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495 results for “ibovespa”
Lula’s Lead Narrows to 5 Points Against Flávio Bolsonaro in 2026 Presidential Poll
New Genial/Quaest poll shows President Lula with 44% to Flávio Bolsonaro's 39%, narrowing the lead and increasing market uncertainty.
Brazil Central Bank Poised for Selic Cut to 14.00%; Guidance on Easing Cycle is the Key Market Driver
Central Bank of Brazil is set to cut the Selic rate by 25bp, but market focus is entirely on forward guidance.
Itaú Unibanco’s Core Lending Power, 24.3% ROE Overshadow Service Revenue Guidance Cut in Q2
Itaú reported R$ 12.4B recurring net income and a 24.3% ROE, but cut its fee revenue growth forecast, causing ITUB4 shares to dip.
Logistics FII GARE11 Acquires Carrefour Warehouse for R$119.8M, Citing Above-Guidance Return Potential
Guardian Logística Fundo de Investimento Imobiliário (GARE11) acquired a key logistics asset in São Paulo for R$119.8M, citing strong return projections.
EU Ban on Brazilian Meat Imports Threatens $2 Billion in Exporter Revenue
EU's September 3 ban on Brazilian beef, poultry, and honey over antimicrobial use puts up to $2 billion in annual exports at risk.
COPOM Set to Cut Selic Rate to 14.00%; Guidance on Future Cuts is Key for Real, Ibovespa
Brazil’s Central Bank is expected to cut the Selic rate by 25bps. Forward guidance on the easing cycle is the key market catalyst.
STF Takes Up Gambling Ban Constitutionality Today, Signaling Multi-Billion Dollar Tourism and Real Estate Opportunity
Brazil's Supreme Court will rule on the 1941 ban on jogos de azar, a decision that could unlock a massive regulated gambling market.
Soybeans: Speculative Net-Long Position Spikes, Signaling Bullish Bet Despite Brazil Record Crop
Non-commercial traders ramped up their bullish bets on soybean futures, signaling market-wide risk for long liquidation.
Brent Crude Plunges Below $80 on Hormuz Hopes, Pressuring Petrobras (PETR4) Stock
Oil exporter Petrobras sees shares fall as Brent Crude drops over 4% due to optimism on reopening the Strait of Hormuz.
XP Advises Fixed-Income Shift to IPCA and Pre-Fixed Bonds as Selic Rate Easing Cycle Continues
XP Inc. recommends fixed-income investors pivot from pure CDI exposure to a diversified mix of inflation-linked and intermediate pre-fixed titles ahead of the expected Selic rate cut this week.
Brazilian Real Volatility Spikes as USD/BRL Breaches Central Bank's R$5.10 Model Ahead of Expected Selic Cut
The USD/BRL touched R$5.1351 on Tuesday, rising past the BCB's internal exchange rate model ahead of the expected 25bp Selic rate cut.
COPOM Set to Cut Selic to 14.00%; Investor Focus Shifts to Pace of Future Easing
Brazil's Central Bank is widely expected to cut the benchmark Selic rate by 25 basis points to 14.00% on Wednesday, with the market's attention fixed on forward guidance for the pace of the easing cycle.
Sugarcane Producers Gain Profit Edge as Ethanol Price Parity Hits 8-Year High
Competitive price of hydrous ethanol against gasoline, driven by high production, boosts profitability for Brazil's sugar and energy sector.
ANEEL Technical Arm Rejects Enel SP Defense, Maintains Call for Concession Termination
Regulator’s technical body rejected Enel SP's defense, escalating regulatory risk ahead of the collegiate board vote on concession termination.
Oil Price Tumble on US-Iran De-escalation Hopes Hits Petrobras (PETR4), Causes BRL Headwind
Brent Crude's sharp fall on geopolitical hopes creates uncertainty for oil-linked Brazilian stocks and commodity exports.
AI-Driven Efficiency Delivers R$380 Million in Gains at Mataripe Refinery, Signaling Brazil’s Industrial Tech Opportunity
Acelen's $75M operational gain from AI provides a clear investment thesis for industrial digital transformation and tech suppliers on the B3.
Sigma Lithium (SGML) Stock Surges 5.98% on Production Beat, Environmental Settlement News
SGML shares rose sharply after the Brazilian lithium miner confirmed a Q2 production beat and progress on a key environmental settlement in Minas Gerais.
Nubank Q2 Earnings Preview: Credit Provisioning and Customer Growth Set to Dominate Investor Focus
Latin America's largest fintech, Nubank (NU), reports Q2 2026 earnings next week with investors focused on credit metrics following the Q1 profit miss.
BB Seguridade Boosts Payout with R$1.39 Per Share Dividend After Q2 Net Income Jumps 13%
BB Seguridade announced an interim dividend of R$1.39 per share following 13% year-on-year net income growth in Q2 2024, confirming its status as a top income stock.
Lula’s R$283.2 Billion Stimulus Package Signals Fiscal Risk as Credit Programs See Low Uptake
Brazil's R$283.2B package for the election year, heavy on off-budget credit lines, faces high fiscal risk and low effectiveness amid consumer debt.
Brazil Central Bank Poised for 25bp Cut to 14.00% as Long-Term Selic Forecast Rises
COPOM is expected to cut the Selic rate by 25 basis points to 14.00%, even as the Focus Report shows a raised year-end 2026 rate forecast.
Marcopolo Net Income Plunges 15.5% as Stronger Brazilian Real and Product Mix Squeeze Margins
Brazilian bus manufacturer Marcopolo (POMO4) Q2 net income fell 15.5% due to a stronger Brazilian Real and lower-margin micro-bus sales.
Valuation Gap Widens for Auren (AURE3) After Fitch Negative Outlook on Leverage Trajectory
Analysts estimate a high implied IRR for Auren Energia (AURE3) as stock drops; Fitch's Negative Outlook is tied to slower deleveraging.
Lula’s Record Veto Rejections Force Executive to STF, Heightening Brazil Political Risk
President Lula's record defeat rate on vetoes in Congress forces a systematic turn to the STF, increasing regulatory uncertainty for investors.
B3 Operational Failure Exposes Systemic Risk Concerns Following 2.5-Hour Trading Delay
A rare 2.5-hour operational failure at the B3 stock exchange on July 31 has raised systemic risk concerns among institutional investors.
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.
Brazilian Small Cap Index Trades at 33% Discount to Historical Average
The Brazilian Small Cap Index (SMLL) is trading at an approximate 33% discount to its long-term historical P/E ratio, driven by high Selic rates and capital outflow.
Usiminas Posts R$761 Million Q2 EBITDA Beat, But Non-Recurring Gains and Q3 Margin Pressure Temper Enthusiasm
Brazilian steelmaker Usiminas (USIM5) reported better-than-expected Q2 EBITDA, but analysts warn recurring profitability will fall in Q3 due to rising costs.
B3 Clearing Failure Signals Unprecedented Systemic Risk for Brazilian Markets
An operational failure in B3’s post-trading environment halted trading for over two hours, raising serious systemic risk concerns for foreign investors.
Natura (NATU3) Controllers Call Shareholder Vote on OPA Waiver for Advent Deal
Natura &Co controlling shareholders seek an OPA waiver by August 7 to solidify the governance structure following Advent International's 8% stake acquisition.