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 […]