Daily Report

4 de Setembro de 2025
Financial Markets | daily report 04.09.2025

Dovish remarks from Fed Governor Chris Waller and a JOLTS job report that showed US job openings fell in July to the lowest
in 10 months, reniforced market expectations of a Fed rate cut in its September meeting. US Treasruy yields fell and stocks
advanced, while the dollar edged lower.

Sentiment also recovered in the euro area after the global bond sell-off in the previous session. Sovereign bond yields fell and
peripheral risk premia narrowed, except for France, whose risk premia remained flat. On the macro data front, final PMI
figures confirmed euro area activity remained sluggish during August, with the composite index at 51.0.

In commodities markets, oil prices fell by 2% ahead of a weekend meeting of OPEC+ producers that is expected to consider
another increase in production in an environment described by the IEA as one of excess supply. Brent crude traded close to
$67.5/barrel.