Restructurings, corporate distress and Middle East war widen spreads, while managers say opportunities are starting to emerge, caution remains essential 04/09/2026 The repricing of risk premiums, which began in February and intensified in March, reflects uncertainty and a loss of investor confidence amid a string of cases involving troubled companies and court-supervised […]
Equinor, TotalEnergies, Petrogal, Shell, Repsol Sinopec win injunction as government prepares appeal 04/09/2026 A federal court in Rio de Janeiro has granted a preliminary injunction to five oil companies, suspending the collection of a 12% tax on crude oil exports, which the government introduced in March through a provisional presidential decree. The […]
4ª turma reconheceu cobertura e determinou retorno do caso para análise de dano moral. 8de abril de 2026 A 4ª turma do STJ deu parcial provimento a recurso especial para reconhecer o dever de plano de saúde de custear procedimento indicado para tratamento de câncer, afastando negativa baseada na ausência de previsão […]
Higher crude shipments lift export revenue in March, while imports rise twice as fast and sales to U.S. and Argentina fall 04/08/2026 Brazil posted a trade surplus in March as exports rose 10%, although imports climbed at twice that pace. The increase in export revenue was driven by oil, which accounted for […]
Big-ticket deals lift first-quarter value 30% as companies race to close transactions before the presidential election cycle adds uncertainty 04/08/2026 Brazil’s mergers and acquisitions market regained momentum in the first quarter of 2026, helped by large deals and a push by companies to wrap up transactions before the election period intensifies. A survey […]
Lease renewals drive firms to cheaper districts as prime office costs surge 04/07/2026 Office lease contracts signed during the pandemic are now coming up for renewal, triggering a wave of relocations as companies seek better cost-effective alternatives. Vacancy rates in São Paulo, which reached 23% in prime office buildings in 2021, fell to 13.9% by the end […]
Plan to bypass constitutional amendment route risks friction with Lower House leadership 04/07/2026 The government of President Lula has decided to send Congress a bill to abolish the so-called 6-on-1 workweek, where employees work six consecutive days followed by one day of rest. However, the move has caused division within the ruling coalition, with concerns that it […]
Company launches pilot projects, targets lab by 2030 04/02/2026 The rapid expansion of Brazil’s agribusiness over the past 50 years has largely been driven by the “tropicalization” of technologies—adapting crops and techniques developed for colder climates to the country’s tropical conditions. Now, a company in the sector is betting on the reverse […]
Economists struggle to explain why stronger earnings are no longer translating into faster consumption 04/02/2026 Economists are puzzled by the growing gap between Brazilians’ income, which keeps rising, and household consumption, flat in the last quarter of 2025. Several explanations are on the table. A larger share of household income may be going […]
Brent jumps on Middle East war, but Brazilian oil companies react unevenly as business models and policy risks shape returns 04/02/2026 The sharp rise in oil prices during the war in the Middle East did not translate evenly into share prices of oil companies listed in Brazil. Although Brent climbed nearly 62% […]