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The Ibovespa edged down to trade below 145,500 on Thursday as investors digested Brazil’s Copom decision and continued to assess the outlook for global rates. The Brazilian kept the Selic rate steady at 15% for a second meeting, the highest in nearly 20 years, and noted that rates are due to stay elevated for some time as the labor market is strong due to ample fiscal support and inflation expectations remain unanchored. The decision refrained from supporting equities, but credit-sensitive sectors held most of their gains from yesterday, boosted by the Fed's rate cut, with Magazine Luiza fell 1.2% and Renner rose 0.2%. Airlines Gol (+1.2%) and Azul (+1.4%) gained. Among commodities, Vale (+0.4%) and Petrobras (+0.1%) advanced. Banks were mixed, with Banco do Brasil up 2.5% and Itaú down 0.6%.

Ibovespa Edges Down Post Copom Meeting

The South African traded around 17.4 per USD, reaching the lowest in over a week, amid a strengthening dollar and as precious metals prices retreated. Meanwhile, the South African Reserve Bank left its repo rate unchanged at 7%, as anticipated, signaling that inflationary pressures remain central to its policy stance.

South African Rand at Over 1-Week Low

The S&P/TSX Composite edged marginally higher to above the 29,330 level on Thursday as investors tread cautiously after North American central banks cut rates and signalled further easing. Both the Bank of Canada and the US Federal Reserve reduced policy rates by 25 basis points, lowering discount rates and boosting valuations for duration sensitive and growth oriented sectors. Recent Canadian indicators showing a cooling labour market and slowing growth have increased the odds of more easing and prompted investors to reprice the path of interest rates. Rate sensitive tech and financial mega caps such as Shopify and Brookfield were among the top gainers, each adding more than 1 percent, while major mining equities capped the index’s rise as softer gold and copper prices weighed on miners.

TSX Edges Marginallly Higher

Stocks in the US were mostly higher on Thursday, with the S&P 500 rising 0.5% and the Nasdaq adding 0.8% while the Dow Jones traded around the flatline as traders digested the Fed’s first interest rate cut of the year and better-than-expected jobless claims. The Fed signaled an additional 50bps of cuts this year, followed by another 25bps reduction in 2026. Volatility followed the decision and Chair Powell’s press conference, where he framed the move as a “risk management” cut and cautioned that there are no risk-free paths. Meanwhile, initial jobless claims fell much more than expected to 231K from a 4-year high, easing some concerns about the labour market weakness. On the corporate front, Nvidia shares jumped more than 2% while Intel soared nearly 24% after announcing that Nvidia will invest $5 billion for a minority stake in the company. Meta (0.7%)

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