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SÃO PAULO – Ibovespa trades between profit and loss on Tuesday (15) with the politics overshadowing the improvement in international news. President Jair Bolsonaro increased the uncertainties by saying that “it is forbidden to speak of Renda Brasil” in his government and that Bolsa Família continues until 2022.
Bolsonaro criticized the economic team’s ideas to freeze pensions and cut aid for the elderly and the poor with disabilities. “This is a dream of someone who is disconnected with
reality, ”said the president. “Anyone who comes to propose a measure like this can only give a red card, because they don’t have a heart and they don’t understand how retirees live.”
The day before, China reported industrial production growth of 5.6% in August compared to the same month last year, above the median expectation of economists, which pointed to an increase of 5.1%. Retail sales advanced 0.5%, showing the first expansion of the indicator in the year. The estimate was of stability in the number of retailers.
According to the Bradesco BBI analysis team, Chinese household consumption data in August came as a positive surprise, possibly due to consumer response to the relative control of the pandemic and less restrictions on mobility.
Investors are still waiting for the Federal Open Market Committee (FOMC) meeting, which begins today, for the Federal Reserve’s monetary policy decision to be made tomorrow. Also on Tuesday the meeting of the Monetary Policy Committee (Copom) will begin, which will decide on the Brazilian interest rate.
At 10:35 am (Brasilia time) the Ibovespa had a slight increase of 0.22%, to 100,497 points.
Meanwhile, the commercial dollar fell 0.28% to R $ 5.2582 in the purchase and R $ 5.2602 in the sale. The future dollar for October fell 0.3%, to R $ 5,257.
In the future interest market, the ID of January 2022 operates stable at 2.82%, the ID of January 2023 remains at 4.09%, the ID of January 2025 rises two basis points to 5.97% and the ID of January from 2027 it advances two basis points to 6.97%.
Regarding raw materials, the International Energy Agency (IEA) has lowered its forecast for an increase in oil demand for 2020. The world demand expectation was 91.7 million barrels per day, a reduction of 8, 4 million barrels per day in the annual comparison.
In Brazil, one of the highlights is the news that the government plans to review almost 2 million benefits for the elderly and people with disabilities in need. Also noteworthy is the information that representatives of the evangelical group are articulating to overthrow the veto of President Jair Bolsonaro on the cancellation of the tax debts of the churches.
Reduce expenses
In the national news, one of the highlights is the news that the government plans to review nearly 2 million benefits for the elderly and those in need with disabilities. According to Folha de S.Paulo, the saving of the measures would be R $ 10 billion per year. The change is being prepared by the Ministries of Economy and Citizenship, according to the newspaper, and would be made by decree.
After President Jair Bolsonaro vetoed the cancellation of R $ 1 billion in tax debts of the church, representatives of the evangelical group are working together to revoke the veto. Yesterday, the president of the evangelical group of the House, Silas Câmara (Republicans-AM), said that he had a majority to maintain the forgiveness of the churches. According to the State of S.Paulo, the bank will meet today to discuss its strategy.
Even in the churches, he was informed by the State of S.Paulo that the government is studying a way to immunize taxes on churches through a proposed constitutional amendment (PEC), which must be sent before the veto vote, scheduled for October.
The Ministry of Economy opposes the measure. Today, churches have immunity from the collection of taxes, but the protection does not come to contributions, like the CSLL and social security.
Inflation and reelection
In addition, President Bolsonaro declared again last night that there will be no price fixing to contain food inflation. He noted that the increase in rice is due to increased consumption and that increased imports should help alleviate the situation.
It also draws attention Stadium / Broadcast showing that the leaders of the majority of the parties support an end to reelection to executive positions. The measure has the support of 15 of the 24 parties represented in the House and Senate.
Last week, Congressman Alessandro Molon (RJ) presented a proposal to amend the Constitution (PEC) to prohibit reelection. The issue took center stage after former president Fernando Henrique Cardoso declared that he was wrong to be reelected.
Another national highlight is the appointment of the acting Minister of Health, Eduardo Pazuello, in office. The military will take office tomorrow (16). He took office on May 16, after serving as executive secretary of the Nelson Teich administration. Yesterday, Brazil reached 132,006 lives lost since the start of the pandemic.
Corporate radar
Today, the market continues to monitor the transaction between Ser Educacional and Laureate. After Ser offered R $ 4 billion for Laureate’s Brazilian assets, Yduqs declared that it could enter the dispute.
A Folha de S.Paulo published that Cogna, the leader of the sector, will not stop and will be able to make an offer to defend its first position in the market. Another possible target for Cogna could be Uniasselvi.
Investors also follow the definition of the price per share of the Plano & Plano offering. In addition, Petrobras announced a reduction in its investment plans for the period 2021 to 2025. According to the state company, the investment will be between US $ 40 billion and US $ 50 billion.
Minerva said it is studying the sale of 25% of the Athena Foods subsidiary to a special purpose company listed on Nasdaq (SPAC) for US $ 200 million.
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