Oct 5, 2026

• Markets

  Markets brace for an Ibovespa rally after the first round

  With Flávio Bolsonaro in the lead and the right strengthened at the polls on Sunday (Oct 4), markets expected a strong stock rally and the dollar near R$ 5 on Monday (Oct 5).

  Source: Seu Dinheiro

• Economic calendar: Brazil and US

  Brazil

  No high-impact releases. The Focus survey and S&P Global services and composite PMIs for September are out, medium impact.

  United States

  The highlight is the September ISM services index (high impact, forecast 55.1, prior 55.4). S&P Global services and composite PMIs (forecast 58.7 and 58.4) and T-bill auctions are also out, per Investing.com.