Market reacted to employment reports in Brazil and the USA; currency changed -0.23% in the session, and B3’s main index changed -0.68%
The commercial dollar closed this Tuesday (June 30, 2026) at R$ 5.163. It was R$5.162 at the minimum and R$5.201 at the maximum. It changed -0.23% on the day. The US currency accumulates a drop of around 5% in 2026.
Ibovespa, the main index of B3 (São Paulo Stock Exchange), closed at 172,029.73 points. It had a maximum of 173,204.72 and a minimum of 170,538.48. It changed -0.68% in the session. For the year, the indicator registered an increase of 23.89%.
The markets reflected the labor market data released in Brazil and the United States. Caged (General Register of Employed and Unemployed) opened 72,960 formal vacancies in May, below market expectations and more than 50% lower than the result for the same period of the previous year. In the USA, the Jolts report (Job Openings and Labor Turnover Survey) showed 7.6 million job openings in the same month.
The indicators are closely monitored by investors because they help to calibrate expectations for monetary policy. A warmer labor market could increase inflationary pressures and reduce the chances of interest rate cuts by central banks. A weakening of employment tends to reinforce bets on a more lenient monetary policy, influencing the behavior of the dollar, the Stock Exchange and interest rates.
Reading indicators is especially relevant in the current monetary policy cycle. Although the Brazilian Central Bank has signaled caution before starting a new easing cycle, the Fed (Federal Reserve) is still looking for evidence of a slowdown in the economy and inflation to resume interest cuts. Both also monitor the effects of the war involving Israel, the United States and Iran. Although the conflict has lost intensity in recent weeks, its impacts tend to persist through the volatility of energy prices, risks to global supply chains and increased geopolitical uncertainties, factors that can put pressure on inflation and influence decisions on interest rates.
