MARKETS

US large speculators held a net-long position of 273,424 soybean futures contracts, a sentiment that translates to higher price expectations for Brazil’s record crop.

MARKETS

Overview

Latest News

Large Speculators Take Significant Net-Long Bet on Soybeans, Impacting Brazil’s Agricultural Outlook

Speculators Bet Big on Rising Soy Prices in Chicago, Benefiting Brazil’s Agribusiness

Renault and Geely Boost Brazil EV Investment to R$5.8 Billion, Confirming Local Hybrid Production

Speculators Place Massive Bullish Bet on Soybeans, Highlighting Risk for Brazil Agribusiness

Institutional Conflict Over Supreme Court Justice Deepens Brazil’s 2026 Election Polarization

Speculators Hold Large Net-Long Position in Soybeans, Signaling Optimism for Global Price That Impacts Brazilian Agriculture

Correction: Our September 15, 2026 at 15:28 UTC Soybean Positioning Report

BlackRock Launches Tax-Efficient ETF for Coupon-Bearing Brazilian Government Bonds

Correction: Our September 15, 2026 Soybean Positioning Report

Brazil’s Antitrust Body Clears Batista Brothers’ Acquisition of Strategic Missile Manufacturer Avibras

Global Squeeze: 5% US Treasury Yields Constrain Brazil’s Central Bank and Pressure the Real

Speculators Hold Extreme Net-Long Bet on Soybean Meal, Signaling High Conviction and Price Risk

BlackRock Confirms Plan to Launch Local Fixed-Income ETFs in Brazil

Brazil’s Election Dead-Heat Coincides With Deepening Judicial Crisis and Agro-Energy Shocks

Correction: Our September 14, 2026 at 21:38 UTC Soybean Positioning Report

Saudi Pipeline Attack Pushes Oil Past $108, Straining Brazilian Banks

Brazil Finance Minister Blames STF Instability and 'Fiscal Prejudice' for Economic Headwinds

Correction: Our September 14, 2026 Soybean Positioning Report

Brazil’s Finance Minister Ties 2027 Rate Cuts Directly to Fiscal Discipline

Brazil’s Ferrogrão Railway Moves Toward Tender Despite R$33 Billion Cost and Public Fund Debate

Exchange Challenger A5X Raises R$360 Million from Goldman Sachs and Morgan Stanley to Take on B3 Monopoly

Brazil Real Hits R$5.16 as Deepening Political Instability Fuels Investor Anxiety

STF Justice Dino Lifts Secrecy on Graft Probe, Alleges Bolsonaro Biopic Funding Link to Federal Deputy Frias and PCC

Correction: Our September 13, 2026 at 15:37 UTC Soybean Positioning Report

Political Risk Skyrockets as Outsider Augusto Cury Enters Statistical Tie with Lula and Bolsonaro

Lula Labels Fiscal Surplus 'Nonsense,' Undermining Brazil's Budget Credibility

Federal Police Detail R$7 Billion Fraud Scheme Involving Banco Master and State-Owned BRB

Unsealed Evidence Against Bolsonaro Challenger Flávio Deepens Brazil’s Judicial and Election Crisis

Lula Escalates Fiscal Risk, Dismissing Primary Surplus as 'Nonsense'

Brazil’s Ferrogrão Rail Project Advances After Removing R$3.5 Billion Public Subsidy