The Ibovespa edged marginally lower to close at 136,341 on Friday, as investors focused on corporate results and the upcoming meeting between US President Donald Trump and Russian President Vladimir Putin on the war in Ukraine. Banco do Brasil jumped 3.4% after earnings and acted as a meaningful positive given its index weight, and meatpackers such as BRF (5.3%) and Marfrig (8.9%) posted strong gains on upbeat results. However, those gains were offset by sharp losses in Embraer (-3.8%) amid a board-level shakeup with the resignation of Pedro Farcic, which hit the stock hard on governance concerns.

Ibovespa Closes Flat on Friday

Net foreign acquisitions of long-term securities, short-term US securities, and banking flows was a net TIC inflow of $77.8 billion in June 2025. Net foreign private inflows totaled $7.3 billion, while net foreign official inflows accounted for $70.5 billion. Foreign residents boosted their holdings of long-term US securities by $192.3 billion, with private investors contributing $154.6 billion and foreign official institutions $37.7 billion. At the same time, US residents increased their holdings of long-term foreign securities by $41.5 billion. After accounting for adjustments, including estimated foreign portfolio acquisitions of US stocks through stock swaps, overall net foreign purchases of long-term securities are estimated at $150.8 billion for the month. These flows reflect continued strong foreign demand for US assets amid global investment dynamics.

US Capital Inflows Rise for Second Straight Month in June

US stocks closed mixed on Friday as investors digested economic data, corporate news, and geopolitical developments. The S&P 500 slipped 0.3% after briefly hitting a record high, while the Nasdaq fell 0.4% amid weakness in chipmakers, with Applied Materials tumbling 14% on a downbeat forecast and Nvidia losing 0.9%. The Dow finished 35 points higher after touching records higher earlier in the session, lifted by a 12% surge in UnitedHealth after Berkshire Hathaway disclosed a major stake. Retail sales in July rose 0.5%, meeting expectations, but the University of Michigan’s consumer sentiment index dropped to 58.6 from 61.7 as inflation concerns grew. Markets were also cautious ahead of President Trump’s meeting with President Putin, while his plan for new tariffs on steel and semiconductors added to trade uncertainty. The S&P 500 and Nasdaq gained 1% week to date, while the Dow outperformed, rising 2%.

Stocks Mixed, But Book Weekly Gain

Cotton futures were trading around 66 cents per pound, after the USDA trimmed its estimates for domestic ending stocks and production. USDA forecasted showed 2025/26 ending stocks at 3.6 million bales, down 1 million from last month, and production cut to 13.2 million bales, below the previous forecast. The USDA's weekly export sales report on Thursday showed exports of 142,600 running bales were primarily to Vietnam, Pakistan, Turkey, Mexico and Bangladesh. The report also showed net sales of upland cotton totaling 242,000 RB for 2025/2026. Additionally, oil prices declined as traders awaited talks between US President Donald Trump and Russian leader Vladimir Putin. Lower oil prices make cotton-substitute polyester cheaper for producers.

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市場快訊

Ibovespa Closes Flat on Friday

US Capital Inflows Rise for Second Straight Month in June

Stocks Mixed, But Book Weekly Gain

Cotton Prices Steady