Positive close in the trading session
The main B3 index ended Thursday's session (10) with a 1.4% gain, contrary to the negative performance of American markets. The movement was attributed to the release of a new electoral poll.
Impact of the AtlasIntel/Bloomberg poll
The AtlasIntel numbers, released in partnership with Bloomberg, showed a tight scenario for the second round: Flávio appears with 46.4% of voting intentions, against 46.2% for the PT candidate. The difference of just 0.2 percentage points was interpreted by the market as a sign of lower political risk.
Investor reaction
- Increased appetite for local assets
- Reduction of short positions in the futures index
- Appreciation of shares linked to banks and consumption
Analysts highlighted that the poll result reduced the expected volatility for the coming months.
External context
While Ibovespa rose, the main New York indices were operating lower, reinforcing the decoupling movement observed throughout the afternoon.