influenced by the optimism of European and American stock exchanges. The market is expecting a positive outcome for the meeting between the government representatives of Donald Trump and China to end the trade war between the countries.
Throughout the day, news of the second meeting between Bolsonaro and his ministers could worsen business volatility, mainly because of the high expectations regarding the design of pension reform.
See what to watch this Tuesday (8):
1. Global Stocks
Asian equity markets ended their mixed but close-to-stability business, with investors cautious ahead of a meeting of Chinese and US government officials seeking a trade deal.
In the West, the rapprochement between countries brings a more optimistic wind. Future Wall Street indexes suggest a positive opening, while European stock markets are also upbeat at the end of Sino-US trade talks.
Global optimism also influences the commodities market and oil heads to the seventh summit followed, with an eye on the production cuts of OPEC (Organization of Petroleum Exporting Countries) .
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Check the behavior of the market according to the price of 7:56 (GMT):
] * Dow Jones Futuro (United States) + 0.49%
* Nasdaq Futuro (United States) + 0.47%
* DAX (Germany) FTSE MIB (Italy) + 0.49%
* FTSE (United Kingdom) + 0.70%
* CAC-40 (France) + 0, 82%
] * Hang Seng (Hong Kong) + 0.15% (closed)
* Shanghai (China) -0.26% (closed)
* Nikkei (Japan) + 0.82% (closed)
] * WTI Oil + 1.11%, at 49.09 USD per barrel
* Oil Brent + 1.01%, to 57.91 USD per barrel
* Bitcoin 4,000 USD +0.49 * Iron ore futures traded on the Chinese Dalian Stock Exchange + 0.78%, at RMB 514.00 (in the last 24 hours)
R $ 15,068 + 0.45 % (in the past 24 hours)
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2. Analysts without censorship
The Analysts without Censorship program badesses the attractiveness of investments in Treasury Direct after the elections and in a scenario of interest and low inflation. The show is broadcast at 3 pm (from Brasilia) live on IMTV and on the InfoMoney Facebook page.
3. Economic Agenda
The International Highlight is constituted by data from JOLTs opening new jobs, indicator closely monitored by the Federal Reserve to define its monetary policy. Brazil point out the figures of industrial production last November at 9 am (Brasilia) taking the 12 months accumulated to be stable, according to the projections of GO Associates. Anfavea (National Association of Automobile Manufacturers) announces vehicle production data for December at 11 am and accumulated data for 2018.
Click here to view the full program of indicators [19659004] 4 New Politics
President Jair Bolsonaro is meeting with his 22 ministers. He wants to hear each of the projects this month, proposals for downsizing and prospects. The text of the social security reform to be presented to the National Congress will also be discussed.
Last week, the Minister of Economy, Paulo Guedes, asked Bolsonaro to list the main points of the text that the government intends to send to parliamentarians this semester .
The social security reform proposal to be studied by the team The president predicts a transition rule of 10 to 12 years, according to Folha de S. Paulo. The period is much shorter than the 21 years provided in the reformed version of former President Michel Temer (MDB), even after the changes made by Congress.
By reaching the minimum age for men and women in a shorter period, the study reform is more severe and would be more profitable than the Temer reform.
Another mission sent to all ministers was a list of measures that everyone intended to implement in the coming weeks. digitization of the accounts of each file and badysis, mainly, expenses incurred during the last days of the management of Michel Temer
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Also on the ministers, following the public disagreements between Onyx Lorenzoni and the heads of the Economy, Paulo Guedes, still during the first week of the new government, Bolsonaro asked that the two conflicts remain in abeyance . and demonstrations of unity. The ministers made a first gesture yesterday and, at the invitation of Onyx, Guedes had lunch with him in the office of the Civil House, in Plbadto Palace, reports the O Estado de S. Paulo newspaper.
In a new retreat, the president informs the military commanders and general officers of the summit of the armed forces that there will be no US base installed in Brazil during his term, reports the newspaper Folha de S. Paulo.
5. Corporate News
The Ministry of Economy denied that the government is paying Petrobras 14 billion US dollars related to the revision of the onerous badignment agreement, in a press release. The payment information was revealed yesterday by the real-time service of the newspaper Valor Econômico.
Petrobras President Roberto Castello Branco yesterday appointed Carlos Alberto Pereira de Oliveira as Executive Director of Exploration and Production. In a statement, the company announced that the dismissal of Solange da Silva Guedes, currently in office, would be forwarded to the board of directors.
The issuance of debentures worth R $ 3 billion on January 15 is still topical. , all registered, registered in account, simple and not convertible into shares, in 3 series at the most. Itaú BBA, BBI Bradesco, BB Investimentos, Citibank and Santander coordinate the file. Blue reported that pbadenger demand for air travel increased by 13.4% in December compared to the same period in 2017. Air seat offers had increased by 13%, 5% during the period. and with that, the flight occupancy rate decreased by 0.1 percentage point year-over-year to 83%.
A Gol earns an operating margin of 19.5% to 20% in the fourth quarter, compared to a margin of 13.3% in the same period in 2017. The company estimates its cash operating at R $ 450 million. R $ 500 million in the last quarter of 2018.
Banco Inter announced the preliminary results of the fourth quarter of 2018. During this period, the institution has exceeded 1, 45 million account holders, 38% higher than in September. The number of investor clients increased by 35% compared to the third quarter of 2018, reaching 115,000 people.
BR Distribuidora begins today the construction stage of a new building in the city of São Paulo, Brazil.
The bank also cites the launch of four new services: Inter Open Platform, Real Estate Consortium, Financial Protection for Wages and Real Estate Guarantee. disclosure of the sale of its 49% stake in CDGN Logística, a Rio de Janeiro company that provides treatment and marketing services for natural gas, methane, carbon dioxide and biogas.
Still in the radar, the company debuted yesterday in the Ibovespa portfolio and has reached its highest market value since its IPO, totaling R $ 31.28 billion. Shares closed the trading session at R $ 26.85, up 0.56% from Friday (4).
The new president of Banco do Brasil Rubem Novaes, said eight members of the board of directors of the company: Antônio Gustavo Matos do Vale, vice president of human resources, supplies and operations; Carlos Hamilton Vasconcelos Araújo for the vice president of financial management and investor relations, Carlos Motta do Santos for the vice president of retail distribution; Carlos Renato Bonetti for the Vice President of Internal Controls and Risk Management; Fábio Augusto Cantizani Barbosa for the vice president of technology; Flávio Augusto Corrêa Basílio, Vice President of the Government; Ivandré Montiel da Silva for the vice president of agribusiness; and Márcio Hamilton Ferreira for the Vice President of Wholesale Trade.
According to the newspaper Valor Econômico, the Bolsonaro government also plans to open the capital of BB DTVM, fund manager at the Bank of Brazil, in charge of the administration. Banco do Brasil BB Seguridade controller, presented to the Civil House the appointment of Bernardo de Azevedo Silva Rothe to the post of General Manager, thus completing his mandate. 2016/2019. After all necessary approvals, the appointment will be subject to the approval of BB Seguridade's Board of Directors.
Eletrobras extended the duration of the transfer of control of Companhia Energética de Alagoas (Ceal) and Amazon Distribuidora until March 31st.
(with Agência Brasil)
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