【环球财经】关税生效首日 巴西股市汇市齐升

Core Viewpoint - The United States has officially imposed a 50% tariff on certain Brazilian products, which has led to a positive response in Brazil's financial markets, with the real appreciating against the dollar and the Ibovespa index rising [1] Group 1: Market Reaction - The Brazilian real strengthened by 0.78%, closing at 5.4631 reais per dollar [1] - The Ibovespa index increased by 1.04%, closing at 134,538 points [1] Group 2: Government Response - Brazil's Ministry of Foreign Affairs has formally requested consultations with the World Trade Organization (WTO) regarding the U.S. tariff measures, stating that the U.S. is "openly violating its core commitments" to the WTO, while expressing willingness to negotiate [1] - President Lula indicated he would only engage in dialogue with U.S. President Trump if there is a "genuine willingness for dialogue" from the U.S. side [1] - Finance Minister Fernando Haddad announced support plans for affected industries, including credit support and increased government procurement, and confirmed a video meeting with U.S. Treasury Secretary Yellen next week [1] Group 3: Economic Context - In July, Brazil recorded a trade surplus of $7.075 billion, which, despite a year-on-year decline of 6.3%, exceeded market expectations of $6 billion [1] - The market's optimism regarding potential interest rate cuts by the Federal Reserve in September has also boosted global investor risk appetite, contributing to the rise in Brazilian assets [1]