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The Ibovespa edged 0.1% lower to close at 141,683 on Tuesday, after renewed US–China trade retaliation, tit-for-tat port fees and China’s sanctions on US-linked units of South Korea’s Hanwha Ocean, has revived global risk aversion and disrupted shipping costs. Heavyweights WEG, Santander and B3 led the decline, each down between 1.2% and 1.5%, while consumer names Marfrig (-3.7%), Hapvida (-2.7%) and Natura (-2.7%) were among the session’s biggest laggards. Offsetting some of the weakness, Embraer jumped 4.9% after TrueNoord placed a $1.8 billion order for 20 E195-E2 jets. Domestically, the government’s failure to advance an IOF/tax measure has forced the Finance Ministry to seek alternative budget fixes, reviving investor concern about fiscal funding and policy credibility and adding an extra layer of downside risk to market internals.

Ibovespa Edges Lower on Tuesday

The S&P/TSX Composite rose 1.7% to close at 30,354 on Tuesday, rebounding from Friday’s sharp sell-off as miners, financials and tech led gains after a long weekend. The move reflected eased US–China trade tensions that had triggered the downturn and firmer Fed-cut pricing after Fed Chair Powell flagged weakening labour-market prospects, reinforcing bets on a rate cut later this month. Major miners Agnico Eagle, Wheaton Precious Metals, Barrick and Franco-Nevada surged between 2.1% and 4.5% as gold hit fresh record highs amid safe-haven demand. Financials also aided the advance with RBC (1.5%), TD (1.6%), Brookfield (5.6%), BMO (1.9%) and Scotiabank (1.4%) all outperforming. Initial optimism over US–China relations was tempered after both countries began imposing reciprocal port fees and China sanctioned five US subsidiaries of South Korea’s Hanwha Ocean, keeping the risk of renewed escalation alive.

TSX Soars Amid Expectations for Fed Rate Cuts

Wall Street experienced a volatile session on Tuesday as investors balanced mostly positive bank earnings, Federal Reserve comments, and ongoing US-China trade tensions. The S&P 500 was unable to sustain its rebound and closed down 0.2%, while the Nasdaq fell 0.8%, pressured by tech names such as Nvidia, and the Dow rose 203 points. Major banks, including Citigroup (+3.9%), Wells Fargo (+7.1%), JPMorgan (-1.9%), and Goldman Sachs (-2%), delivered better-than-expected results, supporting the financial sector despite some outperformers retreating after early gains. Stocks initially sold off after China sanctioned five US units of South Korea’s Hanwha Ocean, heightening maritime trade tensions, while President Trump threatened additional retaliatory measures. Federal Reserve Chair Jerome Powell’s remarks bolstered expectations for a potential October rate cut and suggested the central bank may pause balance sheet reductions.

S&P 500, Nasdaq Close Lower

Cotton futures traded above 63 cents per pound, as investors weighed the impact of ongoing US-China trade frictions on global demand for the natural fiber. Traders noted that China, previously a major buyer of US cotton, has been turning to Brazil and Argentina for supplies, potentially reducing US production. Lower oil prices also make polyester more affordable, further dampening cotton demand. Market participants are closely watching the upcoming meeting between US President Donald Trump and Chinese leader Xi Jinping, hoping for progress in easing trade tensions. Meanwhile, delays in key USDA reports due to the government shutdown are limiting clarity on supply and demand trends.

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最新ニュース

Ibovespa Edges Lower on Tuesday

TSX Soars Amid Expectations for Fed Rate Cuts

S&P 500, Nasdaq Close Lower

Cotton Futures Dip on Trade Jitters

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