US currency closed the session on Monday (30) to R $ 5.43 and ends June with a devaluation of 4.99%, while the B3 index accumulates gain of 1.33% in June
It presented a firm drop in the session on Monday (30), and closed at home of $ 5.43, at the lowest level since September last year. After rising 27.34% over the real in 2024, the dollar ends the first semester with losses of 12.07%. The day was marked by a new round of global weakening of the American currency and the fall of Treasuries rates, due to the growing perception that the space for interest cuts has increased later this year by Federal Reserve (the US Central Bank), which is under the close attack of US President Donald Trump.
Emerging currency also benefited from improving the appetite for signs that the US may close commercial agreements with relevant partners before July 9, a date that would mark the return of reciprocal tariffs announced by April 2 in the so -called Liberation Day. Negotiations with Canada, which is interrupted, will be resumed after the country revoke taxes on US technology companies.
With minimum at R $ 5,4247 in the afternoon, the cash dollar ended the day down 0.89%, to R $ 5,4341 – lower closing value since September 19 (R $ 5,4242). The currency ends the week with devaluation of 4.99%, the largest monthly loss since January (-5.56%). Real presented on Monday the best performance among the most liquid global currencies, closely followed by the Chilean weight. The session was marked by the rolling of positions in the future segment and the dispute in the formation of the last PTax rate not only from June, but also the second quarter and the first half, which may have exacerbated movements in the local market.
Abroad, the DXY – dollar behavior thermometer compared to a basket of six strong currencies – fell about 0.50% and broke the floor of 97,000 points, with minimum at 96,806 points. The Dollar Index ends June with losses around 2.6%, bringing the devaluation of the year to 11%at the lowest level since March 2022.
Ibovespa accumulates gain of 1.33% in June
Petrobras’ turn (on +0.86%, PN +0.54%) gave extra momentum, which extended the maxims of the session from the early afternoon of Monday, replacing it at 139 thousand points at the best time of day, at 139,102.75 points. At the end, at the highest level of closure since the 16th, the B3 index has closed up 1.45%at 138,854.60 points, leaving the minimum of the session at 136,429.87 points, which started at 136,865.19. The financial turnover was $ 20.5 billion in this last June session. In the month, Ibovespa was won of 1.33%.
Thus, it extended the positive monthly series started in March, with a rise then 6.08% – succeeded by 3.69% in April and 1.45% in May. In the second quarter, the Ibovespa accumulated gain of 6.18%, after 8.29% in the aggregate between January and March. In the year, it now rises 15.44%.
It was the best first half for Ibovespa since 2016 – in the same period of 2024, had recorded its worst performance in the interval since 2020, the initial year of the pandemic. The best recent performance was 14.88% of the first half of 2019 – now surpassed, six years later, but still below the almost 19% increase between January and June 2016, when Ibovespa advanced 18.87%. The 15% increase in Ibovespa in the first half of 2025 was anchored by foreign flow to Brazil, with the largest balance accumulated in three years.
On Monday, the good performance of banks -with gains above 1.5% for the largest institutions -combined with Petrobras’s advance, more than compensated for the negative effect of Vale On, the main action of the Ibovespa wallet, which closed down 0.66% -the only one among the main blue chips in the negative field at the close of the day. At the winning tip, MRV (+7.60%), Magazine Luiza (+5.91%) and Azzas (+4.70%). On the opposite side, PETZ (-1.51%), CSN (-0.80%) and Usiminas (-0.72%).
*With information from Estadão Content
Posted by Carolina Ferreira
