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721 results for “ONS”
Brazil Locks INSS Payroll Loan Cap at 1.85% Until Selic Hits 10.5%
Decision stabilizes credit margins for major Brazil banks like Itaú and Bradesco, tying future rate cuts to aggressive BCB easing.
Dry Spell Threatens Brazil’s 2026/27 Soybean Planting, Bolstering Global Prices
Key Brazilian soybean regions report a week of no rain, raising crop-stress risk and bullish pressure on global soybean futures.
Brazil’s TSE/AGU AI Rules Create Critical Compliance Risk for Digital Platforms Ahead of 2026 Vote
Brazil's TSE and AGU partnered to issue AI guidelines, making content identification mandatory and increasing legal risk for platforms.
Pague Menos Posts Record 6.5% EBITDA Margin and Cuts Financial Leverage to 1.8x in Q2 2026
Pague Menos (PGMN3) reported a record 6.5% Adjusted EBITDA margin, driving net income up 22.2% in Q2, while leverage dropped for the 12th consecutive quarter.
China Snaps Up 1 Million Tons of US Soy, Pressuring Brazil Premium and Trade Flow
Chinese state buyers seized on a 5.2% CBOT drop to purchase 1M tons of US soy, intensifying competition for Brazil.
Brazil Tax Reform Mandate Takes Effect, E-Invoice Compliance Threatens Large-Cap Operations
Mandatory inclusion of CBS/IBS fields on electronic invoices begins for Brazilian large-caps, introducing an immediate operational risk.
Lula’s R$283.2 Billion Stimulus Package Signals Fiscal Risk as Credit Programs See Low Uptake
Brazil's R$283.2B package for the election year, heavy on off-budget credit lines, faces high fiscal risk and low effectiveness amid consumer debt.
Brazil Center-South Sugarcane Crop Forecast Jumps to 641 Million Tons, Driving Record Ethanol Shift
Near-record Brazil sugarcane volume creates capacity for producers to pivot toward high-priced ethanol, maximizing returns.
Dry Spell in Key Brazil Soybean Belt Threatens 2026/27 Planting Start, Lifting CBOT Futures
Seven consecutive dry days in top producing regions Sorriso-MT and Rio Verde-GO risks delaying the start of Brazil’s main soybean planting season.
Lula’s Record Veto Rejections Force Executive to STF, Heightening Brazil Political Risk
President Lula's record defeat rate on vetoes in Congress forces a systematic turn to the STF, increasing regulatory uncertainty for investors.
STF Resumes Sessions, Expected to Resolve Long-Pending Funrural Agro Tax Liability
Brazil's Supreme Federal Court is set to conclude the ADI 4395 ruling, potentially unfreezing billions in agro tax cases.
Dry Spell in Brazil's Top Soy Regions Threatens Delayed Planting for 2026/27 Crop
Major Brazilian soybean areas are entering the planting window with critical soil moisture deficits after 7 dry days.
Usiminas 2Q26 Earnings Beat Overshadowed by Non-Recurring Gains and Sharp Cost Pressure
Brazilian steelmaker Usiminas (USIM5) reported adjusted Q2 EBITDA above expectations, but investors reacted negatively due to inflation from one-off gains and a 14% jump in cash costs.
STF Resumes Session to Conclude Funrural Tax Judgment, Bringing Fiscal Certainty to Agribusiness
The Supreme Federal Court (STF) resumed sessions today to conclude the judgment on the controversial Funrural tax, a key fiscal issue for Brazil’s agricultural sector.
Dry Spell in Key Brazilian States Raises Soybean Crop Risk Ahead of Planting Season
Seven-day drought in MT, GO, and BA soybean regions adds weather risk premium to global supply outlook.
COPOM Poised to Deliver Fourth Consecutive Selic Rate Cut to 14.0%
Brazil's Central Bank is expected to cut the Selic rate by 25 bps on Wednesday, improving the outlook for interest-sensitive stocks.
COPOM Begins Meeting with Selic Rate Cut Expected, But Global Tensions Elevate Risk of a Hold
Brazil's Central Bank begins its two-day Selic rate meeting, with a 25 basis point cut favored but external risks suggesting a potential hold at 14.25%.
Dry Spell in Key Brazilian Soy Regions Raises Soil Moisture Risk for 2026/27 Soybean Crop
Seven consecutive dry days in Mato Grosso and Goiás raise water stress risk for pre-planting soil moisture.
Brazil’s Treasury to Shut Down Retail Bond App, Funneling Millions of Users to Financial Institution Platforms
Brazil's National Treasury is deactivating the Tesouro Direto mobile app on August 17, 2026, forcing investors to use broker platforms, a structural tailwind for custody agents like XP and BTG Pactual (BPAC11).
Brazil Weighs WTO Challenge Over EU’s Looming $1.8 Billion Meat Import Ban
Brazil is considering a WTO dispute to challenge the EU’s September 3 ban on Brazilian meat over antimicrobial control, risking major market disruption for exporters like JBS and Minerva.
BRL Rally Reverses on Geopolitical Jitters as Dovish Fed Outlook Fades
The Brazilian Real's nearly 1% gain against the U.S. Dollar is already retreating, vulnerable to Middle East tensions and a hawkish Fed repricing.
Mortgage FII EXES11 Sustains 17.27% Dividend Yield Track Record on High-Spread Operations
EXES11, a Brazilian Mortgage FII, reported a consistent R$0.13/share distribution for June, resulting in a 17.27% annualized yield.
Large Speculators Hold Massive Net-Long Soybean Position, Creating Volatility Risk
Aggressive net-long positions in CBOT soybean futures by non-commercial traders present a high-volatility risk, even as Brazil forecasts record production.
Brazil Small-Cap Retail Stocks Face Q2 Earnings Headwind from Household Debt, Betting Boom
Analysts flag consumption sector stocks like VIVA3 and BHIA3 for severe risk in 2Q26 earnings due to diminished household disposable income.
Brazil’s EqSeed Expands Beyond Crowdfunding into Credit and Education to Build Ecosystem for Capital Access
Leading Brazilian equity crowdfunding platform EqSeed launched an education vertical, EqSeed Academy, following an earlier move into credit operations.
Drought Threatens Soil Moisture for 2026/27 Brazil Soybean Planting in Key Regions
Prolonged dry spell in Brazil’s Cerrado is raising concerns for the upcoming soybean planting season, lifting CBOT futures.
Vale (VALE3) Q2 Earnings Today: Focus Shifts from Record Production to Cost Control for US$4 Billion EBITDA Target
Brazilian mining giant Vale reports 2Q26 results today; market eyes cost management to determine if EBITDA hits US$4B consensus.
Speculators Boost Soybean Net-Long Position to Multi-Month High, Signaling Continued Agro Strength
Large non-commercial traders in soybean futures hold extreme net-long positions, pointing to sustained bullish conviction.
R$1.3 Billion El Niño Response Confirms Sectoral Shift; Utilities Poised to Gain as Logistics Face Risk
Brazil's R$1.3 billion El Niño package signals systemic risk; investors bet on utilities like EGIE3 but short logistics and food retail.
Ibovespa Falls 1.52% as Hot US PCE Print Fuels Global Risk-Off Sentiment
Brazil's Ibovespa and Brazilian Real weaken as surprisingly high US inflation data shifts Fed rate expectations.