🇧🇷 STANDARD CHARTERED: POSITIONING ADJUSTMENTS IN BRAZILIAN RATES MAY HAVE FURTHER ROOM TO RUN STANDARD CHARTERED: INVESTMENT THESIS FOR BRAZIL HAS FUNDAMENTALLY CHANGED STANDARD CHARTERED: BRAZIL INVESTMENT THESIS NOW CENTERS ON LULA'S ECONOMIC TEAM APPOINTMENTS AND FISCAL POLICY STANDARD CHARTERED: HAS REDUCED EXPOSURE TO RATES, FX AND EXTERNAL DEBT PENDING GREATER CLARITY STANDARD CHARTERED: SURPRISE ELECTION RESULT TRIGGERS COMPREHENSIVE MARKET REPRICING STANDARD CHARTERED DOWNGRADES BRAZILIAN RATES AND REAL TO NEUTRAL FROM OVERWEIGHT

🇧🇷 BRAZIL'S CENTRAL BANK GOVERNOR GALIPOLO SAID THE BANK WILL ACT IF IT SEES DYSFUNCTION IN THE FX MARKET.

$AMD $META AMD WILL INVEST $1 BLN IN META PLATFORMS' EQUITY OFFERING, SOURCES SAID. AMD AND META PLATFORMS ADVANCE STRATEGIC COOPERATION, WITH AMD TO PROVIDE COMPUTE CAPACITY FOR META'S SUPER-INTELLIGENCE INFRASTRUCTURE. AMD: HELIOS RACK-LEVEL SOLUTION IS RUNNING AT META PLATFORMS. AMD: EPYC PROCESSORS ARE PROVIDING COMPUTE CAPACITY FOR META'S MUSE AI AGENT.

Algo de info sobre Brasil, $AAPL y $META disponible en historias de instagram.

$MELI 🇦🇷 BTIG Reiterates Buy on MercadoLibre, Maintains $2150 Price Target Citigroup Upgrades MercadoLibre to Buy From Neutral, $2,050 Price Target

$AAPL Goldman Sachs Adjusts Price Target on Apple to $390 From $360

🇧🇷 BRAZIL'S CENTRAL BANK SAYS THERE ARE NO MAJOR RISKS TO FINANCIAL STABILITY.

🇧🇷 BRAZIL'S MINISTRY OF PLANNING SAID THE GOVERNMENT'S DIESEL SUBSIDY WILL BE EXTENDED FOR ONE MONTH.

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🇧🇷 FITCH SAYS LULA'S ELECTION VICTORY INCREASES FISCAL UNCERTAINTY IN BRAZIL.

🇺🇸🇧🇷 U.S. PRESIDENT TRUMP SAID THE BRAZILIAN ELECTION WAS VERY BAD AND APPEARED TO BE ANOTHER RIGGED ELECTION. US PRESIDENT TRUMP, ON BRAZIL'S ELECTION, SAID HE LIKES BRAZILIAN PRESIDENT LULA AND THAT THEY GET ALONG WELL.

🇦🇷 ARGENTINE OTC BONDS FELL AN AVERAGE 0.6% AMID A SELL-OFF IN BRAZIL; COUNTRY RISK PREMIUM JUMPED TO 755 BPS, TRADERS SAID.

🇧🇷 BTG: GALÍPOLO IS NOT CONSIDERED AN OPTION BY PT LEADERSHIP FOR FINANCE MINISTER BTG: GALÍPOLO BECAME SIGNIFICANTLY DISTANCED FROM THE PRESIDENTIAL PALACE DURING 2026 AFTER REFUSING TO YIELD TO PRESSURE BTG: GALÍPOLO'S CLOSE RELATIONSHIP WITH LULA HAS NOW DETERIORATED BTG: MORETTI, CURRENT PLANNING MINISTER, IS EXPECTED TO REMAIN IN THE CABINET AND CONTINUE AT THE PLANNING MINISTRY BTG: ECONOMIC TEAM ADVOCATES IMPLEMENTING FISCAL ADJUSTMENT MEASURES IN THE NEAR TERM BTG: IMMEDIATE PLAN IS TO APPROVE A SUPPLEMENTARY LAW ALLOWING THE GOVERNMENT TO TARGET THE MIDPOINT OF THE FISCAL TARGET RANGE

🇧🇷 BTG: LULA WILL SEEK TO FORM A GOVERNMENT THAT GOES BEYOND THE PT IN KEY POSITIONS, INCLUDING CENTRÃO PARTIES BTG: ALCKMIN IS AMONG THE FAVORITES FOR FINANCE MINISTER BTG: FONTELLES WOULD FACE COMPLICATIONS IN RESIGNING AS PIAUÍ GOVERNOR TO BECOME FINANCE MINISTER BTG: FONTELLES' LACK OF EXPERIENCE WITH CONGRESS AND PUBLIC FINANCES IS CITED AS A CONCERN BTG: DURIGAN'S NAME IS INCREASINGLY BEING MENTIONED TO HEAD A STATE-OWNED BANK

🇧🇷 BRAZIL'S FINANCE MINISTER SAID THE GOVERNMENT WILL SUBMIT A PROPOSAL THIS YEAR AIMING TO SET THE FISCAL TARGET AT THE MIDPOINT OF THE RANGE. BRAZIL'S FINANCE MINISTER SAID THE GOVERNMENT WILL DISCUSS REVIEWING THE SIZE OF CONGRESSIONAL BUDGET ALLOCATIONS, EXCESSIVE PUBLIC-SECTOR WAGE LEVELS AND SPECIAL PENSION REGIMES. BRAZIL'S FINANCE MINISTER SAYS THE CENTRAL BANK WILL INTERVENE IN THE FX MARKET IF NECESSARY. BRAZIL'S FINANCE MINISTER SAID THE GOVERNMENT WILL RAISE ITS FORECAST FOR NEXT YEAR'S PRIMARY FISCAL SURPLUS.

🇧🇷 VALOR: MINISTROS DO STF DESCARTAM TOTALMENTE A POSSIBILIDADE DE ANULAÇÃO DA ELEIÇÃO

🇦🇷 ARGENTINA'S STOCK MARKET FELL ALONGSIDE BRAZIL'S, WITH THE BENCHMARK INDEX DOWN ABOUT 6%.

Bueno, arranca el baile y dejo de subir info... buena jornada para todos.

🇧🇷 BRAZIL'S FINANCE MINISTRY CANCELED THE FIXED-RATE GOVERNMENT BOND AUCTION ORIGINALLY SCHEDULED FOR OCT. 29.

$BRL 🇧🇷 THE BRAZILIAN REAL'S DECLINE AGAINST THE DOLLAR IN SPOT TRADING WIDENED TO 12.2%.