The Ibovespa rose 0.6% to close at a fresh record of 150,454 on Monday, supported by fresh corporate news. The central bank’s Focus Bulletin showed 2025 inflation forecasts were revised down for the sixth straight week to 4.55% from 4.56%, reflecting softer price signals and supporting a backdrop for rate cuts next year. Major banks advanced on hopes of improved credit, with Banco do Brasil, Santander, Bradesco and Itaúsa adding between 0.5% and 1.1%. Ambev gained 1%, WEG jumped 1.8% and Eletrobras added 0.8%. Azul rose 2.6% after securing a creditor agreement in its Chapter 11 process. Petrobras inched up 0.5% after OPEC+ downplayed plans for large output hikes in the first quarter of next year. Conversely, Vale fell 0.6% as iron ore prices slipped in China, Raízen slipped 1% after announcing a corporate reorganization and Rede D’Or lost 1% following the sale of its stake in GSH Corp.

Ibovespa Hits Record High

US stocks were mixed on Monday afternoon, with the S&P 500 adding around 0.3% and the Nasdaq up about 0.7% as a flurry of AI deals concentrated gains in megacap tech, while the Dow lost over 180 points. Nvidia rose  nearly 3.5% and Microsoft traded mostly flat after Microsoft confirmed export licences to ship Nvidia-class GPUs to the UAE and a separate multiyear GPU cloud contract worth about $9.7bn. Amazon jumped close to 5% on a reported multiyear, about $38bn partnership with OpenAI that will rely heavily on large GPU deployments. Materials and real estate lagged after the ISM manufacturing index missed expectations at 48.7, pointing to softer factory demand. Apple (-0.8%), Meta (-0.9%), and Broadcom (-1.2%) were notable decliners. Elsewhere, Kimberly-Clark plunged more than 13.5% after announcing an approximately $48bn offer for Kenvue while Kenvue surged over 15%. Corporate earnings stayed in focus with Palantir and other AI-linked reporters due this week.

US Stocks Mixed on Afternoon Trading

IGPA increased to an all-time high of 47739.00 Index Points. Over the past 4 weeks, Santiago Stock Exchange IGPA Index gained 5.24%, and in the last 12 months, it increased 42.21%.

Stocks in Chile Hit All-time High

Zinc futures in the UK rose to $3,100 per tonne in November, their highest in over eleven months, amid further evidence of low supply of refined metal. Data compiled by the International Lead and Zinc Study Group reported that refined zinc production has fallen more than 2% this year despite the 6.3% jump in mined output. This was consistent with output curbs among smelters in Kazakhstan and Japan, with the latter being pressured by the closure of the key Toho Zinc Annaka plant. Likewise, treatment charges for zinc rose to $87.5 per ton after being negative in the end of last year, according to surveys from the Shanghai Metals Market. Consequently, stocks at the LME sank to 35 thousand tonnes, compared to 230.5 thousand tonnes at the start of the year. The value corresponds to less than one day of global demand, resulting in the sharpest cash to 3-month contract spread since at least 1997.

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最新ニュース

Ibovespa Hits Record High

US Stocks Mixed on Afternoon Trading

Stocks in Chile Hit All-time High

Zinc Rises to 11-Month High