Search
732 results for “ONS”
EU-Mercosul Deal Offers Phased Opportunity for Brazilian Wine Importers
Gradual tariff elimination on European wine, set to conclude by 2034, positions Brazilian importers for long-term growth while challenging domestic producers.
Ibovespa Falls as Market Awaits Key Data: FGV Consumer Confidence and Central Bank Focus Report
Brazilian equities dipped Monday as investors waited on the FGV Consumer Confidence Index and the Central Bank's Focus Report.
Geopolitical Risk in Middle East Solidifies USD Safe-Haven Status, Pushing USD/BRL Higher
Escalating US-Iran tensions have strengthened the US Dollar by fueling global inflation concerns and shifting the Federal Reserve's rate outlook.
SNME11 Multi-Strategy Fund Pays Record R$0.22 Dividend as R$800 Million Consolidation Nears
Brazilian real estate fund SNME11 distributed a record dividend while advancing a major consolidation effort projected to boost its net equity above R$800 million.
Speculator Net-Long in Soybeans Hits 113,860 Contracts, Signaling Bullish Risk for Brazil Agribusiness
Large speculators hold a 113,860 net-long position in soybeans, a high-conviction bet on rising prices with implications for Brazil's agricultural sector.
SNME11 Rises on Record R$0.22 Distribution as Fund Pursues Major Consolidation Strategy
Suno Multiestratégia FII (SNME11) closed higher following a record R$0.22 distribution, driven by an ongoing strategy to consolidate assets and boost scale.
Persistent Dry Spell in Key Brazilian Soybean Belts Raises Soil Moisture Risk for Next Crop
Severe rainfall deficit in MT, GO, and BA soybean regions risks planting delays for 2026/27 crop, supporting futures prices.
BCB FX Interventions Target Volatility and Market Functionality, Not Long-Term BRL Rate Level
The Brazilian Central Bank uses FX swaps and dollar repos to smooth price swings in the USD/BRL, maintaining a strict policy against determining the exchange rate level.
Sticky Long-Term Inflation Keeps Selic Rate Anchored at 14% on Focus Report
Market-projected 2026 Selic rate held at 14% for the fourth week, as high long-term inflation expectations persist despite a marginal 2026 IPCA drop.
Brazil ETF Investors Eye Homebuilders as Bradesco Backs Stocks
Bradesco BBI highlights low-income Brazilian homebuilders as a resilient pocket of growth, citing historically low valuations despite recent market volatility.
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.
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.
Fertilizer Squeeze Threatens Brazil Agribusiness Ahead of Planting
Brazilian farmers are under-covered on fertilizers for the 2026/27 crop as global urea prices soar past $850 per ton amid Strait of Hormuz disruptions.
IMF Warns Brazil on Spending Rigidity as 2026 Deficit Rises
The IMF's Article IV consultation warns Brazil over structural spending rigidities and rising debt, highlighting risks for the Brazil ETF and local markets.
US Imposes Forced Labor Tariffs on Brazil, Stacking Duties to 37.5%
The U.S. has finalized a 12.5% forced labor tariff on Brazil under Section 301, stacking cumulative duties to 37.5% on key industrial and consumer exports.
WEG Shares Surge 10% on 2T26 Earnings Beat and Short Squeeze
WEG (WEGE3) shares jumped 10% following a 2T26 net income beat of R$ 1.56 billion, sparking a short squeeze despite analyst warnings over high valuations.
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.
Brazil Stock Market Today: Speculator Soybean Longs Signal Volatility
Large speculators hold heavy net-long soybean positions. We analyze what this means for the Brazil stock market today, the real, and major agribusiness ADRs.
ZAGH11 Unlocks 10.2% Annualized Yield Via Active Portfolio Recycling
Zagros Multiestratégia (ZAGH11) generated a 10.21% annualized yield in June through strategic asset sales, demonstrating alpha generation amid IFIX headwinds.
ZAGH11 FII Recycles R$ 1.1M Portfolio for 10%+ Yield
Hybrid real estate fund ZAGH11 executed a R$ 1.1 million asset sale and resumed construction on its Groenlândia 910 project to support double-digit yields.
Engie Proposes Billion-Real Advances for Brazil Concessions
Private operators like Engie seek early renewals under a new law, bypassing the quota system to secure long-term assets while aiding Brazil's fiscal balance.
US 25% Tariff Takes Effect but Brazil Agro Secures Key Exemptions
The new US 25% tariff on Brazilian imports took effect July 22, but key agricultural exports secured exemptions, protecting 63% of Brazil's agro trade.
Brazil Soybean Belt Dryness Raises Early Crop-Stress Risks
A persistent dry spell in Brazil's key soybean regions, including Sorriso and Rio Verde, is raising soil moisture concerns ahead of the 2026/27 planting season.
Brazil Agribusiness: Dry Spell in Soy Belt Raises Crop Risks
A severe dry spell across Brazil's key soybean regions is raising crop-stress risks, threatening supply and catching the attention of global commodity traders.
Soybean Speculators Hold Strong Net-Long Positions Amid Rally
Large speculators maintain a heavily bullish stance on soybean futures as prices hit multi-week highs and the broader Brazilian stock market surges.
Brazil Agribusiness: Dry Spell in Soybean Belt Raises Crop Risk
A persistent dry spell in key Brazilian soybean regions like Sorriso and Rio Verde is raising crop-stress risks and drawing investor attention.
Brazil Eyes US IP Retaliation Over Section 301 Tariffs
Brazil prepares intellectual property countermeasures against US tech and pharma, bypassing import tariffs to target patent protections and royalty remittances.
Engie Eyes Multi-Billion Real Hydro Concession Extensions
Engie Brasil plans upfront payments to secure 30-year extensions on expiring hydro concessions, altering long-term cash flows and dividend outlooks.
Soybean Speculators Hold Net-Long Positions as Prices Hit Peak
Speculators maintain heavily net-long positions on soybean futures amid global supply concerns, boosting Brazil agribusiness and lifting local B3 stocks.
Nuvini Appoints Alexandre Caramaschi as CSO to Drive AI SaaS Growth
Nasdaq-listed Nuvini Group appoints AI pioneer Alexandre Caramaschi as CSO to lead capital allocation and drive its AI-first B2B SaaS consolidation strategy.