Today data on formal and informal jobs from the Continuous National Household Sample Survey (PNAD) second quarter of 2021 and June. Investors often look to these indicators to determine how the labor market recovery is progressing.

In addition, the market is also highlighted. 2022 Budget project, which will be sent to Congress by the government today. It will have a preliminary design, according to an economic source Valor heard.… There is no definition of how preliminary, legal debts, the proposal will provide for the full payment of this bill and, thus, other costs will be reduced. The Bolsa Família budget, for example, will be frozen.

“Investors have some questions about what the litigation will look like with the new Bolsa Família. These are sensitive moments for the economy, and we may have the first signs of what the financial situation will be like, ”says Carla Argenta, chief economist at CM Capital.

The Presidents of the House and Senate are expected to meet with the President of the Federal Supreme Court (STF) today to discuss an alternative to containing increases in wages.

Talking about the water crisis, the government may announce today new value of the tariff flag levied on the electricity bill to finance the operation of thermal power plants. The cost is expected to be increased by at least 50%.

In the political arena, the most talked about tensions are postponement of the manifesto “The area belongs to three powers” for after the holiday, what worried some of the organizations that joined the movement, according to Valor… Among them are agribusiness associations.

The document was organized by the Federation of Industry of the State of São Paulo (Fiesp) with the participation of the Brazilian Federation of Banks (Febraban). The document criticizes the institutional crisis between the executive and the judiciary. The reason for the suspension was the reaction of the government itself, which threatened to withdraw Banco do Brasil and Caixa Econômica Federal from Febraban members.

The decision to postpone the publication of the manifesto thwarted any prospect of a cold snap until September 7.

There, the markets are still humorousguided by speech by the Chairman of the Federal Reserve System (FRS, US Central Bank) on the removal of stimulus for the economy at a meeting last week.

“Investors are awaiting additional economic and employment data over the course of the week to try to determine what the Fed’s next steps will be towards lifting economic stimulus and possible signs of forecasting interest rate hikes,” said Rodrigo Moliterno, partner, founder and head of variable income at Veedha Investimentos.

Brazilian Institute of Geography and Statistics (IBGE) announces at 9:00 Pnad second quarter of 2021 and June. According to the average value obtained by Valor Data, the unemployment rate should have reached 14.5% in the quarter ending the same month. In the first quarter of the year, the unemployment rate in the country was 14.7%.

Overseas, today’s agenda is focused on data American consumer confidence from the Conference Council at 11:00 (Brasilia time).

In Europe, the focus is also on data consumer inflation in the euro areareleased earlier today.

The Eurozone Consumer Price Index (CPI) showed inflation at 3% in August compared to the same month last year, according to preliminary data released by Eurostat, the European Statistical Institute.

The data significantly exceeded the expectations of economists polled by The Wall Street Journal of 2.7% growth over the period and indicates a strong acceleration in prices compared with July figures – 2.2% growth over the period. year.

US USA, stocks rose this morning as the S&P 500 approaches the end of its seventh straight month of record gains.

On Europe, stock markets opened slightly higheras investors digest economic data from the region and other countries.

On Asia, most exchanges closed higherafter yesterday’s movement from Western markets, despite weaker data on the Chinese economy.

• A South America announced last night that it had made a voluntary binding offer to HB Saúde to acquire up to 100% of Grupo HB Saúde for R $ 485 million. According to the relevant fact disclosed by Sul América, “the transaction is subject to the approval of HB Saúde shareholders at an extraordinary general meeting and subsequent sale by shareholders holding at least 50% plus one voting share and the total capital of HB Saúde.”
• Board of Directors Rede D’Or São Luiz at yesterday’s meeting they decided not to conduct a voluntary public offer for the purchase of a diagnostic network. Alliar… According to a statement released yesterday in the market, the withdrawal is due to “the occurrence of events that made the offer logically impossible,” such as the execution of an Alliar shareholder agreement prohibiting the sale of shares.
• O Fleury The company announced yesterday that it, together with its legal and financial advisers, has begun preliminary studies to assess a potential deal with Alliarbut that there is still no definition regarding the presentation of an offer, offer or agreement. “The company’s management is constantly evaluating opportunities for acquiring companies or assets that can contribute to the achievement of its strategic goals,” the laboratory network said in a statement.
• A Ânima is negotiating the acquisition CEUB, University Center Brasilia, in a deal worth about R $ 800 million, according to Valor. Also according to sources, this amount also includes tax liabilities. CEUB is a non-profit university center and it lost its immunity a few years ago, leading to this debt, which was challenged in court.

(With Valor PRO, Valor’s real-time information service)