Yesterday it was Argentina who gave the ball away, world champion in Qatar, in what was considered by many to be “the best final of any World Cup”. Today, who gave the ball, it’s the STF. With decisions between yesterday (Sunday) and today, the Supreme has shown the way to solve some problems that politics has not been able to solve. One of them, the secret budget, or the rapporteur’s amendments, of which no one really knows where the money is going and to which MP. Today, the STF formed a majority that such amendments are unconstitutional. And yesterday, Minister Gilmar Mendes removed Bolsa Família from spending cap. Two decisions that help the elected government, but the elected government says that continues to work for PEC Transition approval, which should be voted on this Tuesday (20), with deputies who oppose it. Investors saw it all as a move that could turn into a fiscal target. The result was a very lively exchange, playing the attack and making a small table with the gains. Petrobras (PETR3;PETR4) advanced 2.28% and 1.50%, having even fluctuated at the start of the session. Beautiful goals marked the banks, which went up en bloc, with Banco do Brasil (BBAS3) obtaining 1.07% more, Bradesco PN (BBDC4) up 2.75% and Itaú Unibanco (ITUB4), plus 3.00%. A B3 (B3SA3), who has been defending a lot lately, gained 6.43%. But the day’s top scorers were really the names in retail. Three of them rose more than 10%: Americanas (AMER3) obtained 12.65% more, Magazine Luiza ([ativo=MGLU3) ganhou 10,13% e Via ([ativo=VIIA3]), 16.23%. The HVAC (CVCB3) also has reason to celebrate, with 9.84% more. And apart from the Ibovespa, there was the Boa Vista phenomenon (BOAS3), with gains of 48.23%, after the proposed merger with the American Equifax, which proposes to write off the company with a premium of 67%. Qualicorp (QUAL3) was also highlighted, with 14.68% more, after decision of the ANS. VICTIMS – It could be a day of more robust earnings, if not for export names, such as Vale (VALE3), down 0.36%; Usiminas (USIM5), with minus 6.12%, the biggest drop of the day; slaughterhouses, which have declined, especially Minerva (BEEF3), down 0.57% (although Marfrig (MRFG3) increased for the third day, with more than 1.55%); and the pulp and paper sector, which saw Klabin (KLBN11) lost 2.47% and Suzano (SUZB3), 1.62%. Not everyone celebrated a win today, but the start of a new league (or government) is just like that, with the team adjusting and everyone rooting for it to work . (Fernando Lopez)
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