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586 results for “ewz”
Hawkish Fed Outlook Looms as Dominant External Risk to Brazilian Real
A stronger U.S. Dollar driven by a hawkish Federal Reserve threatens BRL depreciation and upward pressure on local interest rate futures.
Brazil’s Export Map Reorients as US Tariffs Drive Trade Diversion to Asia, EU
One year after the US 'tarifaço,' Brazilian exporters are successfully pivoting to Asian and European markets, reshaping trade flows.
Speculators Hold Extreme Net-Long Position in Soybean Futures
Large speculators are net-long 123,705 contracts in soybean futures, signaling strong bullish conviction.
Brazil Crypto Hold Proposal Threatens Digital Asset Competitiveness
The Central Bank of Brazil's proposed 24-hour hold on crypto transfers over $10,000 sparks industry backlash over fintech competitiveness and liquidity.
Record Soybean Processing Outlook Boosts Brazil Agribusiness Credit
Brazil's record 2026 soybean crush forecast of 63.3 million tonnes supports the credit profiles of agribusiness-focused Fiagro investment funds.
Brazil’s New VAT Rate Could Hit 28%, Highest in OECD
Brazil's dual VAT rate under the PEC 45/2019 tax reform is projected to reach 28%, threatening consumer-facing sectors and driving up services costs.
Speculators Stay Heavily Net-Long on Soybeans Despite Brazil's Record Crop Outlook
Non-commercial traders hold a net-long position of over 211,000 soybean contracts, signaling bullish conviction against bearish fundamentals.
Brazil’s July FX Flow Turns Positive on Commercial Strength, Countering Real’s Political Headwinds
Brazil logged a $1.938 billion net foreign exchange inflow in July, driven by trade, which offers a fundamental backstop to BRL volatility.
BNDES Commits R$120.1 Million in Non-Equity Funding for Tractian Robotics R&D
Brazil's national development bank BNDES is deploying R$120.1 million in non-dilutive capital to fund industrial tech firm Tractian's AI-powered robotics project, signaling a strategic government push for deep technology amid a selective VC market.
BNDES Funds R$120M Tractian Robotics Project for Industry 4.0
The Brazilian Development Bank (BNDES) approved R$120.1M in financing for Tractian’s R&D to build robotic assistants for predictive industrial maintenance.
Petrobras Dividend Jitters Outweigh Selic Cut; PETR4 Drops Ahead of 2Q Results
The Ibovespa stalled as Petrobras (PETR4) shares fell ahead of 2Q earnings and a pivotal dividend announcement, overriding a new 25bp Selic cut.
BRL Volatility Rises on US Visa Revocation, Renewing Fears of Escalating Country-Specific Risk
The Brazilian Real is trading under pressure after the US revoked the visa of Brazil's Ambassador, signaling political risk.
Geopolitical Risk Premium Hits Brazilian Real as US Revokes Ambassador’s Visa
The Brazilian Real faced a sharp climb in volatility after US-Brazil diplomatic tensions escalated, driven by a visa revocation.
Brazil Central Bank Cuts Selic Rate to 14.00%, Confirms Easing Cycle Despite Restrictive Stance
Brazil's COPOM cut the Selic rate by 25 bps to 14.00%, extending the easing cycle but maintaining a restrictive policy.
Large Speculators Hold 123,705 Net-Long Soybean Contracts, Signaling Bullish Bias in Brazil Agribusiness
Extreme net-long positioning in soybean futures by large speculators points to bullish sentiment but raises risk of liquidation.
BNDES Commits R$120.1 Million Financing to Tractian for AI-Robotics Industrial Tech Development
Brazil’s state development bank, BNDES, approved R$120.1 million in financing for Tractian to develop AI-powered robotics for industrial inspection and predictive maintenance.
Brazilian Real Holds Steady Near R$5.12 as Copom Delivers Expected Rate Cut to 14.00%
Brazil’s central bank cut the Selic rate by 25 basis points to 14.00%, a move that was fully priced in, stabilizing USD/BRL.
Political Logjam on Fiscal Adjustment Curbs Central Bank’s Scope for Deeper Selic Rate Cuts
The Copom’s fourth consecutive 25-bps cut to 14.00% is overshadowed by political failure to deliver a credible fiscal adjustment.
Brazil’s Central Bank Cuts Selic to 14.00%, But Cautious Tone Signals End of Faster Easing Cycle
Copom cut the Selic benchmark interest rate by 25bps to 14.00%, but the communique signals caution on the pace of future cuts.
USD/BRL Spikes to R$5.13 on Diplomatic Row as US Sanctions Fear Ramps Up Political Risk
The Brazilian real sharply depreciated, hitting R$5.13 this week as a US-Brazil diplomatic row introduced a severe geopolitical risk premium.
US Revokes Brazilian Ambassador's Visa, Escalating Diplomatic Crisis Ahead of October Election
US visa revocation for Ambassador Viotti formalizes diplomatic rift with Lula's government, adding political risk to the Real and Brazilian ADRs.
China’s Binding Green Energy Mandate Validates Brazilian Solar FII SNEL11’s Expansion Thesis
China’s aggressive 2030 clean energy targets create a global macro tailwind, bolstering the investment case for the Brazilian distributed solar fund, SNEL11.
Nubank Alumni Raise Record $85M Seed Round for AI Wealth Manager Decade, Signaling VC Confidence in Brazil Fintech
Former Nubank CTO Vitor Olivier and Hyperplane founder Felipe Meneses secured the largest seed funding in LatAm history for Decade, their AI-first wealth advisory platform.
Speculators Hold Extreme Net-Long Position in Soybean Futures, Signaling Bullish Conviction for Key Brazil Export
Large speculators' net-long position in soybean futures hit 123,705 contracts, reflecting strong optimism in Brazil's top export.
GPA’s Turnaround Derailed by Debt: Q2 Net Loss Widens Despite Sharp Margin Improvement
Brazilian retailer GPA (PCAR3) posted a R$204 million net loss in Q2 2026, as operational gains were overwhelmed by high interest expense.
Lula’s Lead Narrows to 5 Points Against Flávio Bolsonaro in Latest Quaest Poll, Upping Brazil Political Uncertainty
A new Genial/Quaest poll shows President Lula’s lead tightening against Flávio Bolsonaro, a movement that increases political risk and market volatility ahead of the election.
Brazilian Real Slides Past R$5.13 Against Dollar as Oil Price Collapse and Political Risk Mount
A sharp drop in crude oil prices combined with renewed political uncertainty pushed the BRL to its weakest close since mid-July.
Brazil’s Central Bank Cuts Selic Rate to 14.00%, Market Eyes Conservative Forward Guidance
Copom delivered the widely expected 25 basis point cut, turning all focus to the communiqué's signal on future easing.
Brazil’s Small Cap Index Trails IBOV by Over 10% YTD, Signaling Deep Valuation Gap
The B3 Small Cap Index (SMLL) has underperformed the Ibovespa, presenting a potential value opportunity for investors.
Large Speculators Hold 123,705 Net-Long Soybean Contracts, Signaling Crowded Bullish Bet
Non-commercial traders are heavily net-long soybeans, a crowded trade that could intensify volatility for Brazilian agribusiness assets.