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São Paulo, Brazil Local 16:00 · Mon · working now São Paulo's late-afternoon tape rides Wall Street's breadth while fiscal math stays local: the Ibovespa gained about 1.65 percent toward 171,276 points as Vale, BRF, and the large banks led advancers, though Petrobras and oil-linked names still lag cheaper Brent. The Focus survey locked year-end Selic expectations at 13.75 percent after the Copom's pause, lifted 2027 inflation to 4.90 percent, and trimmed GDP forecasts to 1.75 percent for 2026 and 1.15 percent for 2027. President Lula's Sunday address offered market-friendly tone without new adjustment detail, so B3 prices offshore chip recovery against a credibility gap and the dollar firm near 5.51 reais.
Money Times · InfoMoney · Reuters
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Buenos Aires, Argentina Local 16:00 · Mon · working now Buenos Aires trades in a thin session shaped as much by papal logistics as price discovery: country risk lingered near 939 basis points while last week's Merval slump leaves offshore investors to digest cheaper oil against Milei's austerity path. Pope Léon XIV's visit has thinned domestic turnover, so Argentine beta still tracks Wall Street's Nvidia overhang and Tuesday's US CPI more than local headlines. Energy ADRs may find partial relief from Brent's diplomatic slide, yet congressional scrutiny of US chip exports keeps Southern Cone risk premia on a short leash until cash markets normalize.
Revista Mercado · La Nación · Reuters
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New York, United States Local 14:00 · Mon · working now New York's mid-afternoon proves breadth can outrun a governance shock: major indexes advanced even as Nvidia fell roughly 5 percent after the board's independent probe into Jensen Huang's ties to a woman US agencies linked to Chinese intelligence. AMD rose about 11 percent on a Google partnership and analyst support, Broadcom gained near 9 percent, and Coherent jumped about 18 percent as AI infrastructure names recovered from last week's correction. Brent's slide toward the mid-$90s eases the inflation premium investors carry into Tuesday's CPI, but Manhattan still prices potential congressional hearings and tighter China export licensing alongside the day's largest cap drawdown.
CNBC · CNBC · NVIDIA
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Toronto, Canada Local 14:00 · Mon · working now Toronto tracks a firmer US cash session while resource dualities stay in frame: Bay Street follows the S&P's recovery as cheaper Brent and firmer mining sentiment offshore help materials and energy navigate divergent paths. Nvidia's governance markdown still caps semiconductor beta for Canadian tech listings, and China's October PPI at 5.7 percent keeps input-cost pass-through on the radar for exporters. AMD's double-digit rally shows peer-chip rotation can support dual-listed hardware names even when the AI franchise lead stock falls, leaving the cross-border afternoon about whether continental resource strength can outrun leadership risk before Tuesday's inflation print.
AP News · CNBC · CNBC
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Bogotá, Colombia Local 14:00 · Mon · working now Bogotá's afternoon is micro before macro: the COLCAP trades near 2,485 with Ecopetrol rebounding into Tuesday's third-quarter results, where the market expects net profit roughly between COP 4 and 5 trillion. The peso finished last week near 3,240 per dollar after strong US payrolls, so Tuesday's US CPI now matters more than Monday's offshore chip scandal for Andean FX. Cheaper Brent helps the state oil champion's setup even as Grupo Sura's year highs remind locals that idiosyncratic holding-company flows still dominate thin turnover.
Bolsa al Día · Portafolio · CNBC
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Mexico City, Mexico Local 13:00 · Mon · working now Mexico City holds a near-record BMV tape into the week's inflation duel: the S&P/BMV IPC finished last week at 71,393 points as investors await October domestic CPI and Tuesday's US print to validate Banxico's easing path. A firmer US midday on cheaper oil supports nearshoring-linked industrials, yet any upside surprise in local prices could reprice rate expectations faster than Nvidia governance headlines. For manufacturers tied to US demand, the session is whether offshore index recovery can stick without AI leadership.
MiBolsillo · AP News · Investing.com
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Chicago, United States Local 13:00 · Mon · working now Chicago's derivatives complex mirrors New York's barbell into mid-afternoon: index products track S&P gains while Nvidia's governance shock still anchors semiconductor beta, and Brent's slide toward the mid-$90s eases the inflation hedge embedded in energy-linked contracts. AMD's surge and a rebound in AI infrastructure names show futures desks can price breadth even when the AI chip leader falls. For CME and Cboe flow, Monday is whether macro support from cheaper crude can outweigh a leadership markdown before Tuesday's CPI locks the rates narrative.
Yahoo Finance · CNBC · Morningstar
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Los Angeles, United States Local 11:00 · Mon · working now Los Angeles opens its Monday on a split screen between recovering Wall Street indexes and Silicon Beach's Nvidia headache: the broader US tape gained while the AI chipmaker slid on the board's espionage probe, a gap that matters for SoCal aerospace, entertainment finance, and logistics tied to the port complex. Coherent's roughly 18 percent midday surge and Amazon's gains illustrate how hyperscalers and AI supply-chain names are absorbing leadership fear. Cheaper Brent helps airlines and freight margins; for Southern California, the afternoon question is whether port volumes can ride index breadth while export-control politics cap the valley's largest cap stock.
CNBC · The Guardian · Al Jazeera
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San Francisco, United States Local 11:00 · Mon · working now San Francisco's morning is pure governance versus breadth: Nvidia's board investigation into Jensen Huang's alleged targeting by foreign intelligence left shares lower even as AMD, Broadcom, and Marvell lifted the semiconductor complex and the Nasdaq advanced on peer strength. Huang admitted infidelity and pledged cooperation while Beijing rejected the spy narrative, leaving venture marks and secondary desks to reconcile a recovering index tape with congressional-hearing risk. For the Bay Area, Monday proves application-layer and peer-chip strength can absorb a C-suite scandal—until Tuesday's CPI reprices the macro floor beneath the AI trade.
CNBC · CNBC · CNBC