Minutes focus on weaker activity and credit conditions as markets keep odds of another 25-basis-point reduction alive despite election uncertainty 09/23/2026 Ariane Benedito — Photo: Rogerio Vieira/Valor Despite few changes from its previous communication, the minutes of last week’s meeting of the Central Bank’s Monetary Policy Committee (Copom) reinforced the market’s […]
Embraer and Taurus book hundreds of millions of reais in tariff refunds, while WEG could receive up to R$230m; Suzano seeks reimbursement through U.S. courts 09/23/2026 Embraer booked R$358.6 million in tariff refunds in the second quarter — Photo: Divulgação Tariff refunds boosted second-quarter results at companies with operations in the United […]
Prospect of change in government fuels demand for Brazilian stocks and currency, while strategists warn fiscal risks remain under either candidate 09/22/2026 Brazil’s real outperformed most major currencies as election uncertainty remained in focus — Photo: Daniel Dan/Unsplash Renewed expectations of a change in government after Brazil’s October presidential election boosted risk […]
Meat giant will keep its BDRs trading locally, while JBS S.A. remains able to issue debt to professional investors 09/22/2026 Wesley Batista Filho and Gilberto Tomazoni — Photo: Divulgação/JBS Nearly 20 years after going public in Brazil and just over a year after moving its primary share listing to New York, JBS […]
International retail groups gain market share as Brazilian chains face weaker sales, higher debt, court-supervised restructurings 09/22/2026 Alexandre Bompard, of Carrefour — Photo: Nathan Laine/Bloomberg Large international retail groups are weathering the current retail slowdown better than their Brazilian counterparts, while domestic chains are growing more slowly and increasingly turning to court-supervised […]
Study says agribusiness could supply the industry with ample feedstock 09/16/2026 Biomethane production remains concentrated in developed countries. Emerging economies, however, also have opportunities because of their available feedstock, particularly agricultural and livestock waste, according to a study by Brazilian researchers supported by the Low Carbon Mobility Institute […]
Justice Flávio Dino asks for more time after tense session, potentially pushing decision beyond October election 09/16/2026 Supreme Court justices (from left): Flávio Dino, André Mendonça, Alexandre de Moraes, Dias Toffoli and Gilmar Mendes — Photo: Gustavo Moreno/STF Brazil’s Supreme Federal Court (STF) suspended its session Tuesday (Sept. 15) without reaching […]
Executives at Valor 1000 winners say fiscal adjustment, greater predictability are essential for investment and growth 09/09/2026 Valor 1000 awards ceremony honored leading companies across 28 sectors, with Itaú named Company of the Year — Photo: Felipe Gabriel/Valor Two recurring issues on the corporate agenda have taken on greater urgency. One is the consumption tax overhaul, […]
Partnership will be structured through the Canadian company’s new Brazilian subsidiary 09/09/2026 Canadian mining company Aclara Resources announced Tuesday (8) that it has signed a contractual joint venture agreement with the Japan Organization for Metals and Energy Security (Jogmec) to explore and develop deposits of heavy rare earth elements in ionic clays in Brazil. The partnership will be […]
Six major chains keep lending growth below inflation and provisions broadly stable, but shorter-term arrears are increasing faster than overall delinquencies 09/08/2026 At Centauro, overdue balances rose sharply in the 31-to-60-day range in the first half of 2026 — Photo: Divulgação Brazil’s largest retail chains have kept a tight rein on credit […]