Daily Report

9 de Setembro de 2025
Comentário diário | Mercados Financeiros

Global stocks rebounded and sovereign yields continued to decline as investors cemented their expectations for rate cuts
ahead of the Fed's next week meeting. The USD weakened moderately across other major currencies and gold prices
continued to surge.

French PM François Bayrou lost a confidence motion in parliament (364-194). With investors expecting President Macron to
accept Bayrou's resignation and name a new premier, euro area sovereign spreads declined across France and peripheral
economies. In Japan, the Nikkei 225 rose and the yen closed little changed as investors digested the resignation of PM Ishiba

In oil markets, the price of the barrel of Brent rose as traders weighed the OPEC+'s weekend announcement to raise
production. In gas markets, Europe's TTF benchmark increased amid renewed Russian strikes on Ukraine and discussions over
further sanctions against Russia.