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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 The original soybean-market conclusions have been withdrawn.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
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
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
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
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
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
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 The original soybean-market conclusions have been withdrawn.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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.