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SÃO PAULO – The Ibovespa fell on Friday (22) with the international stock markets correcting the sequence of recent highs in which historical records have been broken and investors here continue to monitor the news about the government’s fiscal agenda.
The day before, the candidate supported by President Jair Bolsonaro for the presidency of the Senate, Rodrigo Pacheco (DEM-MG), said that it was necessary to resume the discussion on helping those most in need in the face of the crisis caused by the coronavirus.
There is also expectation for the press conference to be given by the governor of São Paulo, João Doria, which may imply the announcement of stricter social isolation rules in the state due to the increase in cases and deaths. It is worth remembering that São Paulo has already started vaccinating people on the front lines of the fight against the disease with the CoronaVac immunizer.
On the other hand, good news may be the arrival in Brazil of 2 million doses of the vaccine developed in partnership between AstraZeneca and the University of Oxford, produced by the Serum Institute in India.
At 10:11 am (Brasilia time), the Ibovespa fell 1.57% to 116,469 points.
Meanwhile, the commercial dollar rises 0.87% to R $ 5,4097 in the purchase and R $ 5,4107 in the sale. The US dollar maturing in February has gains of 1.1%, at R $ 5,411.
In the future interest market, the ID of January 2022 falls three basis points to 3.36%, the ID of January 2023 falls four basis points to 5.11%, the ID of January 2025 operates stable at 6.66% and the ID of January 2025 registered a positive variation of three basis points to 7.33%.
Returning to the international scene, the pharmaceutical companies Pfizer and BioNTech agreed to provide immunizations to the Covax Facility project of the World Health Organization (WHO), focused on low-income countries. The information was published on Thursday by the international news agency Reuters, which cited two sources whose names were not identified.
Investors are also watching the United States Senate vote to appoint Janet Yellen as Secretary of the Treasury for Democrat Joe Biden’s administration.
This Friday the activity data in the euro zone, measured by the PMI index (acronym in English for the purchasing managers index) made up of Markit, which measures the performance of industry and services, was released. The index fell to 47.5 points in January, compared with 49.1 in December. Any reading below 50 indicates retraction; above, expansion of activity.
IHS Markit’s preliminary composite PMI fell further below the 50 mark that separates growth from contraction, hitting 47.5 in January from 49.1 in December. The Reuters poll pointed to a drop to 47.6.
“A double dip recession for the eurozone economy seems increasingly inevitable as tighter restrictions due to Covid-19 hit businesses even harder in January,” said Chris Williamson, chief economist at IHS Markit.
Asian stocks have slumped as investors look to pocket the gains of the previous days, fueled by expectations that the new US president, Democrat Joe Biden, could pass broad stimulus packages.
Asian markets have also been negatively affected by expectations that China will re-implement restrictions to reduce the risk of the pandemic advancing in the country. The number of new cases is growing. On Thursday, China registered 144 diagnoses. The level is well below the 6,905 recorded on February 11, but it turns red as it signifies an increase in the pollution rate.
Shares of Chinese oil company CNOOC fell 5.57% following the announcement that the company will be removed from the ACWI and MSCI indices. Last week, the US Department of Commerce, still under Donald Trump’s administration, announced that it had included CNOOC on a list that restricts the items it can receive from the United States.
Covid no Brazil
The consortium of press vehicles that systematizes data on Covid collected by state health departments in Brazil announced, at 8 pm on Thursday (21), the advance of the pandemic in 24 hours in the country.
The moving average of confirmed cases in 7 days was 53,386, an increase of 18% compared to the period ended 14 days earlier. In just one day, 59,946 cases were registered. The 7-day moving average of deaths was 1,010, an increase of 16% compared to the level recorded 14 days earlier. In just one day, 1,335 deaths were recorded, the highest level since August 4.
This Friday, the direction of João Doria (PSDB) will announce a new classification of the regions of the state of São Paulo in the plan that determines the degree of restriction as a way of seeking to reduce the rate of contagion by Covid.
According to Folha de S. PauloStarting at 8 p.m. this Friday, the red phase, the most restrictive, will be valid for all cities. The measure will be reproduced in other weeks and, on weekends and holidays, it will be valid during the day and night.
Thus, bars, restaurants and shops considered not essential, such as shopping centers and lounges, will stop working until the next morning. The measure is due to a 42% increase in cases in the state in one month, and a 39% increase in deaths.
Also this Friday, Anvisa will decide on the second emergency order from the Butantan Institute for CoronaVac, in reference to more than 4.8 million doses of the immunizer from the Chinese pharmaceutical company Sinovac. On Sunday, Anvisa released the first 6 million doses that had arrived from China.
Also on Friday, 2 million doses of the vaccine developed in partnership between AstraZeneca and the University of Oxford, produced by the Serum Institute, in India, should arrive. Last week, Brazil prepared a plane to search for the immunizer, which, however, was delayed.
Fiocruz (Fundação Oswaldo Cruz) reported that it intends to verify the quality, safety, labeling and labeling to have the material ready for application on Saturday (23) afternoon. Until now, India had only shipped the vaccine to neighboring countries.
In at least 12 states and the Federal District, there are reports that politicians, businessmen and public officials received doses of CoronaVac even though they were not part of the priority groups. On Thursday vaccination was suspended in Manaus and Tupã (interior of São Paulo). There were accusations of privilege against doctors and relatives of local businessmen in Manaus, and the vaccination of a member of the Santa Casa administration in Tupã. The cases are investigated by the Federal Public Ministry.
Emergency aid is a contested issue for Congress
According to Folha de S. Paulo, the government of Jair Bolsonaro (without a party) should adopt a more friendly tone in relation to the participation of the Chinese giant Huawei in the 5G technology auction in Brazil, seeking to accelerate the importation of supplies for the production of vaccines against Covid.
On Thursday, the two candidates supported by Bolsonaro (without a party) for the presidencies of the Chambers of Congress made statements about a possible new round of emergency aid for those most affected by the Covid crisis.
Senator Rodrigo Pacheco (DEM-MG), candidate for the presidency of the Senate, told the international news agency Bloomberg that it will be necessary to “sacrifice some economic premises to maintain some form of aid to these people. [as mais pobres] (…) The spending ceiling was an important measure, it must be observed, but we are in an absolutely exceptional state of need, with dying and unemployed people, so the State must help them ”.
In an interview with Or Balloonstated that, as a first step, the Senate, Chamber and Ministry of Economy would find “a way to reconcile fiscal responsibility with the need for social assistance to these people.”
Candidate for the presidency of the Chamber, Deputy Arthur Lira (PP-AL) affirmed that a potential new program would be designed “in a way that the market can sustain.” He answered a question at an ACSP (Associação Comercial de São Paulo) event in São Paulo. The speeches were poorly received by the markets, and Lira took to social networks to affirm that “any discussion about possible additional emergency aid must be carried out in a responsible manner and accompanied by new reforms.”
Recently, Lira benefited from the adherence of PSL deputies to his candidacy, in the dispute against Baleia Rossi (MDB-SP), which has the support of the current mayor, Rodrigo Maia (DEM-RJ). The MDB command seeks to recover the dissidents.
This Friday, Folha de S. Paulo It prints as a cover story a compilation of 23 situations in which President Jair Bolsonaro promoted attitudes that, according to the newspaper, could be classified as a crime of responsibility, highlighting the publication of a pornographic video on social networks and support for anti-democratic acts. , in addition to acting in the pandemic. According to the newspaper, the health crisis would have broadened the legal basis for a possible impeachment.
Corporate radar
Highlighted in the news, Vale and the Minas Gerais government have not reached a comprehensive agreement on reparations for the Brumadinho disaster and negotiations are closed, State Administration Secretary Mateus Simões said on Thursday. “We come out of the last mediation hearing with Vale, the last one because there will not be a new hearing,” he said.
“However, a period of one week has been given for Vale to present a new value proposition. It is time for Vale to act with responsibility, to act with dignity and repair the damage that was caused, ”added the secretary.
Still drawing market attention, Oi will receive proposals for the fiber optic auction. According to Bloomberg, the Canada Pension Plan Investment Board (CPPIB) partnered with a fund managed by Banco BTG Pactual SA to submit a binding offer for the unit.
Meanwhile, Wiz announced that it had reached an agreement to form an insurance broker with vehicle manufacturer Caoa, with a 50% stake in the business. Caoa has a network of 233 car dealerships, 156 of which are its own, and at the end of 2019, it entered the car rental market. The brand is the official distributor of the Subaru, Hyundai and Chery brands in Brazil.
Gafisa presented its guide, forecasting double launches in 2021, up to R $ 1.7 billion.
Eletropar’s operating arm of Eletropar said Thursday that it sold all of its shares in Light. Operations took place at B3 between January 8 and 20. On Eletrobras’ radar, there is still a reduction in the recommendation of Bradesco BBI shares to neutral after the speech of Rodrigo Pacheco (DEM-MG), candidate for the presidency of the Senate, that the privatization of the state company is not a priority.
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