Lawsuit cites irregular capital increases, links to distressed asset deals under investigation 04/22/2026 Messages sent by Paulo Henrique Costa, former president of Banco de Brasília (BRB), indicate he may have acted improperly to benefit Daniel Vorcaro’s Banco Master by allowing capital increases that enabled the purchase of loan portfolios from the bank. The conclusion is part […]
High rates, war and a growing number of corporate restructurings are making investors more cautious, leading firms to shelve fixed-income offerings 04/22/2026 Brazilian companies are postponing local bond deals, including financial bills and debentures, as investors grow more risk-averse. Concerns that interest rates will remain high for longer, combined with global inflation […]
Higher oil prices may lift exporters’ results, but companies tied to domestic economy face weaker consumption, high borrowing costs and mounting inflation pressure 04/22/2026 Brazil’s first-quarter earnings season, which will gather pace in the coming weeks, is set to be shaped heavily by local and global macroeconomic forces, as still-high interest rates […]
Wave of balance-sheet warnings reflects tighter liquidity and mounting debt pressures 04/16/2026 Retailer Marisa is one of the companies dealing with financial strain for some time — Photo: Divulgação The financial troubles facing a group of listed companies have triggered an unprecedented wave of warnings in financial statements, often issued by management itself, pointing to […]
National Treasury’s record issuance and Minerva sale signal reopening, but investors remain selective amid global volatility 04/16/2026 Brazil’s National Treasury returned to the European bond market with a €5 billion issuance, the largest in its history. Despite market volatility tied to the war in Iran, the transaction drew nearly €16 billion in demand and attracted […]
Judge rejects federal appeal, leaving injunction in place for five oil companies until a full appellate panel rules on the case 04/10/2026 A federal appellate judge in Brazil has rejected the federal government’s request and upheld a preliminary injunction suspending collection of the oil export tax for five oil companies operating in the […]
Container freight from Brazil to Mediterranean-Middle East route jumps 67% in April from March levels as conflict tied to Iran disrupts capacity and raises costs 04/10/2026 Brazil’s ocean export freight rates surged in April amid uncertainty over the future of the war involving Iran. Data from Solve Shipping show that prices for container exports from […]
Weaker demand may create surplus of Brazilian beef 04/09/2026 The expected filling of Brazil’s beef export quota to China by midyear, combined with a growing supply of feedlot cattle ready for slaughter, is likely to push cattle prices lower in the second half, JBS CEO Gilberto Tomazoni said on Tuesday. A potential drop […]
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 […]