Projections point to closer ties with China, potential delays in investment 04/10/2025 The Trump administration’s surprise decision to impose new tariffs on Chinese imports has split Brazilian analysts over the potential fallout for Brazil’s economy. Experts interviewed by Valor expect continued headwinds for sectors like steel and aluminum—particularly if the 25% tariffs remain in place, well above the general […]
CitrusBr says cost to Brazilian exporters could rise 80% 04/08/2025 The tariff hike announced by U.S. President Donald Trump is expected to cost Brazilian orange juice exporters more than half a billion reais. According to CitrusBR, which represents exporters Cutrale, Citrosuco, and Louis Dreyfus, the new 10% tariff on the commodity could add $100 million […]
Ibovespa falls sharply, real weakens to R$5.91 per dollar amid global sell-off 04/08/2025 A surge in global market volatility led to broad losses in Brazilian assets on Monday (7), following renewed trade tensions between the United States and China. A threat by U.S. President Donald Trump to impose an additional 50% tariff on Chinese products hit […]
Economist sees unprecedented shock increasing global uncertainties with repercussions in Brazil 04/07/2025 Santander Asset Management has adopted a defensive stance on global assets and is taking a tactical approach to domestic markets amid heightened uncertainty prompted by the “unprecedented shock” from the sweeping tariff hike announced by the United States, said Chief Economist and Strategist Eduardo Jarra. In […]
If prices remain low, country will earn less from top export while Petrobras gets room to lower fuel prices 04/07/2025 The decision by the Organization of the Petroleum Exporting Countries and its allies (OPEC+) to increase oil production starting in May by a larger-than-expected volume has surprised the market, worrying oil companies and adding further […]
Despite lower U.S. tariffs, Lula administration warns of global risks 04/07/2025 Members of the Lula administration say there is no reason to celebrate Brazil’s inclusion in the lowest tariff tier under the sweeping measures announced last Wednesday (2) by U.S. President Donald Trump. While Brazil secured a “comparative advantage” with lower rates, officials warn the move could […]
After pushback on poor poll numbers, communications minister defends strategy and insists all ministers must take responsibility 04/04/2025 Brazil’s minister of Social Communication, Sidônio Palmeira, said on Thursday that all cabinet ministers bear responsibility for President Lula’s low approval ratings, as indicated by recent opinion polls. He was asked about the matter following an event organized by the […]
Industry fears an influx of low-cost imports and pressure on local jobs and production as Chinese sellers seek new markets 04/04/2025 Brazilian retailers and consumer goods manufacturers are expressing concerns about the potential impact of the U.S. government’s recent decision to impose higher tariffs on certain Chinese products, according to industry representatives. As of May 2, items […]
Economists see inflation closer to 5% than 5.5%; Treasury yields fall 04/04/2025 The sweeping global tariffs announced on Wednesday (2) by U.S. President Donald Trump—on what he dubbed “Liberation Day”—may create downward pressure on Brazil’s inflation outlook for this year. Economists now see inflation numbers hovering around 5%, rather than above 5.5%. The median projection in the Central […]
Business Confidence Index falls 0.6 points in March to 94 points, lowest level since November 04/02/2025 The impact of rising interest rates drove the decline of the Business Confidence Index (ICE) in March. The index fell by 0.6 points last month to 94 points, its lowest level since November 2023, due to a sharp drop […]