Global scholarships and the value of the dollar fell on Thursday (3) after US President Donald Trump announced the mutual tariff on Wednesday.
Republican evaluation is that the initial shock of investors was already expected, but the trend is the direction The market in the end flourishes.
Investors heard before CNNHowever, she does not share the same certainty. Otherwise, the consensus between them is that the moment is unconfirmed as possible.
“It is extremely difficult to weaken the future of the economy, (…) we still have a cloud, a giant question mark (over the damage of American trade policy),” says André Fernandez, chief economist in economic analysis.
Here in Brazil, The dollar fell by 1.18 %, at $ 5,629 in sale The slightest closure since October 16, 2024, when it was closed at $ 5,6226. Ibovespa works between highlands and losses per day, and ending the trading session in a smooth decrease of 0.04 %, to 131,140.65 points.
However, in the rest of the world, the losses were more expressive. Asia, Europe and US bags have witnessed a strong fall with fear of customs tariffs.
“It has a confidence crisis, I thought the market is less in the United States. Trump’s government has done (…) of the” abuse “of the United States (…) sale “Among the two American weapons in global markets,” says Renoir Vieira, Duna Indmentoria partner.
“The interpretation of the market with regard to the definitions related to the Brazilian issue is positive. Brazil has come out much better than most of the relevant countries, and this directs resources directly to Brazil. It can be seen in medium -term international companies in the medium term increasing production and investment in Brazil to serve the United States market more competitive,” Vera Vera.
On the downside, what should be more weight to lead IBovesPa to the fall at the end of the trading session, investors indicate the lowest level in international trade and low efficiency in valuable global chains.
Luciano Costa, chief economist in Mont Bravo, notes that if there is a climbing of the trade war, the trend is an increase in risk hatred, and therefore, there is an exacerbation of asset prices.
“In the short term, you will continue to see the effects of this shock, as a lot of correction occurs already. There was a major change in the scenario, the assets will seek a balance, but the moment is an investigation in the markets,” Costa is dealing with.
Paula Rahbi, NOMAD Research Director, notes that the decline in the dollar on Thursday was partially expected that the American economy would slow down due to the customs tariff. In addition, it draws attention to the high interest rates here in Brazil, which attracts the capital of investors looking for profitable alternatives. But he stresses that the moment is a fluctuation.
In this line, Helena Veronies, chief economist at B.side Investments, strikes the key to the future of the market in this scenario.
“From now on, it is extremely difficult to talk about the dollar perspective because everything is very certain. If we continue to see this trend of potential stagnation, and if the indicators indicate that, we can have a weaker dollar. But the environment is very unconfirmed, and the environment of a lot of aversion (…) may have a safe haven – although the United States is in consciousness.
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