Key Points

The Ibovespa fell a fourth straight day, closing Thursday at 175,063, down 0.39%, now sitting at the cloud floor with stochastic pinned at an oversold 35.

USD/BRL paused the dollar’s three-day rally at 5.0430, holding the broken cloud as MACD stalled and the real consolidated rather than extended.

Washington and Tehran reportedly agreed a 60-day memorandum to extend the ceasefire and gradually restore Persian Gulf energy exports — the cleanest de-escalation since the conflict began.

Wall Street reclaimed records despite the hot print: the S&P closed at 7,564 up 0.58% and the Nasdaq at 26,917 up 0.91%, with Snowflake surging 30% on an Amazon deal.