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 […]
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 […]