Search

74 results for “Copom decision

Storms Damage São Paulo Cane and Soy; Abag Warns of Supply Impact
AgroJul 28

Storms Damage São Paulo Cane and Soy; Abag Warns of Supply Impact

Severe storms in São Paulo and heavy rains in Rio Grande do Sul spark supply concerns, impacting sugar and corn futures as Abag calls for urgent infrastructure investments.

Narrowing Selic-Fed Spread Limits BRL Carry Trade Appeal
CurrenciesJul 28

Narrowing Selic-Fed Spread Limits BRL Carry Trade Appeal

As Brazil's Copom cuts the Selic rate to 14.25% and the Fed remains restrictive, Rabobank targets a weaker USD/BRL of 5.35 by end-2026.

Lula Reform Bills Delayed Until Post-Election Amid Senate Gridlock
PoliticsJul 28

Lula Reform Bills Delayed Until Post-Election Amid Senate Gridlock

The Lula administration faces legislative delays on key bills, including the PEC 6x1, as Senate gridlock and election campaigns stall the congressional agenda.

Lula Senate Support Halves, Threatening Brazil Fiscal Reforms
PROPoliticsJul 28

Lula Senate Support Halves, Threatening Brazil Fiscal Reforms

Support for Lula's agenda in the Senate plummeted from 75% to 38.5%, elevating political risk and threatening fiscal reforms.

Lula Senate Support Halves, Threatening Brazil Fiscal Agenda
PoliticsJul 28

Lula Senate Support Halves, Threatening Brazil Fiscal Agenda

President Lula's Senate support fell from 75% to 38.5%, raising political risks for Brazil's fiscal reforms and weighing on the Ibovespa and Brazilian real.

Brazil Stock Market Today: Fiscal Risks Cloud Inflation Relief
MarketsJul 28

Brazil Stock Market Today: Fiscal Risks Cloud Inflation Relief

Brazil's Ibovespa rises despite warnings from FGV that a doubling fiscal impulse threatens the Copom rate-cut outlook, creating a mixed backdrop for EWZ.

Brazilian Real Slides Past R$ 5.11 as Global Risks Rise
CurrenciesJul 28

Brazilian Real Slides Past R$ 5.11 as Global Risks Rise

The Brazilian real fell to R$ 5.11 against the US dollar amid a lack of support from global oil prices and cautious international market sentiment.

Brazilian Real Holds Near 5.11 Despite US Tariff Headwinds
CurrenciesJul 28

Brazilian Real Holds Near 5.11 Despite US Tariff Headwinds

The Brazilian Real hovers near 5.11 as Middle East geopolitical relief offsets new 25% US tariffs ahead of the upcoming hawkish FOMC hold.

Brazilian Real Gains on Carry Trade Appeal Amid High Selic Rate
CurrenciesJul 28

Brazilian Real Gains on Carry Trade Appeal Amid High Selic Rate

The Brazilian real hits a seven-week high of 5.06 per USD as investors chase lucrative carry trades driven by Brazil's restrictive 14.25% Selic rate.

Lula Congressional Support Halves, Escalating Brazil Fiscal Risks
PoliticsJul 28

Lula Congressional Support Halves, Escalating Brazil Fiscal Risks

Brazil's Senate support for President Lula's priority bills has plummeted to 38.5%, fueling investor concern over fiscal gridlock and USD/BRL volatility.

Brazil Files WTO Case Against US Tariffs as Trade Row Escalates
PROAgroJul 28

Brazil Files WTO Case Against US Tariffs as Trade Row Escalates

Brazil has requested WTO consultations over US Section 301 tariffs, introducing fresh risk for B3 stocks, the EWZ ETF, and the USD/BRL exchange rate.

Habib's Owner Obtains Debt Shielding Amid Retail Credit Strain
MarketsJul 24

Habib's Owner Obtains Debt Shielding Amid Retail Credit Strain

Grupo Gennius Brasil, owner of Habib's, secures a 60-day court shield to renegotiate R$ 312.4M in debt, highlighting retail credit distress in Brazil.

Brazil Election Nominations Begin, Fueling Market Volatility
PoliticsJul 24

Brazil Election Nominations Begin, Fueling Market Volatility

Brazil's official candidate nomination window has opened, signaling a period of intense political polarization and fiscal uncertainty for global investors.

Brazil Deploys BRL 18.5B Plan to Shield Exporters from US Tariffs
CurrenciesJul 24

Brazil Deploys BRL 18.5B Plan to Shield Exporters from US Tariffs

Brazil launches Sovereign Brazil Plan Phase 3 with BRL 18.5B to support exporters and stabilize the real after the US implements 25% import tariffs.

Brazilian Real Hits 7-Week High on Middle East Energy Carry Trade
CurrenciesJul 24

Brazilian Real Hits 7-Week High on Middle East Energy Carry Trade

The USD/BRL drops to 5.07 as escalating Middle East tensions drive global oil buyers to Brazil, boosting the Real alongside its high 14.25% Selic rate.

Fiscal 'Last Mile' Push: Why Durigan's Budget Defense Matters
Small CapsJul 24

Fiscal 'Last Mile' Push: Why Durigan's Budget Defense Matters

Finance Minister Dario Durigan defends the final stretch of fiscal adjustments to stabilize Brazil's debt, offering a potential catalyst for small-cap stocks.

IMF Warns Brazil on Spending Rigidity as 2026 Deficit Rises
PoliticsJul 24

IMF Warns Brazil on Spending Rigidity as 2026 Deficit Rises

The IMF's Article IV consultation warns Brazil over structural spending rigidities and rising debt, highlighting risks for the Brazil ETF and local markets.

Middle East Escalation Caps Brazilian Real Gains Near 5.07
CurrenciesJul 24

Middle East Escalation Caps Brazilian Real Gains Near 5.07

High global energy prices and safe-haven demand bolster the US dollar, capping the Brazilian real's appreciation potential despite high domestic yields.

BRL Holds Steady Near 5.08 as Lula Launches BRL 18.5B Exporter Shield
CurrenciesJul 24

BRL Holds Steady Near 5.08 as Lula Launches BRL 18.5B Exporter Shield

The Brazilian real stabilized near 5.08 per USD as President Lula unveiled an 18.5 billion reais exporter shield to counter new 25% US tariffs.

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.

USD/BRL Technical Rebound Faces Heavy Resistance as Bears Dominate
CurrenciesJul 24

USD/BRL Technical Rebound Faces Heavy Resistance as Bears Dominate

The USD/BRL currency pair meets heavy moving average resistance near 5.09, keeping the bearish trend intact as Brazil's high Selic rate supports the real.

Brazilian Real Outperforms Global Peers on Surging Energy Demand
CurrenciesJul 24

Brazilian Real Outperforms Global Peers on Surging Energy Demand

The Brazilian real decouples from emerging market trends as rising crude exports to China and global energy demand bolster the country's trade balance.

USD BRL Drops to 5.06 as Carry Trade and FX Inflows Boost Real
CurrenciesJul 23

USD BRL Drops to 5.06 as Carry Trade and FX Inflows Boost Real

The Brazilian Real hits a seven-week high of 5.06 per USD, driven by a 14.25% Selic rate and the strongest first-half FX inflows since 2018.

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.

Brazilian Real Rallies to 5.05/USD on Record H1 Inflows
CurrenciesJul 23

Brazilian Real Rallies to 5.05/USD on Record H1 Inflows

Brazil’s currency gains 3% over the past month as a massive $42.4 billion trade surplus and high interest rates shield the Real from global volatility.

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.

Régis Bittencourt Highway Auction Draws Three Major Bidders
Small CapsJul 23

Régis Bittencourt Highway Auction Draws Three Major Bidders

Arteris, EPR, and Motiva (formerly CCR) submit bids for the BR-116 Régis Bittencourt concession, testing Brazil's new contract optimization model.

US Tariffs on Brazil Shift Focus to October 2026 Election
PoliticsJul 23

US Tariffs on Brazil Shift Focus to October 2026 Election

US 25% tariffs on Brazilian goods take effect, altering the political landscape ahead of Brazil's October 2026 presidential election.

US-Brazil Trade War Escalates: 25% Tariffs Hit B3 Stocks
PoliticsJul 23

US-Brazil Trade War Escalates: 25% Tariffs Hit B3 Stocks

US imposes 25% tariffs on $7.4B of Brazilian exports over Pix dispute; President Lula counters with an R$18.5B credit line, rattling the USD/BRL.