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715 results for “Politics

Lula Disapproval Hits 49% in Poll, Stirring Brazil Fiscal Fears
PROPoliticsJul 30

Lula Disapproval Hits 49% in Poll, Stirring Brazil Fiscal Fears

A new PoderData poll shows Lula's disapproval at 49%, raising investor concerns over the government's ability to pass critical fiscal reforms.

Lula Challenges US Tariffs at WTO as Trade Tensions Rise
PROPoliticsJul 30

Lula Challenges US Tariffs at WTO as Trade Tensions Rise

Brazil formally requests WTO consultations over US tariffs of 25% and 12.5%, escalating trade tensions and pressuring Brazilian exporters.

Lula's 49% Disapproval Rating Confirms Political Risk, Threatening Brazil Fiscal Reforms
PROPoliticsJul 30

Lula's 49% Disapproval Rating Confirms Political Risk, Threatening Brazil Fiscal Reforms

President Lula's persistent high disapproval rating signals increased risk of legislative gridlock, threatening the passage of crucial fiscal reforms and weighing on the Brazilian Real.

South Korea Deal Opens Beef Market Pathway, Focuses on Critical Minerals and Tech Ties
PoliticsJul 30

South Korea Deal Opens Beef Market Pathway, Focuses on Critical Minerals and Tech Ties

Brazil and South Korea elevate ties to a strategic partnership, setting a goal to double bilateral trade, with a focus on beef market access and a critical minerals supply chain.

Lula Disapproval Hits 49%, Signaling Political Headwinds for Fiscal Reform
PoliticsJul 30

Lula Disapproval Hits 49%, Signaling Political Headwinds for Fiscal Reform

President Lula's disapproval reached 49% in a late July poll, heightening fiscal risk and pressuring the government on reforms.

Labor Court Ruling Signals Rising Costs for Brazil’s Gig Economy, Hitting Platform Model
PoliticsJul 30

Labor Court Ruling Signals Rising Costs for Brazil’s Gig Economy, Hitting Platform Model

A national-scope preliminary injunction forces Brazil's social security (INSS) to review injury claims from iFood workers, signaling increased regulatory costs.

Brazil Files WTO Complaint Challenging US Tariffs, Escalating Trade Conflict
PROPoliticsJul 30

Brazil Files WTO Complaint Challenging US Tariffs, Escalating Trade Conflict

Brasília initiated a WTO dispute against the US over new 25% and 12.5% Section 301 tariffs, threatening $6.6 billion in Brazilian exports.

Brazil Formally Challenges US Tariffs at WTO, Escalating Trade Conflict
PoliticsJul 30

Brazil Formally Challenges US Tariffs at WTO, Escalating Trade Conflict

Brasília initiated WTO consultations over US tariffs of up to 37.5% on manufactured goods, raising uncertainty for exporters and the Brazilian Real.

Brazil Court Order Forces INSS and iFood to Cover Deliverers' Work Accidents, Raising Gig Economy Regulatory Risk
PROPoliticsJul 30

Brazil Court Order Forces INSS and iFood to Cover Deliverers' Work Accidents, Raising Gig Economy Regulatory Risk

A nationwide provisional ruling increases administrative and potential social security costs for gig economy platforms in Brazil.

Brazil Finance Ministry Crackdown Removes 937 Influencer Profiles, Targets Betting Operators With R$14 Million Fines
PROPoliticsJul 30

Brazil Finance Ministry Crackdown Removes 937 Influencer Profiles, Targets Betting Operators With R$14 Million Fines

Brazil’s Ministry of Finance removed 937 digital influencer profiles for irregular betting ads, signaling stricter enforcement and higher compliance risk for operators.

Brazil Formally Challenges US Section 301 Tariffs at WTO, Raising Political Risk for Exporters
PROPoliticsJul 30

Brazil Formally Challenges US Section 301 Tariffs at WTO, Raising Political Risk for Exporters

Brasília initiated a WTO dispute against new US 25% and 12.5% tariffs, escalating trade tensions with its second-largest partner.

Petrobras Policy Confirms Political CapEx Priority, Slashing Minimum Dividend Payout to 45% FCF
PROPoliticsJul 29

Petrobras Policy Confirms Political CapEx Priority, Slashing Minimum Dividend Payout to 45% FCF

Petrobras (PETR4) cut its minimum dividend payout to 45% of Free Cash Flow, confirming the Lula administration's push for investment over returns.

2027 Brazil VAT Deadline Drives Mandate for Corporate Tech Overhaul, Creating Investment Catalyst
PROPoliticsJul 29

2027 Brazil VAT Deadline Drives Mandate for Corporate Tech Overhaul, Creating Investment Catalyst

The 2027 start of the new federal CBS tax and Selective Tax forces a system-wide corporate tech upgrade, creating opportunities.

Lula Commits R$1.335 Billion to El Niño Fight, Signaling High Risk to Brazil Agro and Energy
PoliticsJul 29

Lula Commits R$1.335 Billion to El Niño Fight, Signaling High Risk to Brazil Agro and Energy

Brazil's government allocates R$1.335B to mitigate 'Super El Niño' effects, with R$850M earmarked for corn and rice purchases.

Lula’s R$1.3B El Niño Plan Sparks Fiscal and Ag Intervention Alert
PROPoliticsJul 29

Lula’s R$1.3B El Niño Plan Sparks Fiscal and Ag Intervention Alert

Brazil's R$1.335 billion El Niño mitigation plan triggers fiscal and market intervention worries, impacting the real and agricultural commodities.

Trump Renews National Emergency Against Brazil, Extending IEEPA Sanctions Threat Until 2027
PROPoliticsJul 29

Trump Renews National Emergency Against Brazil, Extending IEEPA Sanctions Threat Until 2027

The US extended its 'national emergency' on Brazil, maintaining the legal power (IEEPA) to impose sanctions and raising geopolitical risk for the Brazilian Real and US-exposed firms.

Lula-Milei Crisis Escalates: Brazil Recalls Ambassador as Mercosul Trade Framework Faces Existential Risk
PoliticsJul 29

Lula-Milei Crisis Escalates: Brazil Recalls Ambassador as Mercosul Trade Framework Faces Existential Risk

Brazil's diplomatic protest after Milei insults Lula and a Supreme Court Justice threatens the $31B Brazil-Argentina trade axis and Mercosul's stability.

Lula Approval Hits Near-Even Split at 47%/49%, Deep Regional Divide Signals Political Stalemate
PoliticsJul 28

Lula Approval Hits Near-Even Split at 47%/49%, Deep Regional Divide Signals Political Stalemate

New Nexus/BTG Pactual poll shows a deadlocked national approval/disapproval of the Lula government, reinforcing investor concerns over reform.

Lula Disapproval Hits 53% in Rio de Janeiro, Signaling Regulatory Friction Risk for Investors
PoliticsJul 28

Lula Disapproval Hits 53% in Rio de Janeiro, Signaling Regulatory Friction Risk for Investors

President Lula's government disapproval reached 53% in the key state of Rio de Janeiro, signaling political friction and uncertainty for markets.

Brazil Secures Immediate Zero-Tariff Access to Singapore Market on August 1st
PROPoliticsJul 28

Brazil Secures Immediate Zero-Tariff Access to Singapore Market on August 1st

The Mercosur-Singapore FTA's entry into force grants 100% of Brazilian exports tariff-free access to the Asian hub, boosting key sectors.

Brazil Police Probe Construction Fraud in Alagoas State
PoliticsJul 28

Brazil Police Probe Construction Fraud in Alagoas State

Brazil's Federal Police launched Operation Delivery to investigate school construction fraud, highlighting governance risks for investors in B3 stocks.

Brazil Federal Police Bust Alagoas Public Works Bribe Scheme
PROPoliticsJul 28

Brazil Federal Police Bust Alagoas Public Works Bribe Scheme

PF and CGU launch Operation Delivery in Murici, Alagoas, seizing assets and cash over local school infrastructure corruption.

Galípolo Meets BRB Leadership Amid R$6.6B Rescue Impasse
PoliticsJul 28

Galípolo Meets BRB Leadership Amid R$6.6B Rescue Impasse

Central Bank of Brazil President Gabriel Galípolo met with BRB leadership as a R$6.6 billion rescue package remains stalled, impacting B3 assets.

Brazil PF Operation Targets R$1.3M Public Works Corruption
PoliticsJul 28

Brazil PF Operation Targets R$1.3M Public Works Corruption

Federal Police launch Operation Delivery in Alagoas, freezing R$1.3M in assets over municipal construction kickbacks, signaling regional governance risks.

Brazil Fiscal Risk: Political Avoidance Masks R$500B Gap
PoliticsJul 28

Brazil Fiscal Risk: Political Avoidance Masks R$500B Gap

Analysts warn Brazil needs a R$500 billion fiscal shock by 2027, but pre-election political gridlock is stalling structural spending cuts and elevating sovereign risk.

Wheat Futures Spike on Geopolitics, Raising Brazil Import Costs
AgroJul 28

Wheat Futures Spike on Geopolitics, Raising Brazil Import Costs

Rising global wheat prices driven by geopolitics and bad weather are set to increase Brazil's import bill as CONAB projects the largest import volume since 2013.

Central Bank steps in over BRB's R$6.6B rescue delay
PoliticsJul 28

Central Bank steps in over BRB's R$6.6B rescue delay

Brazil's Central Bank intervenes as Banco de Brasília's R$6.6 billion rescue stalls over demands for public bank guarantees, raising systemic risk concerns.

Galípolo Meets BRB Leadership as R$6.6B Rescue Plan Stalls
PROPoliticsJul 28

Galípolo Meets BRB Leadership as R$6.6B Rescue Plan Stalls

BC President Gabriel Galípolo met with BRB to discuss restructuring amid a stalled R$6.6 billion rescue package, raising concerns over systemic risk.

Brazil Federal Police Launch Alagoas Corruption Probe
PoliticsJul 28

Brazil Federal Police Launch Alagoas Corruption Probe

Federal Police launch 'Operation Delivery' in Alagoas, seizing R$1.3M in assets over public works fraud, highlighting governance risks for Brazil investors.

BRB Rescue Stalls Over Missing Financials and Guarantee Demands
PoliticsJul 28

BRB Rescue Stalls Over Missing Financials and Guarantee Demands

A stalled R$6.6 billion rescue for Banco de Brasília (BRB) over missing financial statements and guarantee disputes raises systemic risks for Brazilian assets.