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The Ibovespa edged down 0.1% to close at 145,500 on Thursday as investors digested Copom’s decision and weighed the global rate outlook. The Central Bank kept the Selic at 15% for a second consecutive meeting and said rates are likely to remain elevated for some time because the labour market is strong, fiscal support remains ample and inflation expectations are not yet anchored. That cautious stance did little to support equities, though credit sensitive names retained much of yesterday’s gains after the Fed cut rates. Magazine Luiza fell 1.1% while Renner rose 0.4%. Among commodities, Vale lost 0.4% and Petrobras 1%. Banks were mixed with Banco do Brasil up 1.1% and Santander down 0.8%.

Ibovespa Gives Up Record High

Net foreign acquisitions of long-term securities, short-term US securities, and banking flows was a net inflow of $2.1 billion in July 2025. Foreign residents increased their holdings of long-term US securities by $78.8 billion, including $72.4 billion in net purchases by private investors and $6.4 billion by foreign official institutions. At the same time, US residents raised their holdings of long-term foreign securities, recording net purchases of $29.6 billion.

US Capital Inflows Rise for 3rdt Month in July

The S&P/TSX Composite rose 0.4% to a fresh record of 29,453 on Thursday as gains in tech and financials offset declines in energy and mining stocks following a wave of central bank easing. The Bank of Canada and the US Federal Reserve each cut policy rates by 25 basis points and signalled the possibility of further reductions, which lowered discount rates and lifted valuations for duration sensitive and growth oriented sectors. Recent Canadian data showing a cooling labour market and slowing growth have increased the odds of additional easing and prompted investors to reprice the path of rates. Rate sensitive names such as Shopify and Brookfield were among the top performers adding 3% and 2.2%, respectively, while softer oil, gold and copper prices capped the index’s advance by weighing on commodity producers.

TSX Renews Record High

All three major Wall Street indices closed at record highs on Thursday after the Federal Reserve resumed easing interest rates and indicated more cuts are likely this year. The S&P 500 rose 0.5% and the Nasdaq 100 jumped 0.9% both extending their records from previous session, and the Dow added 123 points. Investors welcomed the Fed’s quarter-point reduction and the prospect of two additional cuts, interpreting the move as a shift toward supporting growth rather than strictly controlling inflation. Tech stocks led the rally, with Intel soaring more than 22% after Nvidia announced a $5 billion investment to co-develop chips, while Nvidia gained 3.5%. On the economic front, initial jobless claims fell sharply to 231,000 from a four-year high, alleviating some concerns about labor market weakness.

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