Change would deal further blow to credit market already grappling with restructuring cases, says Evandro Buccini 07/13/2026 The National Treasury’s push to revisit the tax treatment of tax-exempt securities comes at a particularly delicate moment for the credit market, and stands to hurt a segment already facing greater caution from banks and […]
Bank estimates a 0.84-percentage-point impact on inflation in its baseline scenario but warns the effect could double to 1.68 percentage points 07/07/2026 Morgan Stanley economists are increasingly concerned about the potential impact of El Niño on Brazil’s economy, particularly on inflation. The U.S. bank’s baseline scenario assumes a moderate climate pattern but already […]
Lula administration says punitive trade measures would cause unnecessary economic damage and warns against unilateral actions 07/07/2026 President Luiz Inácio Lula da Silva’s administration filed on Monday (6) a response to the findings of an investigation conducted by the Office of the United States Trade Representative (USTR) under Section 301. In […]
Deal spans Australia, South Africa, Brazil, including stakes in MRN, Alumar, with synergies estimated at $900m 07/06/2026 Alcoa announced on Tuesday (30) a final agreement to acquire South32’s interests in bauxite, alumina, and aluminum assets for approximately $4.1 billion in a cash-and-stock transaction. The deal covers operations in Australia, South Africa, and Brazil—including stakes […]
Even with crude below policymakers’ forecasts, markets see rates staying high amid fiscal concerns and unanchored expectations 07/06/2026 The sharp drop in international oil prices, now hovering near levels seen before the start of the war in Iran, may not translate into much more room for monetary easing. Across the interest-rate market, […]
NEWSLETTER June 2026 06/01/2026 BANKS, PIX FACE RISKS FROM U.S. MOVE AGAINST GANGS Designation of PCC and CV as terrorist groups could reshape compliance rules, expose Brazilian companies to scrutiny, and add strain to bilateral ties The U.S. decision to classify criminal factions Primeiro Comando da Capital (PCC) and Comando Vermelho […]
New tool could reshape payments between large companies and suppliers, expanding access to receivables financing 06/29/2026 A group of large companies from different sectors, including Petrobras and Stellantis, is expected to soon begin using so-called book-entry trade receivables, the digital version of Brazil’s traditional “duplicatas” used to formalize credit sales and services. The start of […]
Slower buying raises concerns over input supply, credit access and the size of Brazil’s next grain harvest 06/29/2026 The wait for potential government measures to support indebted farmers has led many producers to postpone purchases of some inputs for the 2026/27 crop, weighing on business for resellers and manufacturers. The uncertainty has deepened […]
B3 stock exchange plans same-day depositary receipts for future U.S. tech listings, including OpenAI and Anthropic 06/29/2026 Elon Musk’s SpaceX initial public offering became a worldwide sensation. The record IPO, which raised $86 billion, drew the attention of millions of investors, including in Brazil. On the first day of trading, when the stock […]