Robério Oliveira

The $DIA O payroll from the United States came in way above expectations, reinforcing the view of a still hot American economy.
$ETC
In a live segment on Real Time, Rafael Coraccini analyzed the impacts of the data on inflation, Federal Reserve interest rates, global markets, the dollar, and capital flows into emerging markets like Brazil.
$FARM

$CRV The market is watching closely this Friday as the payroll report drops, the main job report from the United States and one of the key indicators to gauge the health of the largest economy in the world.

This data is closely monitored by investors because it directly influences the Fed's interest rate decisions and can impact the dollar, global markets, and emerging markets like Brazil.

In an interview on the Pre-Market show, economist Walter Franco stated that the current scenario is still marked by global uncertainties and a moderate slowdown in the American economy, but without clear signs of recession.
$AVAX
According to him, a job generation figure below expectations could open the door for a future rate cut in the United States, although this movement mainly depends on inflation and economic activity.
$AR
Walter Franco also pointed out that any potential rate cuts by the Fed tend to benefit global markets, but do not automatically mean a reduction in the Selic rate in Brazil.

$FLOW An Iranian authority has stated that the peace proposal put forth by the United States includes "unacceptable" points for Tehran. According to the source, Iran has not yet officially responded to the U.S. government but considers the conclusion of an agreement unlikely. $JST This statement comes amid escalating tensions in the Strait of Hormuz and attempts at negotiation following recent clashes in the region. $KSM

$ALGO An Israeli airstrike took out the son of the main Hamas negotiator in the US-mediated talks about Gaza's future, a senior Hamas official said on Thursday, as the group's leaders held talks in Cairo aiming to secure the truce with Israel.
$DEXE
Azzam Al-Hayya, son of Khalil Al-Hayya, succumbed to his injuries on Thursday after being hit by an Israeli strike on Wednesday night, according to senior Hamas representative Basim Naim. He is the fourth son of the Hamas leader exiled in Gaza to be taken out in Israeli strikes.$BEL

$TON The Central Bank conducted its first reverse currency swap auction since 2016, shaking up the forex market and partially halting the dollar's decline, which had hit its lowest level in two years. This operation, akin to a future dollar buy, was seen as an effort to curb the appreciation of the real.
$SIREN Economist Fabrício Silvestre explained the Central Bank's role in scenarios of currency distortion, the impacts of war on commodity prices, and the effects on inflation, interest rates, and economic activity in Brazil.
$DASH According to the analysis, external factors like oil and geopolitical uncertainties continue to pressure inflation, while the Central Bank maintains a cautious stance in a still unstable environment.

$XRP
I just keep thinking, what's the point of the market going up when the dollar keeps dropping? $SOL
It doesn't matter how much the market rises, this move is a counter trend game $PAXG ; it's like taking one step forward and two steps back.
The crypto market is bullish, but the dollar is bearish. There are no profits or gains with this kind of dollar movement.

$LUNC
This market is feeling really off
looks like a trap to catch the newbies
$TON
this pump seems a bit disproportionate since the dollar is down, what's the point of cryptos rising when the dollar is at 4.9150?
there's no profit or gain since the crypto market is over 80% priced in dollars.
$SKY

$HIVE Interviewee: Bruno Corano, economist
In a segment from BM&C News, Bruno analyzes the conflict in the Middle East and states that the ceasefire is still fragile, with no concrete solution for the market. He mentions that the closure of the Strait of Hormuz keeps the risk of a oil shock alive and increases uncertainty regarding inflation.
$DOGS
Bruno assesses that the oil shock shouldn't trigger a recession, but it could lead to a temporary spike in prices. The central point is the impact on the wallet of the population: in an election year, higher inflation could weigh on interest rates, consumption, and the political landscape. The oil shock is back on the radar for investors.
$RAVE

$BTC The US debt has hit $39 trillion, surpassing the country's annual GDP, cranking up the discussion on fiscal sustainability. In 2025, the government logged a deficit of $1.78 trillion, ramping up debt levels and increasing financing costs, according to the Committee for a Responsible Federal Budget.
$ALGO
Fitch Ratings has warned that the US credit rating is under pressure due to an expanding deficit and a debt level deemed high. This scenario amplifies concerns about fiscal space and impacts on the global economy.
$TIA

$RAVE The President of the United States, Donald Trump, warned Iran this Monday (4). $CL The Republican claimed that Iranian forces would be "swept off the face of the Earth" if they attempted to attack American ships in the Strait of Hormuz or the Persian Gulf.$TST

$DASH The United States has announced it will start escorting ships in the Strait of Hormuz beginning this Monday (04). President Donald Trump stated that this measure responds to requests from allies and aims to ensure navigation safety amid rising tensions in the Middle East.
$PENDLE
At the same time, Washington is maintaining what are considered positive talks with Iran to try to resolve the conflict. Tehran has presented proposals for an agreement, with responses from the US via mediation from Pakistan, in a diplomatic effort parallel to military reinforcement in the region.
$BUBB
In reaction, Iranian authorities declared that any American interference in the strait will be regarded as a violation of the ceasefire and promised retaliation, increasing the risk of escalation and amplifying uncertainty about the global energy flow.

$LINK Iran stated this Monday (4) that it fired missiles at a U.S. ship in the Strait of Hormuz, amidst rising tensions in the strategic oil route. The action reportedly took place today and was labeled by Tehran as a response to military maneuvers in the region.
$ONT
The United States denied that any American vessel was hit or directly targeted, increasing uncertainty about the incident. The divergence
between the narratives has intensified concerns in global markets and European governments, who are closely monitoring the situation.
$ZEC
Correspondents in Europe report that exchanges have already reacted with a dip, and oil prices are likely to be directly affected if there’s confirmation or further military escalation. The scenario also raises alarms about global logistics, shipping routes, and energy security.

$BTC Iran has claimed to have blocked the entry of a U.S. warship into the Strait of Hormuz this Monday (04), amid rising tensions in the Middle East. According to Iranian authorities, the vessel allegedly ignored warnings and was subsequently hit by missiles near the island of Jask.$ETH
$XRP This incident occurs on the same day that Donald Trump's administration has vowed to kick off an operation to escort vessels in the region, ramping up the risk of new confrontations in one of the world's most strategic maritime routes.

$KNC Professor Danilo Porfírio stated that the ceasefire in the Middle East could be a strategic move for military reorganization before a new escalation of the conflict. $BABY According to him, the deadlock between the United States and Iran remains without a clear resolution. $AIXBT

$LUNC
An Iranian military official stated that the conflict with the United States could be reignited after President Donald Trump (Republican Party) shot down a proposed deal. $ORDI This statement ramps up the tension amidst the ongoing situation in the Middle East.
$BIO

$MEGA The Central Bank announced this Thursday morning (30) the extrajudicial liquidation of Frente Corretora de Câmbio, based in São Paulo. This decision came after a deterioration in the institution's finances and the identification of serious failures in compliance with sector rules.

According to the Central Bank, the broker was part of the S4 segment, which includes smaller institutions in the financial system. In 2025, the company accounted for 0.021% of the financial volume in the forex market and 0.054% of the total operations conducted in the country.

With the liquidation, the broker stops operating under the management of its administrators. A liquidator will now oversee the winding down of activities and the reimbursement of creditors.
$PAXG
The Central Bank stated that it will continue to investigate responsibilities. The investigations could lead to administrative sanctions and the referral of information to other authorities. Following this decision, the assets of the controllers and former administrators will be frozen, as stipulated by law.$TRADOOR

$OPEN A strike launched by Israel took out five members of the same family.
$DUSK $KAITO

$LUNC Israel announced this Wednesday (29) that there is no ceasefire against the Hezbollah terrorists. A video released by the group operating in southern Lebanon shows a drone attack against Israeli troops. $CGPT The military was securing the border when the attack occurred. In response, Israel took down a Hezbollah building in the south of the country.$STG

$BIO O The Copom slashed the basic interest rate to 14.5% per annum, aligning with market expectations, while highlighting caution regarding the war's impact on prices and commodities. In the United States, the Fed held rates steady, a decision marked by a split among directors.
$ZBT
This was the last meeting under Jerome Powell's leadership. Kevin Warsh, nominated by Donald Trump, has already been approved in committee and is awaiting the full vote. Markets took a hit, and oil spiked to $119.
$EPIC

$ACN
The U.S. government denied Iran's latest proposal for the release of the Strait of Hormuz, $OBOL where 20% of the world's oil flows.
$VITA