US actions, possible departure from Doge’s musk and the discharge of Brazilian assets are among the topics
The main future rates of actions in the United States operate on the rise on Wednesday (23.br.2025), amid the relief of markets with statements by President Donald Trump (Republicans) indicating that he does not intend to replace the president of the Fed (Federal Reserve, Central Bank of the US), Jerome Powell. Comments on a possible reduction in the rates imposed on China also animated investors.
At the same time, Tesla’s CEO (Nasdaq :), Elon Musk, signaled that he should reduce his involvement with the government amid the drop in sales of the automaker. Brazilian assets accompany the improvement of global risk appetite after lower inflation projections and firm central bank positioning.
USA
US future rates advanced on the morning of this 4th (23.abr), with investors positively reacting to Trump’s speech by dismissing the intention to dismiss Powell.
At 07:45 in Brasilia, Dow Jones’s most liquid future contract climbed 722 points (+1.84%), S&P 500 earned 123 points (+2.35%) and Nasdaq 100 advanced 498 points (+2.73%).
On Tuesday (22.abr), the main rates in New York ended the trading session with gains above 2.5%, driven by the perception that the White House posture in commercial negotiations with China may be becoming less aggressive.
Trump told journalists that the tariffs imposed on China will be reduced after any agreement, although he has pointed out that they should not be completely eliminated. Treasury Secretary Scott Bessent said conversations with Beijing will be challenging, but believes it is possible to reduce tensions. For the INGBessent’s statements can help stabilize the dollar, which had been pressed.
In the corporate radar, investors follow a new round of balance sheets, especially the first disclosures of the group of “7 magnificent”formed by very high market value technology companies.
Despite the recovery of Tuesday (22.abr), the S&P 500 continues almost 14% below the historic maxim recorded on February 19, reflecting the impact of the last weeks of instability caused by Trump’s erratic tariff policy.
Trump retreated in the hardest criticism against Powell, stating on Tuesday (22.abr) that “Does not intend” dismiss the president of the Fed.
Before the Easter holiday, the market feared that Trump was preparing ground to ward off Powell on the grounds that the Fed was being too slow in interest courts. Declarations of a high -ranking White House advisor, which suggested that Powell’s removal was being evaluated, intensified the nervousness.
Trump, however, tried to calm the spirits, stating that I would just like Powell to be “A little more proactive” in defense of interest cuts.
The signs were well received in Wall Street, with papers such as Amazon (Nasdaq: AMZN), Nvidia (Nasdaq: NVDA) and Apple (Nasdaq: AAPL) rising in the After Market.
Nevertheless, caution remains the volatility of political decisions at the beginning of Trump’s 2nd term. On the same Thursday (22.abr), the IMF (International Monetary Fund) cut its growth projections for the US, China and various economies, citing uncertainties generated by US tariffs.
Elon Musk
Tesla CEO Elon Musk said he plans to reduce his involvement with the Trump administration from next month to focus more on the management of his companies.
Musk is one of the central figures of the so -called doge (department of government efficiency), a project led by the White House to wipe out the public machine. Its political action, however, has generated wear and tear, including protests and acts of vandalism in Tesla stores, and pressured sales of the automaker.
Given this scenario, Musk said in a conference with analysts that “Most of the heavy work to structure Doge and collaborate with the government in public finances has already been completed”.
Tesla’s actions fired at After Market after comments, driven by a profit above the minimum expectations in the main car business in the first quarter.
Technology
The quarterly results of various technology companies are at the center of attention this Wednesday (23.abr). Investors seek signs on both the impacts of tariffs and on the progress of AI investments (artificial intelligence).
Prior to the opening of the markets, they should disclose their numbers to amphenol, te connectivity and vertiv (nyse: VRT). After closing, the spotlight turns to IBM (NYSE: IBM), Servicenow and Texas Instruments.
It is also scheduled for this Wednesday (23.abr) the disclosure of the book Beige of the Fed, a report that brings together impressions about the economy in the weeks before the next monetary policy meeting of the monetary authority.
At the last meeting in March, the Fed maintained interest between 4.25% and 4.50%, given the inflationary risks and the resilience of the economy, even with the uncertainties linked to Trump tariffs.
Bitcoin
Bitcoin rose more than 5%, renewing a maximum of 7 weeks, driven by the truce between Trump and Powell and the reduction signaling in tariffs to China.
Already gold retreated after playing historical records in previous days, with the strengthening of the dollar overshadowing the demand for precious metals. A stronger dollar tends to get gold for investors from outside the US.
In the oil market, the prices were still high, expanding the gains the day before after new US sanctions against Iran amid nuclear negotiations. The 2 main oil contracts closed the 3rd (22.abr) trading session close to 2%.
Brazilian assets
On the day of emptied agenda, investors follow the performance of Brazilian assets in the wake of climate improvement in Wall Street.
The most favorable external feeling and the reading that the real can benefit from the new global dynamics put the Brazilian actives prominently, even in a context still marked by geopolitical uncertainties.
In the 3rd (22.abr) Ibovespa trading session rose 0.63%, exceeding 130,000 points, after President Trump’s most moderate signs about the Fed and the Business War with China, contributed to a strong recovery of the bags in New York. This external movement has helped local actives to return from the prolonged holiday with high bias in a more receptive environment for emerging coins and bags.
On the macroeconomic side, the market also reacted to the dissemination of the Focus Bulletin, which showed a retreat in the 2025 inflation projection from 5.65% to 5.57%. The expectation of more benign inflation has helped relieve pressure on the short part of the interest curve, given the most conservative speech of Central Bank President Gabriel Galipolo in the Senate. Galipole reaffirmed the need for a restrictive monetary policy, but indicated that the BC begins to assess whether Selic’s current level is already a considerationist enough. At the same time, the dollar fell 1.30%to R $ 5,7284, reflecting the appreciation of commodities and the global weakening of the US currency.
Among the sectoral highlights, the actions of exporters – as Vale (BVMF: Vale3), JBS (BVMF: JBSS3) and BRF (BVMF: BRFS3) – have benefited from the advancement of commodities and a perception that Brazil can gain space in international trade, amid US and China. In the financial sector, banks such as Itaú and Banco do Brasil (BVMF: BBAS3) also contributed to sustain the index.
With information from.
