Search
673 results for “2026”
Soybean traders hold heavy net-long positions as Brazil crop begins
CFTC data shows speculative traders holding 281,581 net-long soybean contracts as Brazil kicks off its record-projected 2026/27 planting season.
Lula skips final TV Globo debate, leaving empty chair for rivals
President Lula's strategic decision to skip Brazil's final TV Globo debate leaves an empty chair and allows challenger Flávio Bolsonaro to dominate the stage.
Political Risk Peaks as Brazil’s October 4 Election Threatens Profitable Real Carry Trade
International investors are scaling back exposure to the Brazilian Real, unwinding a major carry trade ahead of the October 4 presidential election due to long-term fiscal uncertainty.
Brazil Federal Audit Court Flags 30 Fiscal Risks in Lula Government’s 2026 Management
Brazil's Federal Court of Accounts identified 30 major fiscal risks in the Lula administration's 2026 budget management, focusing on excessive tax waivers and uncontrolled mandatory spending.
Brazil's Debt Reaches 82.5% of GDP, Setting Fiscal Crisis for Next President
Brazil's public debt hit 82.5% of GDP in July 2026, driven by a massive nominal deficit of 9.34%, placing fiscal discipline at the center of the post-election agenda.
Lula’s Cabinet Reshuffle and BNDES Head’s Strategic Leave Signal Full Institutional Focus on Re-election Bid
A wave of ministers resigned to meet the electoral deadline while the BNDES president took a leave to join the campaign, highlighting the institutional stakes of Brazil's October election.
Brazil’s Election Hinges on Two Visions of ‘Sovereignty’: Industrial Strategy vs. Public Safety
The 2026 Brazilian presidential election is being defined by a debate over the meaning of national sovereignty, with incumbent Lula focusing on industrial and technological independence and challenger Flávio Bolsonaro prioritizing territorial security.
Brazil Federal State-Owned Firms Post Record August Surplus, But Accumulated Deficit Reaches Historical Worst
Brazil's federal state-owned enterprises recorded a record R$1.759 billion surplus in August, their first of 2026, yet the accumulated deficit hit an all-time high of R$6.52 billion.
Dry Spell in Key Bahia Soybean Hub Raises Crop Stress Risk for Brazil Exports
Farmers in Luís Eduardo Magalhães, a major soy exporter in Brazil's Matopiba region, are facing dry conditions with just 18.7mm of rain in the past week, potentially delaying the start of the 2026/27 soybean planting season.
Brazil’s Presidential Candidates Avoid Detailing Painful Cuts Needed to Curb Rising Public Debt
As Brazil's high public debt hits 82.5% of GDP, the two leading presidential candidates, Lula and Flávio Bolsonaro, offer only generic fiscal plans, deepening policy uncertainty.
Dry Spell in Key Brazilian Soy Hub Threatens Planting Window in Bahia
Five consecutive dry days in Luís Eduardo Magalhães, Bahia, a major soy production center, is causing moisture stress that could delay planting for Brazil's 2026/27 soybean crop.
Bolsonaro Camp Drafts Debt-Linked Fiscal Rule as Brazil’s Debt-to-GDP Nears 82%
The Flávio Bolsonaro campaign is preparing a strict fiscal framework linking spending to the debt-to-GDP ratio, a sharp turn from the current Lula-era rule.
Brazil's Widened 2026 Fiscal Deficit Projection Revives Market Uncertainty Ahead of October Election
Brazil's government widened its 2026 primary deficit forecast, triggering market concern over fiscal targets before the October 4 presidential vote.
Brazil's Unemployment Hits Record Low of 5.3%, But Informality Keeps Nearly 39 Million Workers Off The Books
Brazil's jobless rate fell to 5.3% in the three months to August 2026, a series low, but the country's employment record is clouded by a high share of informal work.
Shein’s Global Logistics Squeeze Puts Focus on Risky Brazil Localization Push
Fast-fashion giant Shein saw its adjusted profit margin plunge in Q2 2026, driven by soaring fulfillment costs, putting pressure on its Brazil localization plan.
Dry Spell Risks Delay to Brazil Soybean Planting in Key Western Bahia Region
Low rainfall in Luís Eduardo Magalhães, a major soy hub in Bahia's Matopiba region, is stressing the critical early stages of the 2026/27 Brazil soybean planting.
Institutional Risk Rises as Supreme Court Clash Over Election Decisions Shakes Brazil's Judicial Authority
A monocratic decision by STF Justice Flávio Dino overturning a TSE ruling against presidential candidate Flávio Bolsonaro has escalated a jurisdictional feud, prompting warnings of "institutional capture.
OAS Chief Observer for Brazil Election Sparks US Discomfort Over Political Ties to Lula
The Organization of American States' choice of former Chilean Foreign Minister José Miguel Insulza to head its 2026 Brazil election mission has raised concerns in the US over his historical political alignment with President Luiz Inácio Lula da Silva.
Presidential Candidates Threaten Brazil's Landmark Tax Reform with Revision Proposals
Leading candidates in the Brazil presidential election, including Flávio Bolsonaro, are proposing revisions to the newly implemented tax reform, raising fiscal uncertainty.
Candidate Flávio Bolsonaro Files AIJE to Annul Lula’s 2026 Re-election Ticket Over Culture Ministry Abuse
Flávio Bolsonaro filed a high-stakes AIJE with the TSE seeking to annul President Lula’s re-election ticket over the alleged misuse of MinC resources.
Political Violence Against Women Spikes 11-Fold in Brazil, Threatening Democratic Participation
Brazil's Superior Electoral Court reports an 11-fold increase in political violence cases against women since 2022, disproportionately affecting Black women.
Brazil Army Holds Cyber Defense Drill Targeting Critical Infrastructure Ahead of 2026 Election
Brazil’s Army concluded its largest cyber defense drill, testing responses to attacks on critical infrastructure ahead of the 2026 election amid warnings of foreign interference.
Final Quaest Poll Shows Lula Pulls Ahead in First Round of Brazil Election, Runoff Remains Tied
President Lula has widened his first-round lead to 5 points over Flávio Bolsonaro in the final Quaest poll ahead of the October 4 election.
Dry Spell Halts Soybean Planting in Key Brazilian Frontier, Raising 2026/27 Crop Stress Risk
A five-day dry spell in Luís Eduardo Magalhães, Bahia, is forcing farmers to pause Brazil soybean planting, threatening the start of the 2026/27 harvest.
Brazil Inflation Forecast Breaches Central Bank Target Ceiling, Raising Stagflation Fears
Market consensus for Brazil's 2026 inflation hit 4.99%, crossing the 4.5% official ceiling while growth estimates fell, signaling stagflation pressure.
Bolsonaro Candidate Flávio Bolsonaro Pledges to Revise Landmark Brazil VAT Reform
Presidential challenger Flávio Bolsonaro proposes to lower Brazil’s new VAT rate and scrap the current fiscal rule ahead of the October election.
Key Brazilian Agribusiness Hub Faces Dry Spell, Threatening Start of New Soybean Crop
A five-day dry spell in Luís Eduardo Magalhães, Bahia, is raising concern over the start of Brazil’s 2026/27 soybean planting season in a critical agricultural region.
Brazil’s Big Tech Liability Intensifies Ahead of 2026 Election Under New Lula Decrees
Brazil is tightening regulatory screws on Big Tech, increasing liability for illegal content as the 2026 election approaches.
Dry Spell Hits Brazil’s Key Soybean Belt, Threatening 2026/27 Crop Planting Window
Key agricultural regions in Goiás and Bahia are facing drought conditions right at the start of the soybean planting season, raising crop-stress concerns.
$41M in Environmental Fines: Brazil Candidates Expose ESG Risk in Elections
Two hundred forty candidates with R$213M in environmental fines are running for office in Brazil's 2026 election, posing regulatory risk to investors.