The Ibovespa rose 1.4% to close at a record 209,067 on Friday as the first voting-intention polls released after the first round confirmed Flávio Bolsonaro’s lead over President Lula in the runoff. Markets view Bolsonaro as more fiscally restrictive, strengthening expectations that a potential administration could tighten control over public spending and improve Brazil’s fiscal position. The race remains tight, with some polls showing a statistical tie. Financial stocks were mostly higher, with Itaú up 2.3%, BB and Itaúsa gaining 1.6% each, and B3 advancing 2.5%. Petrobras rose 0.9% despite volatile oil prices. Vale turned positive late in the session, closing up 0.38% in a narrow range after iron ore prices hit multi-month lows. Retailers posted sharp gains as yields fell following the polls, despite rising inflation and a reading above the upper limit of the BCB’s target range. Magazine Luiza soared 19.2%. The Ibovespa gained 8.82% this week, its strongest weekly performance of 2026.

Ibovespa Hits Record High on Election Polls

The S&P/TSX Composite Index rose 1.5% to close at 35,665 on Friday as weaker employment data reinforced expectations that the Bank of Canada will refrain from hiking rates. Employment fell by 68,300, missing expectations for a 7,000 increase. The unemployment rate edged up to 6.5%, in line with forecasts. Canadian yields fell, supporting credit-sensitive stocks. RBC rose 1.1%, TD gained 1.2%, BMO advanced 1.6%, and Scotiabank and CIBC added 1.3% each. Gold prices also advanced, lifting mining shares, with Agnico Eagle up 3.2% and Barrick and WPM gaining 2.9% each. Lundin surged 10.5% after its Fruta del Norte mine in Ecuador posted its strongest production quarter on record. Energy producers also gained despite volatile oil prices. Technology stocks advanced amid strength among US hyperscalers, with Shopify up 4.1%. Elsewhere, Aritzia surged 20.5% after beating expectations for second-quarter revenue and profit. The TSX rose 0.9% weekly.

TSX Gains on BoC Rate-Hold Bets

The Dow Jones Index went up by 423 points or 0.83 percent on Friday to close at 51655 points. The rise was led by Amazon (3.31%), Cisco Systems (3.03%) and Visa (2.83%). On the downside, the weakerst performers were 3M (-2.19%), Home Depot (-1.57%) and Apple (-1.11%).

The Dow Jones Index Closes 0.83% Higher

Brent crude prices wavered near $104 a barrel on Friday after US President Trump said Russian President Putin had agreed to release diesel supplies into the global market. The US Treasury Department said the Office of Foreign Assets Control was “immediately issuing a temporary general license” to allow Russian diesel supplies to reach global markets. The proposed volume would amount to about 22.5 million barrels. Meanwhile, the US-Iran conflict has strained shipping, with a large tanker fleet tied up in ship-to-ship transfers outside the Strait of Hormuz, pushing global freight rates to record highs and reducing vessel availability on other routes. Eleven tankers came under attack while transiting Hormuz during the week that ended October 4th. Trump said earlier this week that he would not strike Iran again before the November midterm elections, citing what he described as productive discussions with Tehran. On the week, brent rose about 1.5%.

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Ibovespa Hits Record High on Election Polls

TSX Gains on BoC Rate-Hold Bets

The Dow Jones Index Closes 0.83% Higher

Brent Wavers on Potential Russian Diesel Release