IBOV 177,356 ▲ 1.77% IPSA 10,600 ▲ 2.40% IPC MEX 68,894 ▲ 0.49% MERVAL 2,788,517 ▲ 0.50% COLCAP 2,118 ▼ 0.22% BVL PERÚ 19,767 ▲ 0.37% USD/BRL 5.00 ▲ 0.10% USD/MXN 17.35 ▲ 0.20% USD/CLP 897.19 ▼ 0.13% USD/COP 3,715 ▼ 2.06% USD/PEN 3.41 ▼ 0.06% USD/ARS 1,397 ▼ 0.11% USD/UYU 40.30 ▲ 1.86% USD/PYG 6,136 ▲ 2.65% USD/BOB 6.85 ▲ 1.31% USD/DOP 58.63 ▲ 0.14% USD/CRC 449.65 ▲ 2.13% USD/GTQ 7.62 ▲ 2.24% USD/HNL 26.60 ▲ 0.33% USD/NIO 36.62 ▲ 0.68% USD/VES 522.37 ▲ 0.98% USD/PAB 1.00 ▲ 2.18% USD/BZD 2.00 ▲ 1.61% USD/JMD 156.59 ▼ 0.07% USD/TTD 6.71 ▲ 0.82% EUR/BRL 5.81 ▼ 0.89% BRENT 107.33 ▲ 2.20% WTI 100.71 ▲ 2.49% IRON ORE 161.91 — — COPPER 6.25 ▼ 0.64% GOLD 4,507 ▼ 0.55% SILVER 74.89 ▼ 1.27% SOY 1,198 ▼ 0.19% CORN 464.00 ▼ 0.38% WHEAT 653.75 ▼ 1.02% COFFEE 268.95 ▲ 0.24% SUGAR 14.89 ▲ 1.09% ORANGE JUICE 160.45 ▲ 4.09% COTTON 80.26 ▼ 1.64% COCOA 3,923 ▲ 0.87% BEEF 245.18 ▼ 3.68% CATTLE 365.83 ▼ 1.01% LITHIUM 83.49 ▲ 2.09% PETR4 44.60 ▼ 3.23% VALE3 82.00 ▲ 1.21% ITUB4 39.67 ▲ 2.30% BBDC4 17.86 ▲ 2.70% ABEV3 16.22 ▲ 2.59% BBAS3 20.70 ▲ 2.32% B3SA3 16.79 ▲ 5.66% WEGE3 42.58 ▲ 1.82% PRIO3 68.63 ▼ 1.00% SUZB3 42.20 ▲ 2.80% RENT3 44.47 ▲ 5.65% AZZA3 19.60 ▲ 4.37% CSAN3 4.32 ▲ 4.60% RAIZ4 0.42 ▲ 5.00% PCAR3 2.17 ▲ 1.40% GMAT3 4.42 ▲ 7.02% PSSA3 49.22 ▲ 3.32% CVCB3 1.80 ▲ 1.12% POSI3 4.17 ▲ 4.51% SLCE3 16.52 ▼ 1.61% NATU3 10.00 ▲ 2.67% BRKM5 12.18 ▲ 0.50% RANI3 7.96 ▲ 2.58% CSNA3 6.13 ▲ 3.90% CMIN3 4.50 ▲ 10.29% USIM5 9.61 ▲ 5.26% GGBR4 23.47 ▲ 1.95% ENEV3 25.21 ▲ 4.13% NEOE3 33.80 — 0.00% CPFE3 44.37 ▲ 1.49% CMIG4 11.53 ▲ 1.95% EQTL3 38.55 ▲ 1.93% LREN3 14.70 ▲ 7.77% VIVT3 35.40 ▲ 2.34% RAIL3 15.02 ▲ 2.81% KLABIN 16.52 ▲ 2.61% RAIA DROGASIL 19.13 ▲ 3.24% RDOR3 34.99 ▲ 2.61% HAPV3 13.27 ▲ 4.41% FLRY3 15.80 ▲ 3.13% SMTO3 18.07 ▼ 1.53% UGPA3 29.02 ▲ 2.29% VBBR3 33.34 ▲ 2.05% BBSE3 34.71 ▲ 2.36% BPAC11 54.20 ▲ 2.13% CURY3 31.30 ▲ 8.53% AERI3 2.28 ▼ 1.30% VIVARA 22.66 ▲ 1.66% COMPASS 26.65 ▲ 3.41% VAMOS 3.41 ▲ 5.25% SANB11 27.45 ▲ 2.62% ASAI3 8.61 ▲ 5.51% SBSP3 29.15 ▲ 2.14% WALMEX 55.59 ▲ 0.04% GMEXICO 203.03 ▲ 1.32% FEMSA 209.64 ▼ 0.58% CEMEX 21.93 ▲ 2.52% GFNORTE 188.05 ▼ 2.01% BIMBO 59.94 ▲ 0.23% TELEVISA 9.81 ▼ 0.51% AMX 23.10 ▼ 0.39% GAP 431.82 ▲ 0.92% ASUR 310.50 ▲ 3.57% OMA 227.00 ▲ 0.76% KOF 184.15 ▲ 0.43% GRUMA 293.81 ▼ 1.40% KIMBER 38.82 ▲ 0.83% SQM-B 72,900 ▼ 0.40% COPEC 6,425 ▲ 0.39% BSANTANDER 70.10 ▲ 2.71% FALABELLA 5,600 ▲ 2.85% ENELAM 76.20 ▲ 0.26% CENCOSUD 2,180 ▲ 5.24% CMPC 1,095 ▲ 2.82% BANCO CHILE 171.90 ▲ 3.24% LATAM AIR 22.57 ▲ 7.22% YPF 69,800 ▼ 2.07% GGAL 6,235 ▲ 4.53% PAMPA 4,748 ▼ 3.16% TXAR 621.00 ▲ 1.47% ALUAR 915.00 ▲ 0.60% TGS 8,510 ▼ 5.60% CEPU 2,076 ▼ 0.43% MIRGOR 16,250 ▼ 1.37% COME 44.00 ▲ 1.73% LOMA NEGRA 3,210 ▲ 2.56% BYMA 277.00 ▼ 0.89% TELECOM ARG 3,488 ▲ 0.72% ECOPETROL 13.71 ▼ 2.14% BANCOLOMBIA 65.54 ▲ 2.82% GRUPO AVAL 4.23 ▲ 4.70% CREDICORP 333.27 ▲ 5.54% SOUTHERN COPPER 174.09 ▲ 3.01% BUENAVENTURA 33.89 ▲ 3.10% MERCADOLIBRE 1,651 ▲ 3.53% NUBANK 12.79 ▲ 4.07% XP 17.69 ▲ 6.12% PAGSEGURO 9.32 ▲ 4.13% STONE 11.05 ▲ 7.39% GLOBANT 41.79 ▲ 3.83% TECNOGLASS 40.88 ▲ 4.87% GAP AIRPORT 250.82 ▲ 2.28% ASUR 310.50 ▲ 3.57% OMA AIRPORT 105.13 ▲ 1.63% AMX ADR 26.68 ▼ 0.19% FEMSA ADR 121.55 ▼ 0.25% CEMEX ADR 12.67 ▲ 3.26% PETROBRAS ADR 19.83 ▼ 2.84% VALE ADR 16.35 ▲ 2.12% ITAU ADR 7.94 ▲ 3.39% SANTANDER BR 5.53 ▲ 4.54% AMBEV ADR 3.23 ▲ 2.54% CSN 1.25 ▲ 5.93% GERDAU 4.70 ▲ 3.07% LATAM ADR 50.37 ▲ 8.91% BTC 77,205 ▼ 0.33% ETH 2,113 ▼ 0.65% SOL 85.89 ▼ 0.18% XRP 1.37 ▲ 0.14% BNB 648.70 ▼ 0.02% ADA 0.25 ▼ 1.04% DOGE 0.10 ▲ 0.51% AVAX 9.32 ▲ 0.40% LINK 9.56 ▼ 0.66% DOT 1.25 ▲ 0.37% LTC 53.56 ▼ 0.64% BCH 374.08 ▲ 0.38% TRX 0.36 ▲ 0.71% XLM 0.14 ▼ 0.26% HBAR 0.09 ▼ 0.63% NEAR 1.75 ▲ 2.76% ATOM 2.03 ▲ 2.10% AAVE 88.13 ▲ 0.20% SELIC 14.50% EMBRAER 70.38 ▲ 2.54% EMBRAER ADR 56.48 ▲ 3.98% JBS 12.90 ▲ 3.28% JBS BDR 64.07 ▲ 2.43% MBRF3 17.67 ▲ 7.09% MBRFY 3.56 ▲ 6.91% INTER 6.18 ▲ 7.11% EGX 52,087 ▲ 0.29% USD/ZAR 16.55 ▲ 0.78% USD/NGN 1,370 — 0.00% NIKKEI 61,684 ▲ 3.14% CSI300 4,783 ▼ 1.39% HSI 25,387 ▼ 1.03% NIFTY 23,655 ▼ 0.02% KOSPI 7,816 ▲ 8.42% JCI 6,095 ▼ 3.54% USD/JPY 159.07 ▲ 0.13% USD/CNY 6.8019 ▲ 0.02% DAX 24,595 ▼ 0.57% CAC 8,074 ▼ 0.53% FTSE 10,380 ▼ 0.50% MIB 48,884 ▼ 0.60% IBEX 17,936 ▼ 0.64% STOXX 617.91 ▼ 0.38% EUR/USD 1.1614 ▼ 0.13% GBP/USD 1.3434 ▼ 0.03% SPX 7,433 ▲ 1.08% DJI 50,009 ▲ 1.31% NDX 29,298 ▲ 1.66% RUT 2,817 ▲ 2.56% TSX 34,162 ▲ 1.25% VIX 17.77 ▲ 1.89% USD/CAD 1.3764 ▲ 0.15% US10Y 4.5720 ▼ 2.04% IBOV 177,356 ▲ 1.77% IPSA 10,600 ▲ 2.40% IPC MEX 68,894 ▲ 0.49% MERVAL 2,788,517 ▲ 0.50% COLCAP 2,118 ▼ 0.22% BVL PERÚ 19,767 ▲ 0.37% USD/BRL 5.00 ▲ 0.10% USD/MXN 17.35 ▲ 0.20% USD/CLP 897.19 ▼ 0.13% USD/COP 3,715 ▼ 2.06% USD/PEN 3.41 ▼ 0.06% USD/ARS 1,397 ▼ 0.11% USD/UYU 40.30 ▲ 1.86% USD/PYG 6,136 ▲ 2.65% USD/BOB 6.85 ▲ 1.31% USD/DOP 58.63 ▲ 0.14% USD/CRC 449.65 ▲ 2.13% USD/GTQ 7.62 ▲ 2.24% USD/HNL 26.60 ▲ 0.33% USD/NIO 36.62 ▲ 0.68% USD/VES 522.37 ▲ 0.98% USD/PAB 1.00 ▲ 2.18% USD/BZD 2.00 ▲ 1.61% USD/JMD 156.59 ▼ 0.07% USD/TTD 6.71 ▲ 0.82% EUR/BRL 5.81 ▼ 0.89% BRENT 107.33 ▲ 2.20% WTI 100.71 ▲ 2.49% IRON ORE 161.91 — — COPPER 6.25 ▼ 0.64% GOLD 4,507 ▼ 0.55% SILVER 74.89 ▼ 1.27% SOY 1,198 ▼ 0.19% CORN 464.00 ▼ 0.38% WHEAT 653.75 ▼ 1.02% COFFEE 268.95 ▲ 0.24% SUGAR 14.89 ▲ 1.09% ORANGE JUICE 160.45 ▲ 4.09% COTTON 80.26 ▼ 1.64% COCOA 3,923 ▲ 0.87% BEEF 245.18 ▼ 3.68% CATTLE 365.83 ▼ 1.01% LITHIUM 83.49 ▲ 2.09% PETR4 44.60 ▼ 3.23% VALE3 82.00 ▲ 1.21% ITUB4 39.67 ▲ 2.30% BBDC4 17.86 ▲ 2.70% ABEV3 16.22 ▲ 2.59% BBAS3 20.70 ▲ 2.32% B3SA3 16.79 ▲ 5.66% WEGE3 42.58 ▲ 1.82% PRIO3 68.63 ▼ 1.00% SUZB3 42.20 ▲ 2.80% RENT3 44.47 ▲ 5.65% AZZA3 19.60 ▲ 4.37% CSAN3 4.32 ▲ 4.60% RAIZ4 0.42 ▲ 5.00% PCAR3 2.17 ▲ 1.40% GMAT3 4.42 ▲ 7.02% PSSA3 49.22 ▲ 3.32% CVCB3 1.80 ▲ 1.12% POSI3 4.17 ▲ 4.51% SLCE3 16.52 ▼ 1.61% NATU3 10.00 ▲ 2.67% BRKM5 12.18 ▲ 0.50% RANI3 7.96 ▲ 2.58% CSNA3 6.13 ▲ 3.90% CMIN3 4.50 ▲ 10.29% USIM5 9.61 ▲ 5.26% GGBR4 23.47 ▲ 1.95% ENEV3 25.21 ▲ 4.13% NEOE3 33.80 — 0.00% CPFE3 44.37 ▲ 1.49% CMIG4 11.53 ▲ 1.95% EQTL3 38.55 ▲ 1.93% LREN3 14.70 ▲ 7.77% VIVT3 35.40 ▲ 2.34% RAIL3 15.02 ▲ 2.81% KLABIN 16.52 ▲ 2.61% RAIA DROGASIL 19.13 ▲ 3.24% RDOR3 34.99 ▲ 2.61% HAPV3 13.27 ▲ 4.41% FLRY3 15.80 ▲ 3.13% SMTO3 18.07 ▼ 1.53% UGPA3 29.02 ▲ 2.29% VBBR3 33.34 ▲ 2.05% BBSE3 34.71 ▲ 2.36% BPAC11 54.20 ▲ 2.13% CURY3 31.30 ▲ 8.53% AERI3 2.28 ▼ 1.30% VIVARA 22.66 ▲ 1.66% COMPASS 26.65 ▲ 3.41% VAMOS 3.41 ▲ 5.25% SANB11 27.45 ▲ 2.62% ASAI3 8.61 ▲ 5.51% SBSP3 29.15 ▲ 2.14% WALMEX 55.59 ▲ 0.04% GMEXICO 203.03 ▲ 1.32% FEMSA 209.64 ▼ 0.58% CEMEX 21.93 ▲ 2.52% GFNORTE 188.05 ▼ 2.01% BIMBO 59.94 ▲ 0.23% TELEVISA 9.81 ▼ 0.51% AMX 23.10 ▼ 0.39% GAP 431.82 ▲ 0.92% ASUR 310.50 ▲ 3.57% OMA 227.00 ▲ 0.76% KOF 184.15 ▲ 0.43% GRUMA 293.81 ▼ 1.40% KIMBER 38.82 ▲ 0.83% SQM-B 72,900 ▼ 0.40% COPEC 6,425 ▲ 0.39% BSANTANDER 70.10 ▲ 2.71% FALABELLA 5,600 ▲ 2.85% ENELAM 76.20 ▲ 0.26% CENCOSUD 2,180 ▲ 5.24% CMPC 1,095 ▲ 2.82% BANCO CHILE 171.90 ▲ 3.24% LATAM AIR 22.57 ▲ 7.22% YPF 69,800 ▼ 2.07% GGAL 6,235 ▲ 4.53% PAMPA 4,748 ▼ 3.16% TXAR 621.00 ▲ 1.47% ALUAR 915.00 ▲ 0.60% TGS 8,510 ▼ 5.60% CEPU 2,076 ▼ 0.43% MIRGOR 16,250 ▼ 1.37% COME 44.00 ▲ 1.73% LOMA NEGRA 3,210 ▲ 2.56% BYMA 277.00 ▼ 0.89% TELECOM ARG 3,488 ▲ 0.72% ECOPETROL 13.71 ▼ 2.14% BANCOLOMBIA 65.54 ▲ 2.82% GRUPO AVAL 4.23 ▲ 4.70% CREDICORP 333.27 ▲ 5.54% SOUTHERN COPPER 174.09 ▲ 3.01% BUENAVENTURA 33.89 ▲ 3.10% MERCADOLIBRE 1,651 ▲ 3.53% NUBANK 12.79 ▲ 4.07% XP 17.69 ▲ 6.12% PAGSEGURO 9.32 ▲ 4.13% STONE 11.05 ▲ 7.39% GLOBANT 41.79 ▲ 3.83% TECNOGLASS 40.88 ▲ 4.87% GAP AIRPORT 250.82 ▲ 2.28% ASUR 310.50 ▲ 3.57% OMA AIRPORT 105.13 ▲ 1.63% AMX ADR 26.68 ▼ 0.19% FEMSA ADR 121.55 ▼ 0.25% CEMEX ADR 12.67 ▲ 3.26% PETROBRAS ADR 19.83 ▼ 2.84% VALE ADR 16.35 ▲ 2.12% ITAU ADR 7.94 ▲ 3.39% SANTANDER BR 5.53 ▲ 4.54% AMBEV ADR 3.23 ▲ 2.54% CSN 1.25 ▲ 5.93% GERDAU 4.70 ▲ 3.07% LATAM ADR 50.37 ▲ 8.91% BTC 77,205 ▼ 0.33% ETH 2,113 ▼ 0.65% SOL 85.89 ▼ 0.18% XRP 1.37 ▲ 0.14% BNB 648.70 ▼ 0.02% ADA 0.25 ▼ 1.04% DOGE 0.10 ▲ 0.51% AVAX 9.32 ▲ 0.40% LINK 9.56 ▼ 0.66% DOT 1.25 ▲ 0.37% LTC 53.56 ▼ 0.64% BCH 374.08 ▲ 0.38% TRX 0.36 ▲ 0.71% XLM 0.14 ▼ 0.26% HBAR 0.09 ▼ 0.63% NEAR 1.75 ▲ 2.76% ATOM 2.03 ▲ 2.10% AAVE 88.13 ▲ 0.20% SELIC 14.50% EMBRAER 70.38 ▲ 2.54% EMBRAER ADR 56.48 ▲ 3.98% JBS 12.90 ▲ 3.28% JBS BDR 64.07 ▲ 2.43% MBRF3 17.67 ▲ 7.09% MBRFY 3.56 ▲ 6.91% INTER 6.18 ▲ 7.11% EGX 52,087 ▲ 0.29% USD/ZAR 16.55 ▲ 0.78% USD/NGN 1,370 — 0.00% NIKKEI 61,684 ▲ 3.14% CSI300 4,783 ▼ 1.39% HSI 25,387 ▼ 1.03% NIFTY 23,655 ▼ 0.02% KOSPI 7,816 ▲ 8.42% JCI 6,095 ▼ 3.54% USD/JPY 159.07 ▲ 0.13% USD/CNY 6.8019 ▲ 0.02% DAX 24,595 ▼ 0.57% CAC 8,074 ▼ 0.53% FTSE 10,380 ▼ 0.50% MIB 48,884 ▼ 0.60% IBEX 17,936 ▼ 0.64% STOXX 617.91 ▼ 0.38% EUR/USD 1.1614 ▼ 0.13% GBP/USD 1.3434 ▼ 0.03% SPX 7,433 ▲ 1.08% DJI 50,009 ▲ 1.31% NDX 29,298 ▲ 1.66% RUT 2,817 ▲ 2.56% TSX 34,162 ▲ 1.25% VIX 17.77 ▲ 1.89% USD/CAD 1.3764 ▲ 0.15% US10Y 4.5720 ▼ 2.04%
since 2009
Thursday, May 21, 2026

Brazil Stock Market Rebounds 1.8% Off the Year’s Deepest Oversold as the Real Reclaims Sub-R$5

By · May 21, 2026 · 4 min read

Live ticker intelligence

Brazil Live Market Board

Live market data
May 21, 08:13

IBOV
177,356
+1.77%

USD/BRL
5.00
+0.10%

SELIC
14.50%

PETR4
44.60
-3.23%

Instrument Last Change YoY Prev. High Low Volume
IBOV 177,356 +1.77% +26.58% 174,279
USD/BRL 5.00 +0.10% -11.71% 5.00 5.00 4.99
SELIC 14.50%
PETR4 44.60 -3.23% +38.90% 46.09 46.41 44.54 52,682,500
VALE3 82.00 +1.21% +48.15% 81.02 82.21 80.85 15,657,400
ITUB4 39.67 +2.30% +6.68% 38.78 39.98 39.10 38,184,000
BBDC4 17.86 +2.70% +13.83% 17.39 18.02 17.51 40,812,800
BBAS3 20.70 +2.32% -18.82% 20.23 20.78 20.31 38,529,000
B3SA3 16.79 +5.66% +12.31% 15.89 17.08 15.97 57,490,000
ABEV3 16.22 +2.59% +13.51% 15.81 16.31 15.87 24,270,000
WEGE3 42.58 +1.82% -4.38% 41.82 42.90 41.81 6,974,400
PRIO3 68.63 -1.00% +72.70% 69.32 69.44 67.20 12,260,700
SUZB3 42.20 +2.80% -20.41% 41.05 42.62 41.20 5,754,400
RENT3 44.47 +5.65% +6.64% 42.09 44.68 41.95 15,076,500
AZZA3 19.60 +4.37% -55.31% 18.78 19.94 18.98 3,640,700
CSNA3 6.13 +3.90% -32.64% 5.90 6.17 5.95 12,343,000
GGBR4 23.47 +1.95% +50.35% 23.02 23.67 23.07 7,091,100
ENEV3 25.21 +4.13% +72.08% 24.21 25.64 24.33 21,846,100

Largest live moves in this report universe

B3SA3
16.79
+5.66%
RENT3
44.47
+5.65%
AZZA3
19.60
+4.37%
ENEV3
25.21
+4.13%
CSNA3
6.13
+3.90%
PETR4
44.60
-3.23%
SUZB3
42.20
+2.80%
BBDC4
17.86
+2.70%

Live cross-market prices, session ranges and volume update through the day, giving each report a richer read on the instruments that matter most for the session.

Thursday, May 21, 2026 · Covering Wednesday May 20 session
Summary

Ibovespa today reflects Wednesday’s 1.77% rebound to 177,355.73, a sharp bounce off Tuesday’s year-low oversold. The Senate move to curb Trump’s Iran war powers pulled global yields and oil lower, easing the pressure on the election selloff. The real reclaimed sub-R$5 at R$4.9951.

The Big Three

1.
Ibovespa closed Wednesday at 177,355.73 (+1.77%, +3,076.87 pts), a reversal candle that opened at Tuesday’s low (174,279) and closed near the high (178,199). The bounce came off RSI 28.76, the deepest oversold of 2026, after the Senate advanced a resolution to curb Trump’s Iran war powers, easing the yield-and-oil pressure that compounded Tuesday’s selloff.
2.
The real reclaimed sub-R$5, strengthening to R$4.9951 from Tuesday’s R$5.0475 as the dollar bid eased on the de-escalation. The currency leads: when the war premium comes out of global yields, the carry trade reasserts and the real firms before equities, retracing the entire Tuesday slide — a cleaner signal than the equity bounce.
3.
RSI fast lifted to 37.19 from 28.76, slow 37.61 — off the floor but still soft. MACD histogram improved to −1,071.61 from −1,342.79. The election file is unresolved: Flávio Bolsonaro’s Polymarket odds collapsed from 45% to 33% on an inflammatory interview, keeping the overhang live even as relief lifted the tape.
Ibovespa Close
177,356
+1.77%
USD/BRL
4.9951
Sub-R$5 again
RSI Fast
37.19
Off the floor
Selic
14.50%
Copom June 17-18

02 Session Data

Metric Value Change Context
Ibovespa close 177,355.73 +1.77% Open at low, close at high
Intraday range 174,279 – 178,199 3,920 pts Reversal candle
USD/BRL 4.9951 Sub-R$5 Retraced Tuesday slide
RSI fast / slow 37.19 / 37.61 Recovering From Tuesday 28.76
MACD histogram −1,071.61 Improved From −1,342.79
Kijun 178,635 Overhead First resistance
200-DMA 163,821 7.6% below Structural floor
Source: B3, BCB, Polymarket, TradingView. Snapshot: May 21, 2026 06:14 UTC.

03 Why It Rebounded

External Trigger: Iran de-escalation pulls yields lower

The catalyst was external. The US Senate advanced a resolution to curb Trump’s Iran war powers, reducing the strike risk that had spiked Treasury yields to a 16-month high and lifted oil. As global yields retreated, the war premium came out of risk assets and the pressure on Tuesday’s selloff lifted. Brazil, a net oil exporter with a 14.50% Selic carry, captured the relief through index and currency.

Local Overhang: The election file stays live

The rebound was a relief bounce, not a resolution. The Bolsonaro-Vorcaro file remains unresolved, and Flávio’s Polymarket odds collapsed from 45% to 33% on an inflammatory interview. With the market-preferred candidate weakened, the October overhang persists — the bounce is external relief, not a change in the political risk.

§04 · Market Commentary

The bounce was textbook mean reversion off an extreme. RSI 28.76 was the deepest oversold of 2026, and the Iran de-escalation gave the tape a reason to snap back. The reversal candle and the real’s clean retracement below R$5 are constructive near-term. The currency leads: when the war premium leaves global yields, the real firms first.

But the election overhang caps the upside. Flávio’s collapse to 33% on Polymarket keeps the market-preferred-candidate risk live into October, and strategists warn election volatility can pin RSI through the campaign. The Kijun at 178,635 is the immediate resistance; reclaiming it confirms the bounce. The Selic at 14.50% anchors the carry case, with Copom June 17-18.

05 Technical Snapshot

Brazil Ibovespa BMFBOVESPA daily chart May 20 2026 close 177355 +1.77% rebound off RSI 28 deepest oversold 2026 reversal candle Iran de-escalation yields fell Kijun 178635 200-DMA 163821

Ibovespa daily, B3. TradingView · May 21, 2026 06:14 UTC

USD BRL Brazilian real daily chart May 20 2026 close 4.9951 reclaimed sub-R$5 dollar eased Iran de-escalation carry trade reasserts RSI 49 50-DMA 5.0647

USD/BRL daily, ICE. TradingView · May 21, 2026 06:14 UTC

Ibovespa rebounded to 177,355.73 after opening at Tuesday’s low and closing near the high — a bullish reversal candle off RSI 28.76. The Kijun at 178,635 is the immediate resistance, then 179,564 and the 183,007 cloud; the 200-DMA at 163,821 is the 7.6% floor. On USD/BRL, the real reclaimed R$4.9951 with the 50-DMA at 5.0647 the dollar resistance; RSI 49.73 neutral, MACD histogram positive.

Resistance: 178,635 (Kijun) → 179,564 → 183,007 (cloud)
Support: 174,279 (Tuesday low) → 172,887 → 163,821 (200-DMA)
Invalidation: A daily close back below 174,279 negates the reversal and reopens 172,887.

06 Forward Look

This week · The Kijun
A close above 178,635 confirms the reversal toward 179,564. A fade below the 174,279 Tuesday low negates the bounce.
This week · Iran and yields
A confirmed de-escalation extends the yield-and-oil relief. A breakdown re-spikes both and pressures the real above R$5.
Ongoing · Election file
Flávio at 33% on Polymarket reshapes the right-wing field. Vorcaro revelations or a polling recovery are the dominant volatility source into October.
June 17-18 · Copom
Selic at 14.50%. A sustained sub-R$5 real and easing oil revive the cut-path debate; the election overhang argues for a hold.

07 Questions & Answers

Why did the Ibovespa rebound 1.8%?
External relief and mean reversion. The US Senate advanced a resolution to curb Trump’s Iran war powers, pulling Treasury yields off a 16-month high and easing oil. That removed the external pressure on Tuesday’s selloff, and the index snapped back off RSI 28.76, the deepest oversold of 2026.
Why did the real reclaim sub-R$5?
The carry trade reasserting. As the war premium left global yields, the dollar bid eased and the real firmed to R$4.9951, retracing the entire slide. The currency leads: foreign positioning rebuilds the real before equities when Brazil risk eases. The net-oil-exporter profile and 14.50% Selic carry amplify the move when oil and yields fall together.
Is the election risk over?
No. The Bolsonaro-Vorcaro file is unresolved, and Flávio Bolsonaro’s Polymarket odds collapsed from 45% to 33% on an inflammatory interview. The market-preferred candidate is weakened, keeping the October overhang live. Strategists warn election volatility can keep RSI pinned through the campaign.

Verdict

Wednesday’s 1.77% rebound to 177,355.73 was textbook mean reversion off RSI 28.76, the year’s deepest oversold, as the Senate move to curb Trump’s Iran war powers pulled yields and oil lower. The reversal candle and the real’s retracement to sub-R$5 are constructive near-term. But the election overhang caps it: Flávio’s collapse to 33% on Polymarket keeps the October risk live. The Kijun at 178,635 is the gate. The Selic at 14.50% anchors the carry case into the June 17-18 Copom.

Related: Tuesday’s election-scandal drop · Senate Iran move and yields · The yield-spike backdrop.

Gate today: Kijun 178,635. Reclaim = reversal confirmed; below 174,279 = bounce negated.

Disclaimer: This report is editorial market analysis based on publicly available data. It is not investment advice. Markets carry risk; consult a licensed professional before trading.

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