The dollar continued to fall against Real in the afternoon of Friday, August 1, as well as against most global borders, after July report (Payroll) and other indicators of economic activity of the weaker United States. There are also reports of higher flow for emerging markets, with Brazil being more benefited in Carry Trade (load) operations for the interest of interest-with 15% per year, and expectation of continuity at this level per long time-as CME Group platform points to a higher chance than the Federal Central Bank) initiates its monetary flexibility cycle in September.
The dollar oscillated R $ 5,6284 in the morning, when it reflected the new list of commercial tariffs announced by the president of the United States, Donald Trump, up to a minimum of R $ 5,5279 also reached in the first stage of the trading session, after Payroll and other data from the US economy, such as consumer sentiment, PMI industrial measured by ISM and construction investments. Finally, it closed down 0.99%, at R $ 5.5456.
The US Employment Report presented 73,000 new vacancies, well below the forecast of 110,000 (median) market and unemployment rate increasing to 4.2%.
The dxy index, which measures the dollar against a six -pair basket, gave rise to 1.20%at 98.772 points around 5 pm. The fall of the DXY was further accentuated after the Fed Director, Adriana Kugler, to resign, from August 8, 2025, making room to indicate a new name to the Central Bank by President Donald Trump, at a time when the Republican intensifies the pressure for interest cuts. Trump also ordered the immediate resignation of the labor statistics, Erika McTentfer, claiming data manipulation to harm his government.
Stock exchange
In an atypical session -with a delayed standardization of the signal to Ibovespa in sight, available around 1:30 pm -the B3 index came to fight for a more stable early August, after completing July with its worst performance for the month in 10 years, equaling the 4.17% retreat also seen in July 2015. In the end, the view showed loss of 0.48% at 132,437.39 points Inaugural session of August, ranging from a minimum of 132,140.30 and maximum of 133,236.92 points, leaving opening at 132,919.56 points. The financial turnover was $ 21.5 billion in the session.
In the week, the B3 index accumulated loss of 0.81%, after a light gain of 0.11% in the previous one – which had been the first positive interval for Ibovespa since the period that extended from July 7 to 18. In the year, it rises 10.10%.
At the winning tip this Friday, highlight Marcopolo (+5.58%), Auren (+4.55%) and Assai (+3.30%). On the opposite side, Banco do Brasil (-6.85%), CSN (-5.34%), Gerdau (-4.69%) and Metallurgical Gerdau (-4.06%)-with three companies in the metal sector, after CSN reported net loss of R $ 130.4 million in the second quarter, even though it has shown improvement from the previous year, highlights Christian Iarussi Economist and partner at The Hill Capital.
Among the first -rate actions, performance was also mostly negative, except for Vale On, the highest weight in the index, this Friday up 0.54%. Petrobras on and PN gave, in order, 1.42% and 1.32%, and among the large banks the adjustment reached almost 7% in closing, in BB On. Here, the roles of the financial sector listed in B3, in particular Banco do Brasil On, deepened losses from the middle to late afternoon amid developments in the news of the United States and Brazil dispute.
According to columnist Bela Megale, from the newspaper O Globo, Eduardo Bolsonaro would have requested total blockade of assets of Alexandre de Moraes, Minister of the Supreme Court (STF) already framed in the magnitisky law – and that the Trump government would also be examining the possibility of applying sanctions directly to Brazilian financial institutions, which resulted, in the afternoon, in accent to BB On action.
In addition, at Friday’s session, the fall in New York’s stock rates, driven by Payroll, also had a negative influence on Ibovespa. “The US labor market begins to give more evident signs of weakness, which presses the Fed to anticipate interest cuts. This perception has made the interest rates interest rates back, the dollar loses strength abroad and the main indexes of New York operated in red,” says Iarussi of The Hill Capital. In closing, Dow Jones marked -1.23%, S&P 500 -1.60%and NASDAQ -2.24%.
For Adam Hetts, Janus Henderson Investor’s global multiative director, the most worrying on Friday’s reading vacancies in the US for July 73,000, were net revisions for the previous two months, which resulted in a subtraction of 258,000 stations in the break. “These revisions placed the May index in 19,000 and the June 14,000. If these numbers had been the first to be released for a month or two, they would have significantly changed the labor market narrative throughout the summer. In fact, the chances of an interest rate cut in September are increasing significantly with the disclosure of these data,” he adds in a statement.
In another deployment related to the US labor market, US President Donald Trump said this afternoon that he ordered immediate resignation from the labor statistics, Erika McTaFerfer, after the job report, known as Payroll, indicates a strong slowdown in the pace of vacancy creation. In a publication on Truth Social, Trump complained about McTaFerfer was named by his predecessor, Joe Biden. The Republican accused her of “defrauding the numbers before the election” to try to increase the chances of victory of Kamala Harris, a presidential candidate last year.
