Pulso Económico, Daily Report

29 de Julho de 2025
Financial Markets | daily report 29.07.2025

Initial optimism over the EU-U.S. trade deal, which had boosted European stocks early in the trading session, soon faded and
the region's main indices closed lower with losses led by German stocks ( 1%). U.S. stocks had a choppy session and ended
mostly flat, while large cap tech stocks edged higher. The euro slipped to just below $1.16, its lowest in over a month.

Sovereign debt markets were mixed. Euro area yields edged lower and peripheral risk premia slightly narrowed, despite
hawkish remarks from ECB's Kazimir suggesting he doesn't expect to lower rates in September. Conversely, U.S. Treasury
yields slightly rose ahead of the Fed's meeting this week, in which the FOMC is expected to hold rates steady.

In commodities markets, oil prices rose +2%, with the barrel of Brent reaching $70 for the first time in two weeks, after
President Trump announced he would shorten the deadline for Russia to end its war in Ukraine or face sanctions.