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Market Reacts Positively After Presidential Meeting and Reflects Improvement in Global Stock Markets
Following the meeting between Luiz Inácio Lula da Silva and Donald Trump, the Brazilian financial market saw strong relief on Monday, October 27, 2025.
While the Ibovespa reached a new historical record, the commercial dollar fell to its lowest level in almost three weeks.
In addition, international optimism and rising commodities contributed to boosting local indices.
Historical Rise in the Stock Market and Significant Drop in the Dollar
Thus, the Ibovespa, the main index of the B3, closed at 147,969 points, with a 0.55% increase for the day.
Consequently, the indicator, which had been declining in October, turned to rise 0.5% for the month.
At the same time, the commercial dollar ended the session selling for R$ 5.37, with a drop of 0.42% (R$ 0.224).
During the session, the quotation remained low, hitting R$ 5.36 at 10:15 AM, the lowest of the day.
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Performance of the Currency and Chronological Context
In this scenario, the U.S. dollar reached its lowest value since October 8, 2025.
For the month so far, it still shows a rise of 0.88%, but for the year, the currency has a drop of 13.11%, according to data from the Central Bank.
Thus, the real has strengthened due to a combination of recent political and economic factors.
International Influence and Reopening of Negotiations Between the U.S. and China
First of all, the meeting between Lula and Trump, which took place on October 26, 2025, reduced diplomatic tensions and improved the risk perception of Brazil.
Additionally, the S&P 500 index, which reflects the 500 largest U.S. companies, set a historical record on October 27, 2025, according to information from Bloomberg.
Moreover, Donald Trump announced on Sunday (26) the reopening of trade negotiations with China.
This move boosted commodity prices and favored emerging countries.
Finally, a meeting between Trump and Chinese President Xi Jinping is scheduled for Thursday, October 30, 2025, according to the U.S. State Department.
Domestic Scenario and Economic Expectations
In the domestic sphere, the slowing down of the preliminary official inflation for October also contributed to the positive performance of the stock market.
According to the Focus Bulletin, released by the Central Bank on October 27, 2025, the inflation projection for 2025 dropped to 4.56%.
This revision reinforced investor confidence.
Thus, the market reacted favorably, anticipating expectations of maintaining the Selic rate and greater foreign capital inflow.
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