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680 results for “2026”
Brazilian Real Plummets on Political Poll, Renewing Fiscal Health Concerns
Brazil’s currency hit a multi-week low against the dollar after a new poll showed President Lula maintaining a strong lead in the 2026 election.
Brazil Agro Crisis Deepens as Farm Judicial Recovery Filings Surge 33% in Q1
Requests for court-supervised reorganization by Brazilian farmers jumped 33% in Q1 2026, putting R$38 billion in liabilities under stress.
Brazil’s Centrão Declares Neutrality in 2026 Race, Isolating Bolsonaro and Forcing Lula Bargaining
Brazil's powerful Centrão bloc declared strategic neutrality for the 2026 presidential election, a move that cuts off the far-right and maximizes leverage over the next president.
Lula Pushes Congress to Extend E-commerce Import Tax Exemption
Brazil's government is pressing Congress to approve MP 1357/2026 before its September deadline, keeping the 20% import tax exemption on low-value purchases.
Brazil’s Agro Sector Targets 700 New Global Markets to Solidify Position as Food Powerhouse
Brazil's Ministry of Agriculture projects opening 700 new international markets for farm products by year-end 2026, a move aimed at export diversification.
Trucking Giant Vamos’s Record Fleet Use Signals Sustained Demand in Brazil’s Agribusiness and Industry
Brazilian logistics firm Vamos saw Q2 2026 net income rise 21.8%, driven by a record 89% fleet occupation, signaling robust health in the national economy.
Dry Spell in Brazil’s Key Soy Regions Threatens Soil Moisture Ahead of Planting
Seven-day drought in top Brazilian soybean states raises concern over delayed planting for the 2026/2027 crop and subsequent risk to second-crop corn.
Global Investors Pull Billions from Brazil’s Stock Market Over Political and Rate Concerns
Foreign investors withdrew R$ 5.55 billion from the B3 in the first week of August, citing high Selic rates, political risk, and a global shift.
Severe El Niño Forecast Threatens Brazil’s Northeast With Extended Drought, Compromising Agriculture and Water Security
The Northeast region faces severe drought and extreme heat through November due to a strong El Niño, threatening crops, livestock, and power supply.
Natura &Co Profit Plunges 92% on Derivatives Costs and Weak Brazil Performance
Brazilian cosmetics giant Natura &Co reported a 92.1% drop in Q2 2026 net income, driven by derivatives losses and operational struggles in its home market.
Embraer Doubles 2026 Free Cash Flow Forecast to $400 Million on Margin Expansion
Brazilian aerospace giant Embraer has doubled its minimum 2026 free cash flow forecast and raised its EBIT margin target following a record second quarter.
Dry Spell Before Planting Window Threatens Brazilian Soy, Corn Outlook
A pre-season drought in key soy regions like Mato Grosso and Bahia risks delaying 2026/2027 planting, which could severely shorten the window for the crucial safrinha corn crop.
Dry August in Key Brazilian Soybean Hubs Threatens Planting Delay for 2026/27 Crop
Major soybean producers in Mato Grosso, Goiás, and Bahia report zero rain, raising concerns about low soil moisture ahead of the main planting season.
Brazil Candidate's Amnesty Pledge Signals Heightened Political Risk
Presidential candidate Ronaldo Caiado's promise of a broad amnesty for January 8 rioters introduces major institutional risk ahead of Brazil's 2026 election.
Foreign Capital Inflows Surge to Eight-Year High to Back Brazil Real
Brazil records a massive US$17.78 billion foreign capital inflow in the first half of 2026, driven by high interest rates that cushion the Brazilian real.
Super El Niño Forecast Splits Brazil’s Agribusiness, Creating Regional Input Arbitrage
Strong climate forecasts for the 2026/27 crop point to a severe North-South divide in Brazil, triggering a major arbitrage opportunity in agricultural inputs.
Bolsonaro Brand Adopted by Nearly 20 Candidates in Brazil’s General Election Push
At least 17 candidates, mostly from the Liberal Party, have registered to use the 'Bolsonaro' name on ballots for Brazil's 2026 elections.
Brazil Authorizes R$100 Billion Agribusiness Debt Relief, Easing Pressure on Banks
New Provisional Measure 1.376/2026 allows Brazilian rural producers to renegotiate up to R$100 billion in debt, offering relief for banks like BBAS3.
Brazil’s Key Soybean Belt Faces Critical Pre-Season Water Stress as Dry Spell Lingers
Seven days of zero rain in Sorriso, Rio Verde, and Luís Eduardo Magalhães heightens the risk of a delayed start to Brazil’s 2026/27 soybean season.
Record $17.78 Billion Capital Inflow in H1 2026 Provides Structural Floor for Brazilian Real
Brazil logged its largest net foreign capital inflow since 2018, totaling US$17.78 billion, reinforcing investor confidence and strengthening the BRL.
JBS, B3, Embraer Earnings Finalize Brazil's Q2 Picture, Driving Volatility
Brazil's Q2 earnings season concludes this week with reports from JBS, B3, Itaúsa, and Embraer, setting market tone.
Dry Spell in Brazil’s Soybean Belt Raises Crop Risk Ahead of Planting
Seven-day dry spell in key Brazilian soy regions is depleting soil moisture, threatening to delay the crucial 2026/27 planting window.
Presidential Candidate Caiado Promises Amnesty for Jan 8 Convicts, Raising Brazil’s Institutional Risk
PSD candidate Ronaldo Caiado's pledge to grant amnesty to January 8 convicts introduces major political uncertainty.
Rabobank Forecasts 9% Depreciation, Sees Brazilian Real at R$5.55 on Twin Fiscal and Geopolitical Risks
Rabobank forecasts the USD/BRL exchange rate to hit R$5.55 by end-2026, anticipating a 9.0% depreciation driven by fiscal and geopolitical uncertainty.
Brazil’s 3tentos Faces Earnings Test After 21.9% Stock Plunge on Grim Outlook
Brazilian agribusiness 3tentos reports Q2 2026 earnings after stock fell sharply on a warning about compressed industrial margins in its biodiesel division.
Dry August Fuels Pre-Season Anxiety Over Brazil’s 2026/27 Soybean Planting Window
A routine seven-day dry spell in key Brazilian states is raising market anxiety over the timing of the crucial 2026/27 soybean planting start.
Brazil's Central Bank Imposes 24-Hour Lock on Large Crypto Transfers to Stem Fraud
New BCB rule mandates a 24-hour hold on virtual asset transfers over US$10,000 to foreign exchanges or self-custody wallets, creating friction for high-value crypto capital flight.
Caiado Vows January 8th Amnesty as First Act if Elected President, Elevating Brazil Political Risk
PSD presidential candidate Ronaldo Caiado pledged to send an amnesty bill for Jan 8th convicts, injecting high risk into the 2026 election.
Brazil’s Beef Sector Faces Headwinds as 2026 Cattle Slaughter Projected to Fall 5% Amid Export Barriers
A forecast drop in cattle slaughter and new export restrictions create a complex pricing dynamic for Brazilian meatpackers like JBS and Minerva.
Brazil’s Beef Contraction Expected to Fuel Record Growth for Poultry, Pork Producers
Brazil’s cattle cycle reversion, dropping beef output by 3.5% in 2026, is set to accelerate the shift to cheaper proteins, boosting major processors JBS and MBRF.