The Ibovespa rose 0.4% to trade above 138,500 on Monday, tracking global gains as investors priced in renewed US rate cuts while domestic focus shifted to government events. Fed Chair Jerome Powell’s dovish tone at Jackson Hole boosted bets on a September cut, with futures now pricing an 84% chance of a 25bps move and a full percentage point of easing by mid-2026, bringing rates to 3.25–3.5%. In Brazil, President Lula will unveil a new Industry 4.0 credit line at the Planalto Palace alongside Vice President Geraldo Alckmin and Finance Minister Fernando Haddad. Alckmin will also close the Brazil–Nigeria Business Forum, while Agrarian Development Minister Paulo Teixeira presents new rules for public food purchases to aid firms hit by US tariffs. On the corporate front, banks gained (Ita