USA & Canada Intelligence Brief — Thursday, July 30, 2026

IBOV 174,421.63 ▲ 0.31% IPSA 10,935.89 ▲ 0.52% IPC MEX 66,475.94 ▼ 1.23% MERVAL 3,297,051 ▲ 1.98% COLCAP 2,311.69 ▲ 0.30% BVL PERÚ 57,107.38 — — USD/BRL5.07▼ 0.96% USD/MXN17.35▼ 0.50% USD/CLP923.67▼ 1.07% USD/COP3,111▼ 3.11% USD/PEN3.39▼ 0.46% USD/ARS1,491▼ 0.30% USD/UYU40.22▲ 1.47% USD/PYG5,941▲ 0.68% USD/BOB11.80▲ 5.19% USD/DOP57.95▲ 0.09% USD/CRC449.30▲ 1.51% USD/GTQ7.63▲ 2.33% USD/HNL26.76▲ 0.31% USD/NIO36.62▼ 0.15% USD/VES743.77▲ 0.25% USD/PAB1.00— 0.00% USD/BZD2.00— 0.00% USD/JMD157.39▲ 0.40% USD/TTD6.75▲ 1.19% EUR/BRL5.84▼ 0.13% BRENT 89.86 ▼ 0.97% WTI 84.29 ▼ 0.20% IRON ORE 161.91 — — COPPER 6.45 ▲ 2.76% GOLD 4,154 ▲ 2.95% SILVER 58.61 ▲ 1.29% SOY 1,191 ▲ 1.10% CORN 472.25 ▲ 5.18% WHEAT 670.00 ▲ 1.40% COFFEE 325.00 ▼ 0.25% SUGAR 14.43 ▼ 0.48% ORANGE JUICE 137.40 ▼ 0.40% COTTON 80.67 ▲ 3.40% COCOA 5,076 ▼ 2.10% BEEF 225.08 ▼ 1.24% CATTLE 338.73 ▼ 1.61% LITHIUM 69.02 ▲ 3.42% PETR4 42.21 ▲ 0.50% VALE3 75.07 ▲ 0.03% ITUB4 42.36 ▲ 1.29% BBDC4 18.15 ▼ 1.09% ABEV3 15.54 ▼ 2.26% BBAS3 21.01 ▲ 1.11% B3SA3 15.44 ▲ 0.78% WEGE3 46.62 ▲ 2.15% PRIO3 58.89 ▲ 0.82% SUZB3 42.25 ▼ 0.12% RENT3 38.02 ▲ 1.55% AZZA3 16.12 ▼ 0.19% CSAN3 3.97 ▲ 2.06% RAIZ4 0.27 ▲ 3.85% PCAR3 2.77 ▼ 1.42% GMAT3 3.93 ▲ 1.03% PSSA3 54.08 ▲ 0.50% CVCB3 1.30 ▲ 1.56% POSI3 3.52 ▼ 0.85% SLCE3 13.23 ▲ 1.07% NATU3 8.32 ▲ 0.60% BRKM5 5.84 ▲ 2.10% RANI3 7.95 ▼ 0.13% CSNA3 5.16 ▼ 0.77% CMIN3 6.02 ▲ 0.67% USIM5 7.87 ▼ 5.41% GGBR4 24.77 ▼ 0.08% ENEV3 25.98 ▲ 0.43% CPFE3 45.56 ▲ 1.72% CMIG4 11.19 ▲ 1.73% EQTL3 38.34 ▲ 1.37% LREN3 13.53 ▲ 1.27% VIVT3 32.76 ▲ 0.68% RAIL3 14.12 ▲ 1.22% KLABIN 18.03 ▲ 0.06% RAIA DROGASIL 18.07 ▲ 1.75% RDOR3 34.42 ▲ 1.68% HAPV3 10.68 ▲ 1.23% FLRY3 16.93 ▲ 0.59% SMTO3 14.23 ▼ 0.28% UGPA3 32.23 ▲ 0.72% VBBR3 35.23 ▲ 1.82% BBSE3 40.92 — 0.00% BPAC11 55.72 ▲ 1.94% CURY3 29.80 ▲ 3.29% AERI3 2.14 ▲ 1.42% VIVARA 22.41 ▲ 0.27% COMPASS 24.48 ▲ 1.12% VAMOS 3.37 ▲ 1.81% SANB11 25.41 ▼ 0.86% ASAI3 8.39 ▲ 1.08% SBSP3 27.24 ▲ 2.37% WALMEX 49.40 ▼ 0.12% GMEXICO 210.46 ▲ 1.78% FEMSA 212.73 ▲ 0.27% CEMEX 20.58 ▼ 0.05% GFNORTE 200.76 ▲ 2.06% BIMBO 59.78 ▼ 0.17% TELEVISA 9.86 — 0.00% AMX 21.97 ▲ 0.64% GAP 379.86 ▲ 0.21% ASUR 276.77 ▲ 1.76% OMA 232.47 ▼ 0.09% KOF 188.34 ▲ 0.81% GRUMA 267.01 ▼ 0.09% KIMBER 40.32 ▼ 0.30% SQM-B 63,206 ▼ 0.93% COPEC 6,340 ▲ 2.42% BSANTANDER 81.49 ▲ 1.56% FALABELLA 6,174 ▼ 0.68% ENELAM 88.01 ▲ 1.52% CENCOSUD 1,945 ▲ 1.37% CMPC 1,043 ▲ 0.71% BANCO CHILE 194.82 ▲ 2.00% LATAM AIR 24.61 ▲ 0.86% YPF 81,125 ▲ 1.69% GGAL 7,980 ▲ 2.37% PAMPA 5,475 ▲ 1.96% TXAR 655.00 ▼ 0.46% ALUAR 970.00 ▼ 0.31% TGS 9,800 ▲ 3.05% CEPU 2,385 ▲ 4.10% MIRGOR 16,500 ▼ 0.30% COME 44.39 ▲ 4.10% LOMA NEGRA 3,688 ▲ 0.41% BYMA 300.50 ▲ 0.84% TELECOM ARG 4,378 ▲ 2.04% ECOPETROL 16.63 ▲ 1.40% BANCOLOMBIA 92.75 ▲ 3.67% GRUPO AVAL 5.03 ▲ 2.65% CREDICORP 400.55 ▲ 4.33% SOUTHERN COPPER 181.85 ▲ 3.64% BUENAVENTURA 30.94 ▲ 2.38% MERCADOLIBRE 1,839 ▼ 1.29% NUBANK 14.24 ▲ 1.39% XP 16.85 ▲ 3.31% PAGSEGURO 9.62 ▲ 0.79% STONE 11.00 ▲ 0.37% GLOBANT 35.68 ▼ 6.47% TECNOGLASS 43.81 ▼ 2.38% GAP AIRPORT 218.54 ▲ 0.72% ASUR 276.77 ▲ 1.76% OMA AIRPORT 107.18 ▲ 0.75% AMX ADR 25.26 ▲ 1.55% FEMSA ADR 122.85 ▲ 1.48% CEMEX ADR 11.83 ▲ 1.07% PETROBRAS ADR 18.85 ▲ 1.37% VALE ADR 14.79 ▲ 0.96% ITAU ADR 8.37 ▲ 2.64% SANTANDER BR 5.04 ▼ 1.27% AMBEV ADR 3.05 ▼ 1.77% CSN 1.03 — 0.00% GERDAU 4.92 ▲ 1.23% LATAM ADR 53.41 ▲ 2.61% BTC 64,611 ▲ 1.10% ETH 1,915 ▲ 0.32% SOL 74.47 ▲ 1.19% XRP 1.09 ▲ 1.74% BNB 588.95 ▲ 3.07% ADA 0.17 ▲ 6.72% DOGE 0.07 ▲ 0.18% AVAX 6.45 ▲ 0.46% LINK 8.46 ▲ 1.59% DOT 0.76 ▲ 0.18% LTC 44.87 ▼ 1.19% BCH 219.00 ▲ 3.72% TRX 0.33 ▲ 1.06% XLM 0.17 ▲ 0.40% HBAR 0.07 ▲ 0.39% NEAR 1.66 ▲ 2.17% ATOM 1.29 ▲ 0.92% AAVE 98.92 ▲ 2.98% SELIC 14.25% — EMBRAER 85.17 ▼ 1.07% EMBRAER ADR 67.51 ▼ 0.23% JBS 14.08 ▼ 1.09% JBS BDR 71.16 ▼ 1.69% MBRF3 17.47 ▲ 4.86% MBRFY 3.35 ▲ 5.35% INTER 5.48 ▲ 1.26% EGX 53,442 ▼ 0.35% USD/ZAR16.51▼ 0.82% USD/NGN1,362▼ 0.25% NIKKEI 61,867 ▲ 0.71% CSI300 4,550 ▼ 1.10% HSI 25,859 ▲ 0.20% NIFTY 24,317 ▲ 0.28% KOSPI 5,594 ▼ 1.23% JCI 6,186 ▲ 1.56% USD/JPY159.49▼ 2.39% USD/CNY6.74▼ 0.37% DAX 25,585 ▲ 0.49% CAC 8,481 ▲ 0.86% FTSE 10,893 ▼ 0.14% MIB 51,978 ▲ 1.04% IBEX 19,731 ▲ 1.64% STOXX 649.62 ▲ 0.71% EUR/USD1.15▲ 0.44% GBP/USD1.34▲ 1.17% SPX 7,384 ▲ 0.93% DJI 51,798 ▲ 0.39% NDX 27,934 ▲ 2.73% RUT 2,917 ▲ 0.37% TSX 35,285 ▼ 0.14% VIX 18.98 ▼ 8.13% USD/CAD1.40▼ 0.26% US10Y 4.6710 ▲ 1.06% IBOV 174,421.63 ▲ 0.31% IPSA 10,935.89 ▲ 0.52% IPC MEX 66,475.94 ▼ 1.23% MERVAL 3,297,051 ▲ 1.98% COLCAP 2,311.69 ▲ 0.30% BVL PERÚ 57,107.38 — — USD/BRL 5.07 ▼ 1.02% USD/MXN 17.34 ▼ 0.57% USD/CLP 923.61 ▼ 1.07% USD/COP 3,121 ▼ 2.80% USD/PEN 3.39 ▼ 0.38% USD/ARS 1,491 ▼ 0.30% USD/UYU 40.22 ▲ 1.47% USD/PYG 5,941 ▲ 0.68% USD/BOB 11.80 ▲ 5.19% USD/DOP 57.95 ▲ 0.09% USD/CRC 449.30 ▲ 1.51% USD/GTQ 7.63 ▲ 2.33% USD/HNL 26.76 ▲ 0.31% USD/NIO 36.62 ▼ 0.15% USD/VES 743.77 ▲ 0.25% USD/PAB 1.00 — 0.00% USD/BZD 2.00 — 0.00% USD/JMD 157.39 ▲ 0.40% USD/TTD 6.75 ▲ 1.19% EUR/BRL 5.84 ▼ 0.13% BRENT 89.86 ▼ 0.97% WTI 84.29 ▼ 0.20% IRON ORE 161.91 — — COPPER 6.45 ▲ 2.76% GOLD 4,154 ▲ 2.95% SILVER 58.61 ▲ 1.29% SOY 1,191 ▲ 1.10% CORN 472.25 ▲ 5.18% WHEAT 670.00 ▲ 1.40% COFFEE 325.00 ▼ 0.25% SUGAR 14.43 ▼ 0.48% ORANGE JUICE 137.40 ▼ 0.40% COTTON 80.67 ▲ 3.40% COCOA 5,076 ▼ 2.10% BEEF 225.08 ▼ 1.24% CATTLE 338.73 ▼ 1.61% LITHIUM 69.02 ▲ 3.42% PETR4 42.21 ▲ 0.50% VALE3 75.07 ▲ 0.03% ITUB4 42.36 ▲ 1.29% BBDC4 18.15 ▼ 1.09% ABEV3 15.54 ▼ 2.26% BBAS3 21.01 ▲ 1.11% B3SA3 15.44 ▲ 0.78% WEGE3 46.62 ▲ 2.15% PRIO3 58.89 ▲ 0.82% SUZB3 42.25 ▼ 0.12% RENT3 38.02 ▲ 1.55% AZZA3 16.12 ▼ 0.19% CSAN3 3.97 ▲ 2.06% RAIZ4 0.27 ▲ 3.85% PCAR3 2.77 ▼ 1.42% GMAT3 3.93 ▲ 1.03% PSSA3 54.08 ▲ 0.50% CVCB3 1.30 ▲ 1.56% POSI3 3.52 ▼ 0.85% SLCE3 13.23 ▲ 1.07% NATU3 8.32 ▲ 0.60% BRKM5 5.84 ▲ 2.10% RANI3 7.95 ▼ 0.13% CSNA3 5.16 ▼ 0.77% CMIN3 6.02 ▲ 0.67% USIM5 7.87 ▼ 5.41% GGBR4 24.77 ▼ 0.08% ENEV3 25.98 ▲ 0.43% CPFE3 45.56 ▲ 1.72% CMIG4 11.19 ▲ 1.73% EQTL3 38.34 ▲ 1.37% LREN3 13.53 ▲ 1.27% VIVT3 32.76 ▲ 0.68% RAIL3 14.12 ▲ 1.22% KLABIN 18.03 ▲ 0.06% RAIA DROGASIL 18.07 ▲ 1.75% RDOR3 34.42 ▲ 1.68% HAPV3 10.68 ▲ 1.23% FLRY3 16.93 ▲ 0.59% SMTO3 14.23 ▼ 0.28% UGPA3 32.23 ▲ 0.72% VBBR3 35.23 ▲ 1.82% BBSE3 40.92 — 0.00% BPAC11 55.72 ▲ 1.94% CURY3 29.80 ▲ 3.29% AERI3 2.14 ▲ 1.42% VIVARA 22.41 ▲ 0.27% COMPASS 24.48 ▲ 1.12% VAMOS 3.37 ▲ 1.81% SANB11 25.41 ▼ 0.86% ASAI3 8.39 ▲ 1.08% SBSP3 27.24 ▲ 2.37% WALMEX 49.40 ▼ 0.12% GMEXICO 210.46 ▲ 1.78% FEMSA 212.73 ▲ 0.27% CEMEX 20.58 ▼ 0.05% GFNORTE 200.76 ▲ 2.06% BIMBO 59.78 ▼ 0.17% TELEVISA 9.86 — 0.00% AMX 21.97 ▲ 0.64% GAP 379.86 ▲ 0.21% ASUR 276.77 ▲ 1.76% OMA 232.47 ▼ 0.09% KOF 188.34 ▲ 0.81% GRUMA 267.01 ▼ 0.09% KIMBER 40.32 ▼ 0.30% SQM-B 63,206 ▼ 0.93% COPEC 6,340 ▲ 2.42% BSANTANDER 81.49 ▲ 1.56% FALABELLA 6,174 ▼ 0.68% ENELAM 88.01 ▲ 1.52% CENCOSUD 1,945 ▲ 1.37% CMPC 1,043 ▲ 0.71% BANCO CHILE 194.82 ▲ 2.00% LATAM AIR 24.61 ▲ 0.86% YPF 81,125 ▲ 1.69% GGAL 7,980 ▲ 2.37% PAMPA 5,475 ▲ 1.96% TXAR 655.00 ▼ 0.46% ALUAR 970.00 ▼ 0.31% TGS 9,800 ▲ 3.05% CEPU 2,385 ▲ 4.10% MIRGOR 16,500 ▼ 0.30% COME 44.39 ▲ 4.10% LOMA NEGRA 3,688 ▲ 0.41% BYMA 300.50 ▲ 0.84% TELECOM ARG 4,378 ▲ 2.04% ECOPETROL 16.63 ▲ 1.40% BANCOLOMBIA 92.75 ▲ 3.67% GRUPO AVAL 5.03 ▲ 2.65% CREDICORP 400.55 ▲ 4.33% SOUTHERN COPPER 181.85 ▲ 3.64% BUENAVENTURA 30.94 ▲ 2.38% MERCADOLIBRE 1,839 ▼ 1.29% NUBANK 14.24 ▲ 1.39% XP 16.85 ▲ 3.31% PAGSEGURO 9.62 ▲ 0.79% STONE 11.00 ▲ 0.37% GLOBANT 35.68 ▼ 6.47% TECNOGLASS 43.81 ▼ 2.38% GAP AIRPORT 218.54 ▲ 0.72% ASUR 276.77 ▲ 1.76% OMA AIRPORT 107.18 ▲ 0.75% AMX ADR 25.26 ▲ 1.55% FEMSA ADR 122.85 ▲ 1.48% CEMEX ADR 11.83 ▲ 1.07% PETROBRAS ADR 18.85 ▲ 1.37% VALE ADR 14.79 ▲ 0.96% ITAU ADR 8.37 ▲ 2.64% SANTANDER BR 5.04 ▼ 1.27% AMBEV ADR 3.05 ▼ 1.77% CSN 1.03 — 0.00% GERDAU 4.92 ▲ 1.23% LATAM ADR 53.41 ▲ 2.61% BTC 64,611 ▲ 1.10% ETH 1,915 ▲ 0.32% SOL 74.47 ▲ 1.19% XRP 1.09 ▲ 1.74% BNB 588.95 ▲ 3.07% ADA 0.17 ▲ 6.72% DOGE 0.07 ▲ 0.18% AVAX 6.45 ▲ 0.46% LINK 8.46 ▲ 1.59% DOT 0.76 ▲ 0.18% LTC 44.87 ▼ 1.19% BCH 219.00 ▲ 3.72% TRX 0.33 ▲ 1.06% XLM 0.17 ▲ 0.40% HBAR 0.07 ▲ 0.39% NEAR 1.66 ▲ 2.17% ATOM 1.29 ▲ 0.92% AAVE 98.92 ▲ 2.98% SELIC 14.25% — EMBRAER 85.17 ▼ 1.07% EMBRAER ADR 67.51 ▼ 0.23% JBS 14.08 ▼ 1.09% JBS BDR 71.16 ▼ 1.69% MBRF3 17.47 ▲ 4.86% MBRFY 3.35 ▲ 5.35% INTER 5.48 ▲ 1.26% EGX 53,442 ▼ 0.35% USD/ZAR 16.49 ▼ 1.05% USD/NGN 1,362 ▼ 0.07% NIKKEI 61,867 ▲ 0.71% CSI300 4,550 ▼ 1.10% HSI 25,859 ▲ 0.20% NIFTY 24,317 ▲ 0.28% KOSPI 5,594 ▼ 1.23% JCI 6,186 ▲ 1.56% USD/JPY 159.32 ▼ 2.48% USD/CNY 6.7413 ▼ 0.19% DAX 25,585 ▲ 0.49% CAC 8,481 ▲ 0.86% FTSE 10,893 ▼ 0.14% MIB 51,978 ▲ 1.04% IBEX 19,731 ▲ 1.64% STOXX 649.62 ▲ 0.71% EUR/USD 1.1525 ▲ 0.52% GBP/USD 1.3453 ▲ 0.66% SPX 7,384 ▲ 0.93% DJI 51,798 ▲ 0.39% NDX 27,934 ▲ 2.73% RUT 2,917 ▲ 0.37% TSX 35,285 ▼ 0.14% VIX 18.98 ▼ 8.13% USD/CAD 1.4008 ▼ 0.23% US10Y 4.6710 ▲ 1.06%