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EU Ban on Brazilian Animal Products Slams High-Value Beef Exports with Two-Year Bottleneck
AgroAug 05

EU Ban on Brazilian Animal Products Slams High-Value Beef Exports with Two-Year Bottleneck

EU's regulatory ban over antimicrobial use will disproportionately impact Brazil’s beef sector (BEEF3, MBRV3) for up to two years.

STF Resumes Sessions, Expected to Resolve Long-Pending Funrural Agro Tax Liability
PROPoliticsAug 03

STF Resumes Sessions, Expected to Resolve Long-Pending Funrural Agro Tax Liability

Brazil's Supreme Federal Court is set to conclude the ADI 4395 ruling, potentially unfreezing billions in agro tax cases.

Bradesco Offers Shareholders Discounted Shares, JCP Offset to Avoid Dilution in R$10 Billion Capital Increase
PROInvestingAug 03

Bradesco Offers Shareholders Discounted Shares, JCP Offset to Avoid Dilution in R$10 Billion Capital Increase

Brazilian bank Bradesco is offering existing shareholders the chance to subscribe to new shares at a 6% discount, utilizing R$6.5B in advanced JCP payments to avoid dilution.

JBS (JBSS32) Receives High Ratings from Investment Banks Despite U.S. Beef Headwinds
MarketsAug 03

JBS (JBSS32) Receives High Ratings from Investment Banks Despite U.S. Beef Headwinds

Investment banks BTG Pactual and Itaú BBA rate JBS highly, betting on its diversification to offset U.S. beef market weakness.

Brazil Accelerates India Trade Pivot to Counter New US Tariffs on Brazilian Exports
PROPoliticsAug 03

Brazil Accelerates India Trade Pivot to Counter New US Tariffs on Brazilian Exports

Brazil is strategically expanding the Mercosur-India trade pact to mitigate the impact of new 25% Section 301 tariffs imposed by the US.

Brazil Trade Minister Launches India Mission to Counter US Tariffs, Drive Investment
PoliticsAug 03

Brazil Trade Minister Launches India Mission to Counter US Tariffs, Drive Investment

Brazilian MDIC Minister travels to India seeking defense, tech, and energy investment after new US tariffs restrict market access for Brazilian goods.

Brazil’s Trade Pivot to India Accelerates After US Imposes 37.5% Tariffs
PoliticsAug 03

Brazil’s Trade Pivot to India Accelerates After US Imposes 37.5% Tariffs

MDIC Minister Márcio Elias Rosa began a trade mission to India to seek new markets and mitigate the impact of new US tariffs on Brazilian exports.

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.

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 Weighs WTO Action Over Impending EU Meat Ban with Up to $2.4 Billion at Risk
PROAgroJul 30

Brazil Weighs WTO Action Over Impending EU Meat Ban with Up to $2.4 Billion at Risk

Brazil is considering a WTO complaint against the EU's September 3 ban on animal products, raising significant risk for Brazilian meat exporters.

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.

Mercosur-Singapore FTA Takes Effect Saturday, Granting Zero Tariffs for 100% of Brazilian Exports
AgroJul 29

Mercosur-Singapore FTA Takes Effect Saturday, Granting Zero Tariffs for 100% of Brazilian Exports

Brazil's primary meat and agro exporters are set to gain immediate market access to Singapore with zero tariffs as a new FTA takes effect.

Zero Tariffs on Brazilian Agro Exports to Singapore Start August 1st with Mercosur FTA
AgroJul 29

Zero Tariffs on Brazilian Agro Exports to Singapore Start August 1st with Mercosur FTA

Brazil's Mercosur-Singapore FTA takes effect August 1, immediately eliminating tariffs on all Brazilian exports to the key Asian hub.

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.

OceanPact (OPCT3) Acquires Dock Brasil for R$119M, Deepens Vertical Integration Strategy in Brazil Offshore
Small CapsJul 29

OceanPact (OPCT3) Acquires Dock Brasil for R$119M, Deepens Vertical Integration Strategy in Brazil Offshore

OceanPact's R$119 million acquisition of Dock Brasil bolsters its high-margin maintenance capacity shortly after CADE clears the CBO combination.

USTR Tariff Exemption Secures Brazil’s US$2.5 Billion Coffee Market
PROAgroJul 29

USTR Tariff Exemption Secures Brazil’s US$2.5 Billion Coffee Market

US decision to exempt all Brazilian coffee from new Section 301 tariffs removes major trade risk for the world's largest producer.

BRL Volatility Spikes: USD/BRL Reaches R$5.13 on Global Risk Aversion and Tariff Pressure
PROCurrenciesJul 29

BRL Volatility Spikes: USD/BRL Reaches R$5.13 on Global Risk Aversion and Tariff Pressure

The Brazilian Real weakened over the past week, driven by global risk-off sentiment and new US tariffs, prompting a re-evaluation of unhedged exposure.

Regulatory Risk in Brazil Power Tariffs Damps Low Inflation
PoliticsJul 28

Regulatory Risk in Brazil Power Tariffs Damps Low Inflation

Brazil's July IPCA-15 inflation slowed to 0.06%, but a 3.03% spike in residential electricity driven by regulatory adjustments poses risks for utility stocks.

US Tariffs and Middle East Risks Cap BRL Carry-Trade Gains
CurrenciesJul 28

US Tariffs and Middle East Risks Cap BRL Carry-Trade Gains

Brazil's 14.25% Selic rate fuels carry trades, but new 25% US tariffs and Middle East tensions cap the Brazilian real's appreciation potential.

Brazilian Real Faces Twin Risk Despite IPCA-15 Relief Ahead of FOMC
CurrenciesJul 28

Brazilian Real Faces Twin Risk Despite IPCA-15 Relief Ahead of FOMC

Subdued IPCA-15 inflation eases domestic pressure on the Brazilian Real, but traders brace for the FOMC decision and US tariff impacts on the USD BRL.

USD BRL Rises as New 25% US Tariffs Threaten Brazil Trade Surplus
CurrenciesJul 28

USD BRL Rises as New 25% US Tariffs Threaten Brazil Trade Surplus

The USD/BRL exchange rate hovered near 5.13 after the US implemented a 25% tariff on Brazilian imports, threatening the country's export surplus.

Brazilian Real Pauses at R$5.11, Hawkish Fed and New US Tariffs Outweigh Domestic Stability
PROCurrenciesJul 28

Brazilian Real Pauses at R$5.11, Hawkish Fed and New US Tariffs Outweigh Domestic Stability

The BRL slipped past R$5.11 recently, driven by US monetary policy and new tariffs, despite domestic political calm.

Political Uncertainty and U.S. Trade Tensions Put Risk Premium on USD/BRL, IBOV
PROPoliticsJul 28

Political Uncertainty and U.S. Trade Tensions Put Risk Premium on USD/BRL, IBOV

Lula's poll lead and new U.S. tariffs on Brazilian goods increase market risk, driving political uncertainty into the USD/BRL exchange rate.

Brazil Formally Opens WTO Dispute Against US Tariffs of 25% and 12.5%
MarketsJul 28

Brazil Formally Opens WTO Dispute Against US Tariffs of 25% and 12.5%

Brazil filed a formal WTO consultation request over new US tariffs, increasing trade friction for key Brazilian exporters.

Brazil Challenges New US Tariffs at WTO Over 37.5% Tax Risk
AgroJul 28

Brazil Challenges New US Tariffs at WTO Over 37.5% Tax Risk

Brazil formally requests WTO consultations over new US tariffs reaching 37.5%, escalating trade tensions and threatening key agribusiness exporters.

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.

Brazil Formally Challenges US Tariffs Up to 37.5% at WTO, Raising Uncertainty for Ethanol Exporters
AgroJul 28

Brazil Formally Challenges US Tariffs Up to 37.5% at WTO, Raising Uncertainty for Ethanol Exporters

Brazil filed a formal WTO complaint against new US tariffs, including a 25% levy that impacts ethanol, threatening a combined rate of 37.5%.

Brazil Files WTO Case Against U.S. Tariffs of Up to 37.5%
PoliticsJul 28

Brazil Files WTO Case Against U.S. Tariffs of Up to 37.5%

Brazil challenges new U.S. Section 301 tariffs of up to 37.5% at the WTO, raising risks for trade-exposed B3 stocks and the Brazilian real.

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.