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Correction: Our September 9, 2026 at 13:31 UTC Soybean Positioning Report
PROMarketsSep 09

Correction: Our September 9, 2026 at 13:31 UTC Soybean Positioning Report

Correction: the CFTC figures cited in this article describe soybean meal futures, not soybeans, as of September 1, 2026. The original soybean-market conclusions have been withdrawn.

Bolsonaro’s Wife Holds Strong Lead in Brasília Senate Race, While PT Faces High-Stakes Tie in Bahia
PoliticsSep 09

Bolsonaro’s Wife Holds Strong Lead in Brasília Senate Race, While PT Faces High-Stakes Tie in Bahia

New polls show Michelle Bolsonaro's leverage in the capital and an intense gubernatorial battle in Lula's key stronghold.

EU Satisfied with Brazil’s Poultry and Honey Sanitary Controls, Signaling Market Reopening
PROAgroSep 08

EU Satisfied with Brazil’s Poultry and Honey Sanitary Controls, Signaling Market Reopening

The European Union deemed Brazil's sanitary controls for poultry and honey satisfactory, paving the way for the quick resumption of exports suspended over antibiotic concerns.

Brazil’s Small-Cap Stocks Rally on Rate-Cut Optimism, But Political Risk Looms
Small CapsSep 08

Brazil’s Small-Cap Stocks Rally on Rate-Cut Optimism, But Political Risk Looms

Domestically-focused Brazilian small-cap stocks are seeing a new rally as inflation eases, but the political outlook threatens the interest rate cuts driving the gains.

Broad Legal Coalition Demands STF Reform, Citing Corruption and Undermined Public Trust
MarketsSep 08

Broad Legal Coalition Demands STF Reform, Citing Corruption and Undermined Public Trust

A manifesto by OAB-SP and 25 entities calls for judicial reform in Brazil, including term limits for Supreme Court Justices.

Suzano Projects $175 Million in Annual Synergies from Global Tissue Joint Venture
InvestingSep 08

Suzano Projects $175 Million in Annual Synergies from Global Tissue Joint Venture

Brazil’s pulp giant Suzano expects to capture $175M in annual savings over three years from its recently closed consumer tissue joint venture with Kimberly-Clark.

Correction: Our September 8, 2026 at 15:27 UTC Soybean Positioning Report
PROMarketsSep 08

Correction: Our September 8, 2026 at 15:27 UTC Soybean Positioning Report

Correction: the CFTC figures cited in this article describe soybean meal futures, not soybeans, as of September 1, 2026. The original soybean-market conclusions have been withdrawn.

China Auto Imports Surge in Brazil Ahead of EV Tariff Hike, Pressuring Local Industry
PROMarketsSep 08

China Auto Imports Surge in Brazil Ahead of EV Tariff Hike, Pressuring Local Industry

Chinese automakers captured over 50% of Brazil's auto import market through August, racing to beat a July EV tax increase.

Haddad Escalates Brazil Corruption Narrative, Accusing Bolsonaro Ally of Shielding Jailed Banker Over R$41 Billion Financial Scandal
PoliticsSep 08

Haddad Escalates Brazil Corruption Narrative, Accusing Bolsonaro Ally of Shielding Jailed Banker Over R$41 Billion Financial Scandal

São Paulo candidate Fernando Haddad linked Senator Flávio Bolsonaro to the massive Banco Master financial scandal and its jailed former owner.

Former Military Chiefs Detail Bolsonaro’s Coup Plot, Confirm Brazil Faced Imminent Rupture After 2022 Election
PoliticsSep 08

Former Military Chiefs Detail Bolsonaro’s Coup Plot, Confirm Brazil Faced Imminent Rupture After 2022 Election

New book and police testimony confirm former President Jair Bolsonaro personally presented a coup plot to military leaders to overturn the 2022 election.

Brazil’s Economic Slowdown Hits Early, Putting Lula’s Re-election Narrative Under Pressure
PoliticsSep 07

Brazil’s Economic Slowdown Hits Early, Putting Lula’s Re-election Narrative Under Pressure

Sharp deceleration in Brazil's Q2 GDP, driven by a drop in household spending, heightens fiscal risk and pressure on the Central Bank.

Brazil Presidential Candidate Vows Vague ‘Adaptations’ to Widely Used PIX Payment System
PROMarketsSep 07

Brazil Presidential Candidate Vows Vague ‘Adaptations’ to Widely Used PIX Payment System

Augusto Cury, a leading presidential candidate, promised to alter PIX, fueling uncertainty in the country's multi-billion dollar fintech sector.

Brazilian Presidential Candidate Augusto Cury Vows Pix 'Adaptations' Amid U.S. Trade War Threat
PROSmall CapsSep 07

Brazilian Presidential Candidate Augusto Cury Vows Pix 'Adaptations' Amid U.S. Trade War Threat

Presidential candidate Augusto Cury pledges "adaptations" to Brazil's popular Pix payment system, navigating a balance between its domestic popularity and the threat of a U.S. trade war over regulatory concerns.

Former Air Force Chief Reveals Personal Cost of Blocking Bolsonaro’s 2022 Coup Plot
PoliticsSep 07

Former Air Force Chief Reveals Personal Cost of Blocking Bolsonaro’s 2022 Coup Plot

Lieutenant-Brigadier Carlos de Almeida Baptista Junior's account confirms high-level military resistance derailed the post-election plot.

Lula’s Independence Day Speech Hardens Stance on Sovereignty, Signaling Resource Nationalism
PROPoliticsSep 07

Lula’s Independence Day Speech Hardens Stance on Sovereignty, Signaling Resource Nationalism

President Lula used his Sept 7 address to stress national control over resources like critical minerals and Amazon oil.

Presidential Candidate Zema Calls for Arrest of STF Justice Moraes, Escalating Brazil’s Institutional Crisis
PROPoliticsSep 07

Presidential Candidate Zema Calls for Arrest of STF Justice Moraes, Escalating Brazil’s Institutional Crisis

Romeu Zema, a Brazilian presidential candidate, demanded the arrest of STF Justice Alexandre de Moraes at a Sept 7 rally in São Paulo.

Correction: Our September 7, 2026 at 13:24 UTC Soybean Positioning Report
PROMarketsSep 07

Correction: Our September 7, 2026 at 13:24 UTC Soybean Positioning Report

Correction: the CFTC figures cited in this article describe soybean meal futures, not soybeans, as of September 1, 2026. The original soybean-market conclusions have been withdrawn.

Lula Rejects Foreign Trade Pressure, Declares Brazil ‘Will Not Be a Colony’ on Independence Day
PoliticsSep 07

Lula Rejects Foreign Trade Pressure, Declares Brazil ‘Will Not Be a Colony’ on Independence Day

Brazilian President Lula used his September 7th address to assert national sovereignty over trade and critical resources.

Book Reveals Army Commander Threatened to Arrest Jair Bolsonaro to Halt 2022 Coup Attempt
PoliticsSep 07

Book Reveals Army Commander Threatened to Arrest Jair Bolsonaro to Halt 2022 Coup Attempt

Former Air Force chief's book reveals then-Army Commander threatened to arrest Jair Bolsonaro to prevent a 2022 coup attempt.

Correction: Our September 6, 2026 at 23:19 UTC Soybean Positioning Report
PROMarketsSep 06

Correction: Our September 6, 2026 at 23:19 UTC Soybean Positioning Report

Correction: the CFTC figures cited in this article describe soybean meal futures, not soybeans, as of September 1, 2026. The original soybean-market conclusions have been withdrawn.

Brazil passes Redata tax exemption to spark AI data center boom
TechSep 06

Brazil passes Redata tax exemption to spark AI data center boom

Brazil's Senate has approved the Redata bill, slashing import and manufacturing duties to position the country as Latin America's primary green AI hub.

Correction: Our September 6, 2026 at 21:29 UTC Soybean Positioning Report
PROMarketsSep 06

Correction: Our September 6, 2026 at 21:29 UTC Soybean Positioning Report

Correction: the CFTC figures cited in this article describe soybean meal futures, not soybeans, as of September 1, 2026. The original soybean-market conclusions have been withdrawn.

EU Suspends Brazil Meat Imports Over Veterinary Drug Rules
InvestingSep 06

EU Suspends Brazil Meat Imports Over Veterinary Drug Rules

The European Union has halted imports of Brazilian animal proteins, including beef and poultry, starting September 3, 2026, over antimicrobial traceability.

Brazil Election: Corruption and Democracy Top Voter Concerns in Poll
PoliticsSep 06

Brazil Election: Corruption and Democracy Top Voter Concerns in Poll

A new Quaest poll shows Brazilian voters prioritize clean records and democratic commitment over political feuds involving the Supreme Court.

Correction: Our September 6, 2026 at 15:22 UTC Soybean Positioning Report
PROMarketsSep 06

Correction: Our September 6, 2026 at 15:22 UTC Soybean Positioning Report

Correction: the CFTC figures cited in this article describe soybean meal futures, not soybeans, as of September 1, 2026. The original soybean-market conclusions have been withdrawn.

Lula and Flávio Bolsonaro Locked in Tight 2026 Race as Undecided Voters Vanish
PoliticsSep 06

Lula and Flávio Bolsonaro Locked in Tight 2026 Race as Undecided Voters Vanish

A new September 2026 Quaest poll shows a tightening Brazilian presidential election, with Lula and Flávio Bolsonaro in a statistical tie for the runoff.

Brazil Projects Record Revenue for 2026, But Debt Load and New Taxes Undercut Fiscal Stability
PROPoliticsSep 06

Brazil Projects Record Revenue for 2026, But Debt Load and New Taxes Undercut Fiscal Stability

Brazil forecasts a record R$ 3.24 trillion revenue for 2026, though rising debt and new taxes temper optimism.

New Brazilian Consumption Tax May Quadruple Rate for Tech Services
PRONASDAQSep 05

New Brazilian Consumption Tax May Quadruple Rate for Tech Services

Brazil’s tax reform, replacing five taxes with a new dual-VAT model (CBS/IBS), will substantially increase the tax rate on technology and software services.

Correction: Our September 5, 2026 at 15:26 UTC Soybean Positioning Report
PROMarketsSep 05

Correction: Our September 5, 2026 at 15:26 UTC Soybean Positioning Report

Correction: the CFTC figures cited in this article describe soybean meal futures, not soybeans, as of September 1, 2026. The original soybean-market conclusions have been withdrawn.

Correction: Our September 5, 2026 at 13:28 UTC Soybean Positioning Report
PROMarketsSep 05

Correction: Our September 5, 2026 at 13:28 UTC Soybean Positioning Report

Correction: the CFTC figures cited in this article describe soybean meal futures, not soybeans, as of September 1, 2026. The original soybean-market conclusions have been withdrawn.