Brazil's Ibovespa closed down 13.9% after a 30-minute trading halt following the re-election of President Luiz Inácio Lula da Silva, while the real weakened 8.8% against the US dollar. Brazil's Treasury cancelled two bond auctions this week, putting fiscal credibility under scrutiny. Central banks in New Zealand, Canada, the United States, Europe and Japan decide on rates between Wednesday and Friday, and markets broadly expect the Fed to hold its 3.75%-4.00% range. US durable-goods orders, consumer confidence, new-home sales and Richmond Fed data are due Tuesday, while Visa and PayPal report today, Microsoft on Wednesday and Mastercard on Thursday. The article says political risk can override macro fundamentals overnight, and that these events will test risk appetite.
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Related tickers and likely impact
DXY
• NeutralRelevance: medium
| Market | Currencies |
|---|---|
| Close on 10/26/2026 | 102.02 |
| Change that session | +0.27% |
SPY
▼ Likely negativeSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/26/2026 | 765.22 |
| Change that session | +0.69% |
XAU/USD
• NeutralRelevance: low
| Market | Gold |
|---|---|
| Close on 10/26/2026 | 4,017.27 |
| Change that session | +0.54% |
VNINDEX
• NeutralRelevance: low
| Market | Vietnam stocks |
|---|---|
| Close on 10/26/2026 | 1,763.55 |
| Change that session | -0.60% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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