June 3, 2023
U.S. stocks headed for the 1st rise after several weeks of losses;  US inflation and today's market issues

U.S. stocks headed for the 1st rise after several weeks of losses; US inflation and today’s market issues

Futures of New York and European stocks are rising in the same direction as Asian markets close this Friday (27) morning, easing fears of a tightening of monetary policy.

Today, the PCE for April (9:30 am), the central bank’s preferred price index for inflation, is expected to rise 4.9% in the same month in 2021, according to the Refinitiv Consensus. On Thursday (26), a higher-than-expected fall in Q1 GDP (-1.5%) led to a rally in stocks, amid concerns over a more severe tightening of the US Federal Reserve’s monetary policy.

Markets are also wary of conflicts in Ukraine, with a US official saying Russia is making “increasing progress” in the Donbass region.

The Russian Defense Ministry’s state news agency Interfax has said that rising international food prices will allow foreign ships to leave ports on the Black Sea and the Sea of ​​Azov.

In Brazil, after Datafolha showed that Lula had a chance to be elected in the first round, the electoral situation should take a higher place.

On the corporate side, there is anticipation for the Eletrobras share issue protocol scheduled for this Thursday (26).

See also highlights:

1. Global Scholarship

United States

U.S. futures traded slightly higher on Friday morning, with key indices on track to break seven-week losses.

Retail company results continued even after the market closed on Thursday. Shares of Ulta Beauty rose about 7% in the after-market after better quarterly results than expected, while the gap fell about 13% after lowering its earnings guidance.

Investors will keep an eye on the economic calendar, including data on prices, personal income and consumer spending.

See the performance of futures markets:

  • Dow Jones Future (USA), -0.16%
  • S&P 500 Futures (US), -0.50%
  • Nasdaq Futures (USA), -0.86%


Asian markets closed on the positive side, especially in Hong Kong’s Hong Cheng, which rose nearly 3% after technology firm Alibaba reported better quarterly results on Thursday.

  • Shanghai SE (China), + 2.41%
  • Nikkei (Japan), + 1.75%
  • Hong Cheng Index (Hong Kong), + 4.01%
  • Cosby (South Korea), + 1.03%


European markets mostly rallied and headed towards a positive week as fears of monetary policy austerity eased slightly.

Markets in Europe closed higher on Thursday, including the so-called “unexpected tax” on oil and gas profits following the announcement by British Finance Minister Rishi Sunak of a series of measures to tackle the country’s cost of living crisis. Giants.

Thursday marked the end of the World Economic Forum, where the world’s top financiers, politicians and businessmen gathered in Davos to discuss the problems facing the world economy. Some dark forecasts have been made, especially for Europe, which many economists consider vulnerable to recession.

  • FTSE 100 (UK), + 0.34%
  • DAX (Germany), + 1.27%
  • CAC 40 (France), + 1.20%
  • FTSE MIB (Italy), + 1.06%


Oil prices rose on Friday, with Brent oil reaching its biggest weekly improvement in a month and a half, supported by the EU ban on Russian crude and the possibility of an upcoming summer in the United States.

  • WTI oil, + 0.68%, $ 106.08 a barrel
  • Brent crude was up 1.09% at $ 108.76 a barrel
  • Iron ore traded up 4.19% at 869.50 yuan, equivalent to US $ 131.95 on the Dalian Exchange.


  • Bitcoin, -0.53% at $ 39,439.32 (up from 24 hours ago)

2. Table

This Friday, focus on US household spending and income data for April and consumption inflation, the key inflation index monitored by the central bank.


9:00 a.m .: Election Poll -XP / Ipespe

United States

9:30 a.m .: April Personal Expenses and Income

9:30 am: Monthly total inventory

9:30 am: Key PCE price index for April, Refinitiv forecast 0.3% monthly increase and 4.9% annual increase

11 a.m .: Michigan Consumer Foundation

Afternoon 2: Baker Hughes study number

3. Bolsanaro criticized ICMS ceiling compensation

President Jair Bolzano criticized the content of the text, which was approved on Thursday, Wednesday, the 26th, setting a ceiling of 17% of the ICMS rate levied by states on fuels through the compensation mechanism. He also said he could veto the move.

To reduce the resistance, the ICMS inserted a temporary stimulus in the Chamber program to provide compensation to states and municipalities when the loss of collection is greater than 5%.

Datafolha says Lula intends to get 48% of the vote and Bolsonaro intends to get 27%

Former President Luiz Inacio Lula da Silva (PT) is leading in the election race for the Planado Palace and has 48% of the electorate, while President Jair Bolsanaro (PL) has recorded 27% voting intentions, according to a poll released Thursday. Datasheet.

Conducted between May 25 and 26 – therefore, after the withdrawal of the PSDB’s pre-candidate, former governor of S சாo Paulo Jono Toria – this survey is not comparable to the previous one because it brings scenes with different variables.

Bolsanaro claims that there is a 5% restoration trend for all servers

After several indications that he would offer concessions to police officers, President Jair Bolzano (PL) said yesterday (26) that he was withdrawing from the idea and that there was a tendency to offer a 5% increase for all categories.

4. Govt

As of 8pm last Thursday (26), there were 136 deaths and 30,033 Covid-19 cases reported in 24 hours in Brazil, according to the Press Vehicles Federation.

In Brazil the moving average of coveted deaths in 7 days was 108, which is 10% higher than the previous level of 14 days.

The moving average of new cases in seven days was 17,313, down 1% from 14 days ago.

The number of people fully vaccinated against goitre in Brazil has reached 165,771,688, equivalent to 77.16% of the population.

The number of people taking the minimum first dose of the vaccine reached 178,339,267, or 83.01% of the population.

The booster dose was given to 91,640,768 people or 42.66% of the population.

5. Corporate Radar

Bets (PETZ3)

Petz will pay the dividend on June 30, 2022. At the base date of June 30, 2021, shareholders will receive the aforementioned JCP (respecting negotiations held up to that date). Interest on capital, total lump sum R $ 5 million, total lump sum of R $ 0.01269063884.

In case of deposits, the total amount will be R $ 4.321 million but the first installment will be R $ 2.160 million. The second installment will be paid by December 31, 2022.

The JCP corresponding to the second half of 2021, the total amount equivalent to R $ 0.02298544557 per share common to the base date of December 23, 2021, will be paid until December 31, 2022.

Bank of Brasilia (PSLI3)

Banco de Brasília has agreed to advance interest on equity (JCP) in the amount of R $ 26,853,058.87, equivalent to R $ 0.072314623 for a common stock and R $ 0.079546085 for a preferred stock.

Shareholders holding shares on June 1, 2022 are entitled to interest on the equity, with credit corresponding to 6.10.2022.

Title (Train3)

Rumo has updated the amount paid in dividends to R $ 0.01930664406384, rather than the value of a share issued in the announcement on 04.27.2022.

As of April 27, 2022 (base date), payments will be made on a shareholder basis, and from April 28, 2022, the company’s shares will be traded on “former” dividends under the trademark “RAIL3”.

(With Estado, Reuters and Agncia Brasil)

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