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58 results for “Brazil inflation

Speculators Hold Heavy Net-Long Soybean Bets Amid Weather Risks
PROMarketsJul 24

Speculators Hold Heavy Net-Long Soybean Bets Amid Weather Risks

Large speculators maintain highly bullish positioning in mini soybean futures, signaling strong market conviction as critical August weather risks approach.

IMF Article IV Warns of Brazil Inflation Risks Despite Oil Cushion
MarketsJul 24

IMF Article IV Warns of Brazil Inflation Risks Despite Oil Cushion

The IMF's 2026 Article IV consultation projects 2.4% GDP growth for Brazil, but warns geopolitical tensions could push inflation to 5.6% by year-end.

New US Tariffs and Rising Fiscal Inflation Cap Brazilian Real
CurrenciesJul 23

New US Tariffs and Rising Fiscal Inflation Cap Brazilian Real

A new 25% US tariff on Brazilian imports and rising domestic inflation forecasts to 5.1% limit the Brazilian real's upside, keeping USD/BRL under pressure.

Brazil Central Bank Resolution 575 to Lower USD/BRL Hedging Costs
PROCurrenciesJul 23

Brazil Central Bank Resolution 575 to Lower USD/BRL Hedging Costs

Taking effect October 1, 2026, BCB Resolution 575 will allow multinational firms to hold USD accounts in Brazil, bypassing costly FX conversion fees.

Brazil 10-Year Bond Yields Rise Above 14.75% on Fiscal Worries
PROMarketsJul 23

Brazil 10-Year Bond Yields Rise Above 14.75% on Fiscal Worries

Brazil's 10-year government bond yield topped 14.75% in late July 2026 as rising budget deficits and energy inflation keep pressure on the central bank.

BRL Rebounds to Seven-Week High on Carry Trade Interest
CurrenciesJul 23

BRL Rebounds to Seven-Week High on Carry Trade Interest

The Brazilian real strengthened to 5.05 per USD, shrugging off new 25% US tariffs as high domestic interest rates fuel carry trade demand.

US Terrorist Designations of PCC and CV Trigger Bank Risks
PROPoliticsJul 23

US Terrorist Designations of PCC and CV Trigger Bank Risks

The U.S. designation of Brazil's PCC and CV as Foreign Terrorist Organizations exposes dollar-clearing banks to severe material-support compliance risks.

Brazil Hikes 2026 Inflation Forecast to 5.1%, Threatening Rate Cuts
CurrenciesJul 22

Brazil Hikes 2026 Inflation Forecast to 5.1%, Threatening Rate Cuts

Brazil's Finance Ministry raised its 2026 inflation forecast to 5.1%, exceeding the central bank's target ceiling and threatening to stall the Selic rate-cut cycle.

Lula Widens Lead Over Flavio Bolsonaro Amid US Trade Dispute
PoliticsJul 21

Lula Widens Lead Over Flavio Bolsonaro Amid US Trade Dispute

A July 2026 Quaest poll shows Lula leading Flavio Bolsonaro 45% to 37%, reducing political transition risks for investors in Brazil ETFs and B3 stocks.

BRL Supported by Record H1 Inflows Despite Inflation Pressures
CurrenciesJul 21

BRL Supported by Record H1 Inflows Despite Inflation Pressures

Brazil's real is cushioned by $17.78 billion in H1 foreign exchange inflows and high Selic rates, even as the 2026 inflation forecast rises to 5.1%.

Brazil Hikes 2026 Inflation Forecast to 5.1%, Pressuring Selic and BRL
CurrenciesJul 20

Brazil Hikes 2026 Inflation Forecast to 5.1%, Pressuring Selic and BRL

Brazil's Finance Ministry raised its 2026 inflation forecast to 5.1% from 4.5%, signaling persistent fiscal strain and a prolonged restrictive Selic rate.

Brazil Inflation IPCA Forecast Edges Down in Focus Bulletin
MarketsJul 20

Brazil Inflation IPCA Forecast Edges Down in Focus Bulletin

Brazil's 2026 IPCA inflation forecast fell to 5.15%, marking its third straight weekly decline, while the year-end Selic rate projection held at 14.00%.

Oil Prices Surge Past $88 on US-Iran Conflict Escalation
MarketsJul 20

Oil Prices Surge Past $88 on US-Iran Conflict Escalation

Brent crude jumps 4.63% to $88.13 amid US-Iran military clashes, injecting volatility into Petrobras pricing and fueling Brazil inflation worries.

Brazil Big Tech Decrees Take Effect, Raising Regulatory Risks
PROPoliticsJul 20

Brazil Big Tech Decrees Take Effect, Raising Regulatory Risks

Decree 12.975/26 overhauls Brazil's Marco Civil da Internet, stripping platform liability protections and boosting compliance costs for global tech firms.

Brazil Hikes Inflation Forecast to 5.1%, Pressuring BRL Outlook
CurrenciesJul 17

Brazil Hikes Inflation Forecast to 5.1%, Pressuring BRL Outlook

Brazil's Finance Ministry raised its 2026 inflation forecast to 5.1%, pushing consumer prices further above target and prompting banks to forecast a weaker Real.

High Selic Projections Squeeze Brazilian Small Caps
Small CapsJul 17

High Selic Projections Squeeze Brazilian Small Caps

Rising inflation expectations have pushed Brazil's year-end Selic rate forecasts to 13%-14%, pressuring debt-sensitive domestic small caps.

Brazilian Real Hits Strongest Level in Over Three Weeks Near 5.09
CurrenciesJul 16

Brazilian Real Hits Strongest Level in Over Three Weeks Near 5.09

The Brazilian Real strengthened past 5.11 to 5.09 per USD on July 16, 2026, driven by a cooling domestic inflation print and a softening US dollar.

Brazil Hikes 2026 Inflation Forecast to 5.1%, Squeezing Real
CurrenciesJul 16

Brazil Hikes 2026 Inflation Forecast to 5.1%, Squeezing Real

Brazil's Finance Ministry raised its 2026 inflation forecast to 5.1%, threatening the real's yield advantage and putting pressure on the central bank.

Brazilian Real Rebounds to 3-Week High as June Inflation Eases
CurrenciesJul 14

Brazilian Real Rebounds to 3-Week High as June Inflation Eases

The Brazilian Real strengthens to 5.11 per USD as June annual inflation cools to 4.64%, supporting the central bank's recent monetary policy decisions.

July 10 IPCA Print Set to Test BRL as Inflation Creeps Higher
CurrenciesJul 07

July 10 IPCA Print Set to Test BRL as Inflation Creeps Higher

Brazil's upcoming June IPCA inflation data on July 10 will test the BRL as annual inflation remains above the central bank's 4.5% upper tolerance limit.

BRL Volatility Looms as Market Braces for July 10 IPCA Print
CurrenciesJul 07

BRL Volatility Looms as Market Braces for July 10 IPCA Print

Brazil's upcoming IPCA inflation report on July 10 will test the market as economists navigate high Selic expectations and a 5.30% inflation forecast.

Brazil Inflation Revision Puts Floor Under USD/BRL Near 5.16
CurrenciesJul 03

Brazil Inflation Revision Puts Floor Under USD/BRL Near 5.16

Brazil's plans to raise its 2026 inflation forecast keep the Selic rate outlook restrictive, anchoring the USD/BRL exchange rate near key support.

Gas Subsidy Cut Threatens Brazil Consumer Small Caps
Small CapsJul 02

Gas Subsidy Cut Threatens Brazil Consumer Small Caps

Brazil's plan to reverse its R$ 0.44 gasoline subsidy next week stokes inflation fears, threatening highly leveraged consumer discretionary small caps.

BRL Under Pressure as Brazil Warns Inflation Will Breach Target
CurrenciesJul 02

BRL Under Pressure as Brazil Warns Inflation Will Breach Target

The Brazilian Real faces downside pressure as the central bank raises its 2026 inflation forecast to 5.2%, well above the official 4.5% target ceiling.

Capital Flight Caps BRL Gains as High US Yields Pressure IBOV
CurrenciesJul 01

Capital Flight Caps BRL Gains as High US Yields Pressure IBOV

Persistent foreign capital outflows and rising domestic inflation limit the Brazilian Real's recovery, dragging the Ibovespa down 8.2% in Q2 2026.

Brazil Real Under Pressure as Copom Easing Collides with Inflation
CurrenciesJun 30

Brazil Real Under Pressure as Copom Easing Collides with Inflation

The Brazilian Real faces volatility as the central bank cuts rates to 14.25% while Focus Survey 2026 inflation expectations climb to 5.3%.

USD/BRL Nears 5.17 as Copom Signals 2028 Inflation Horizon
CurrenciesJun 29

USD/BRL Nears 5.17 as Copom Signals 2028 Inflation Horizon

The Central Bank of Brazil's shift toward a 2028 inflation convergence horizon to justify Selic cuts has narrowed the carry-trade yield differential, weakening the Real.

Ibovespa Surges 2.95% on Soft Mid-Month Inflation
InvestingJun 29

Ibovespa Surges 2.95% on Soft Mid-Month Inflation

Brazil's Ibovespa index rallied 2.95% in the week ending June 26, 2026, nearing a full June recovery after cooler-than-expected IPCA-15 inflation data.