Post-election turmoil drives losses across stocks and bonds, prompting portfolio managers to favor CDI-linked investments and overseas equities 10/30/2026 Gilberto Kfouri — Photo: Foto: Gabriel Reis/Valor October is ending with heavy losses across Brazilian assets, from equities to fixed-rate and inflation-linked bonds. Amid the market turmoil following the presidential election, […]
Market forecasts point to higher inflation through 2028, raising doubts about further Selic cuts 10/30/2026 Carlos Thadeu, of BGC Liquidez — Photo: Divulgação/BGC Liquidez Markets are already bracing for a sharp deterioration in inflation expectations, which is likely to create additional challenges for Brazil’s Central Bank in setting monetary policy. That […]
Delinquency also reaches historic highs as elevated interest rates strain borrowers and raise questions over the Central Bank’s next move 10/30/2026 Rubens Sardenberg — Photo: Divulgação Brazilian household debt exceeded 50% of annual income for the first time on record, the Central Bank reported. The ratio reached 50.1% in August, its highest level since the […]
Goal is to address deterioration in public finances caused by the election and take advantage of a more favorable Congress, argues Solange Srour 10/27/2026 Solange Srour, director of macroeconomics for Brazil at UBS GWM — Photo: Anna Carolina Negri/Valor Brazil’s 2026 election campaign worsened the country’s fiscal problems and made it more urgent for the […]
Industry associations back lower interest rates and preservation of sectoral policies, including concession auctions and special regime for critical minerals 10/27/2026 Venilton Tadini, chief executive of Abdib (the Brazilian Association of Infrastructure and Basic Industries), believes the tension in financial markets should settle quickly — Photo: Rogerio Vieira/Valor Brazilian businesses wants the new […]
Without the presidency, political family’s four lawmakers face challenge of maintaining its leadership of the right 10/27/2026 Jair Bolsonaro and Michelle bolsonaro: While her partner serves a 27-year sentence, former first lady takes up Federal District Senate seat — Photo: Brenno Carvalho/Agência O Globo Despite Flávio Bolsonaro’s defeat in the presidential race, […]
Justices Kassio Nunes Marques and André Mendonça may be more isolated than ever 10/26/2026 Situation of Justice Alexandre Moraes is the biggest question following revelations of suspicious ties to Daniel Vorcaro — Photo: Antonio Augusto/STF Luiz Inácio Lula da Silva’s (Workers’ Party, PT) reelection gives the majority wing of the Supreme Court […]
Sixteen elected governors backed Bolsonaro’s movement, but experts expect shifting alliances to preserve governability 10/26/2026 Celina Leão, backed by Flávio Bolsonaro and former first lady Michelle Bolsonaro, won reelection in the Federal District — Photo: Cristiano Mariz/O Globo Governors were elected in runoff races in five states—Acre, Amazonas, Tocantins, Espírito […]
Changes bring more live channels and sports coverage to ad-supported subscribers 10/26/2026 Júlia Rueff — Photo: Divulgação Globoplay, Brazil’s leading streaming platform, owned by Globo, is rolling out a revamped subscription offering on Monday (Oct. 26), aimed at improving the user experience while creating new opportunities for advertisers. “We’re giving more […]
Central Bank approved Francine Kallas as Pincred’s controlling shareholder, while antitrust regulator had cleared a deal identifying her brother Lucas as the buyer 10/19/2026 Lucas Kallas — Photo: Gabriel Reis/Valor Brazil’s Central Bank authorized in August businesswoman Francine Kallas to take control of Pintos S.A. (Pincred), a finance company based in the northeastern state of […]