Oil prices, U.S. monetary policy add to domestic inflation risks, including El Niño effects on food prices, potential labor cost increases 11/02/2026 Basiliki Litvac, of XP — Photo: Keiny Andrade/Valor The international environment is emerging as a source of concern for Brazil’s efforts to control inflation in the short and medium […]
Brazil’s agricultural attaché in Beijing urges stricter export monitoring; lack of full traceability poses challenges for the supply chain 11/02/2026 China is stepping up controls on pesticide and veterinary drug residues in imported agricultural products. Amid repeated notifications and shipment rejections involving suppliers from around the world, Brazil’s agricultural attaché in […]
Large chains are expanding vaccination and consultation rooms to build loyalty and increase visits and spending 11/02/2026 Luiz Guanais — Photo: Divulgação Large pharmacy chains are expanding vaccination and pharmacist consultation rooms to build customer loyalty and differentiate their physical stores as medication sales grow through apps and e-commerce platforms. Although […]
10/06/2026 FOOD PRICES LEAVE BRAZILIANS FEELING POORER DESPITE ECONOMIC GAINS Groceries have risen 60.8% since the pandemic, far outpacing overall inflation and helping explain voter unease Brazilian grocery bills have risen far faster than overall inflation since the pandemic, helping explain why many consumers remain dissatisfied with the economy despite record […]
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 […]