In New York,  the Dow Jones Index went up by 337 points or 0.71 percent on Monday. Top gainers were Nvidia (2.79%), Apple (2.34%) and IBM (1.65%). Biggest losses came from Walmart (-1.60%), Nike (-0.87%) and P&G (-0.57%).

The Dow Jones Index Closes 0.71% Higher

The Ibovespa rose 0.6% to close at a fresh record high of 146,969 on Monday as optimism from the Trump-Lula meeting at the ASEAN summit in Malaysia filtered through markets. Lula said Trump had “guaranteed” a bilateral trade agreement that would suspend current 50% tariffs on selected U.S. goods, and Treasury Secretary Scott Bessent reported a “very successful framework” for talks between Trump and Xi that further lifted global risk appetite. Markets parsed those developments as a concrete easing of tariff risk, with the prospective package including a delay to China’s rare earth export curbs, avoidance of the planned 100% tariffs and a restart of Chinese soybean purchases. Domestic banks led the advance, Banco do Brasil rose 1.7% and Banco Santander Brasil gained 1.1%, while cyclicals outperformed as Marfrig jumped 7%, Magazine Luiza added 5.6% and Companhia Siderúrgica Nacional climbed 3.7%.

Ibovespa Reaches Record High

The S&P/TSX Composite fell 0.3% to close at 30,276 on Monday as weakness among major miners outweighed gains in tech and financials. Top Chinese and US officials sketched a trade framework for Presidents Trump and Xi to decide later this week in South Korea, prompting a clear risk-on shift that drained safe-haven flows and pushed gold lower, which in turn knocked Agnico Eagle, Wheaton Precious Metals, Barrick and Franco-Nevada down between 2.1% and 5% and capped the index’s advance. Tech and financial names provided offsetting support with Celestica up 1.9% ahead of earnings and Shopify and Constellation Software rising 1.3% and 1.6% respectively while Brookfield gained 1.2% and energy names traded firmer. Canada’s backdrop remained complicated by President Trump’s Thursday decision to end trade talks with Ottawa over a tariff-related ad and his subsequent threat to tack on another 10% in Canadian tariffs, keeping Canada-specific trade risk elevated.

TSX Weighed by Major Miners

US stocks rallied to fresh highs after Treasury Secretary Scott Bessent said a "very successful framework" exists for Presidents Trump and Xi to discuss this week, with the S&P 500 up 1.3%, the Nasdaq up 1.9% and the Dow adding 350 points. The potential package included a delay to China’s rare-earth curbs, the likely avoidance of the planned 100% tariffs and a restart of Chinese soybean buying. Chip names led the session, Nvidia and Broadcom rose 2.1% and 2.4% and Qualcomm surged 9.5% after unveiling new AI processors aimed at data-center workloads, a product pivot that sent the stock to fresh highs as investors repriced its addressable market and near-term revenue potential. Tesla gained 4.2% and Apple added 1.3%, while investors also prepared for a heavy calendar this week with Q3 results from Alphabet, Amazon, Apple, Meta and Microsoft and a widely expected 25 bps Fed cut on Wednesday.

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最新ニュース

The Dow Jones Index Closes 0.71% Higher

Ibovespa Reaches Record High

TSX Weighed by Major Miners

US Stocks Set New Records