Search
674 results for “2026”

Political Uncertainty in Brazil Election Threatens R$6.7 Billion Amazon Fund and EU Agribusiness Access
The October 2026 Brazil election poses a critical risk to national climate commitments and R$6.7 billion in the Amazon Fund, jeopardizing EU market access for Brazilian agribusiness.

Lula Administration Approves 15% Bolsa Família Hike Weeks Before Election Runoff
The Brazilian government identified R$19.6 billion in fiscal space, largely from lower Social Security spending, to fund a 15% increase in the minimum Bolsa Família benefit, raising it to R$691.

Bolsonaro Campaign Denies Plan to Privatize Brazil’s State-Owned Caixa Econômica Federal
Daniella Marques, economic coordinator for candidate Flávio Bolsonaro, denied the campaign plans to privatize the state bank Caixa.

Diverse Candidates Surge in Brazil’s 2026 Elections, Signaling Shift on Land and Social Policy
A record number of Indigenous, Quilombola, and LGBTQIA+ candidates are running in Brazil's 2026 elections, marking a structural change in the political landscape.

Bolsonaro Campaign’s Debt-Linked Fiscal Rule Could Freeze Brazil Federal Spending
Leading presidential challenger Flávio Bolsonaro proposes a radical new fiscal rule tying spending caps to Brazil's high public debt.

Brazil Focus Report Lifts 2026 Inflation Projection Again Amid Election Uncertainty
Economists raised Brazil's 2026 inflation forecast to 4.92%, signaling anxiety over fiscal policy ahead of the presidential election.

Record El Niño Divides Brazil: Drought and Floods Threaten 2026/27 Soybean and Corn Crops
A potentially record-strong El Niño is creating a severe thermal contrast across Brazil, raising fears of planting delays and lower yields for key agricultural commodities like soy, corn, and coffee in the 2026/27 season.

Brazil’s New Decrees Hike Legal and Financial Risk for US Big Tech Platforms
Brazil's new 'duty of care' regulations for digital platforms took effect in July 2026, increasing legal and compliance costs for global tech giants.

Brazil’s Lula Takes Institutional Crisis to UN Stage, Frames Fight for Sovereignty
President Lula uses the UN General Assembly to internationalize Brazil's internal fight, linking judicial reform to sovereignty defense.

Presidential Candidate Caiado Targets Congressional Power, Proposes Zeroing Mandatory Spending for Selic Rate Cut
Brazilian presidential hopeful Ronaldo Caiado is proposing radical fiscal austerity, including eliminating mandatory congressional spending amendments, to drive Brazil's Selic rate down to 7%.

Lula to Open UN General Debate with Push for Sovereignty Amid 2026 Election Fears
Brazil's President Lula will use his UN General Assembly address to champion non-interference and demand UN Security Council reform.

Dry Spell Stresses Early Brazil Soybean Crop, Threatening Planting Pace in Key Regions
Low rainfall and prolonged dry days in Mato Grosso and Bahia are stressing the first plantings of the 2026/27 Brazil soybean crop.

Brazil’s Tax Reform Forces Small Businesses to Make High-Stakes Dual VAT Choice
Companies in Brazil's Simples Nacional regime have until the end of September 2026 to choose their model for the new dual VAT (IBS/CBS), a critical decision for their B2B competitiveness.

Dry Spell at Start of Planting Season Stalls Brazil Soybean Crop in Key Matopiba Hub
A seven-day drought in Luís Eduardo Magalhães, Bahia, a critical hub for Brazilian soybean production, is raising the risk of planting delays for the 2026/27 harvest.

Brazil Presidential Challenger Romeu Zema Proposes Full Privatization and BRICS Exit in Election Plan
Presidential candidate Romeu Zema has proposed the full privatization of federal state-owned firms, including Petrobras and Banco do Brasil, and a foreign policy pivot away from BRICS toward the OECD.

Brazil Forecasts Record Soybean Harvest, But Area Expansion Hits Two-Decade Low
Conab projected Brazil’s 2026/27 soybean crop at a record 181.64 million tons, but growth in planted area slowed to its lowest rate in 20 years amid tight farmer margins.

Brazil Beef Exporters Seek Fast EU Relisting After September 3 Traceability Suspension
Abiec projects Brazil will be relisted as an approved beef exporter by year-end, just weeks after the EU ban took effect, but market access hinges on a negotiated transition period.

Brazil’s Top Electoral Court Admits Suit Seeking to Invalidate Lula-Alckmin Presidential Ticket
The Superior Electoral Court (TSE) formally admitted a lawsuit from rival Flávio Bolsonaro seeking to revoke President Lula and Vice-President Alckmin's ticket over a 2026 Carnival parade.

Lula and Flávio Bolsonaro Locked in Statistical Tie for 2026 Brazil Presidential Election
Recent Datafolha and BTG/Nexus polls confirm a statistical tie between President Lula and Senator Flávio Bolsonaro, raising political uncertainty ahead of the October vote.

Dry Start in Western Bahia’s Soybean Belt Threatens Planting Delay
A seven-day dry spell with no recorded rainfall in Luís Eduardo Magalhães, a key hub in the MATOPIBA agricultural frontier, is raising the risk of delayed soybean planting for the 2026/2027 season.

Morgan Stanley Warns Brazil's Post-Election Fiscal Confidence May Underprice Real Risk
Analysts at Morgan Stanley caution that market confidence in a limited fiscal adjustment after the October 2026 election is dangerously high, warning a lack of a credible spending plan could trigger a severe crisis for the Brazilian Real and interest rates.

Brazil’s Electoral Court Upholds Voting Rights for Pre-Trial Detainees in 2026 Election
Brazil’s Superior Electoral Court unanimously ruled that provisional prisoners can vote in the 2026 general election, suspending a new law that sought to bar them.

Brazil’s Agribusiness Funds See Trading Volume Spike Ahead of Key Tax Vote
Trading volume for Brazil's Fiagros surged 57% in August, as investors race to enter the tax-exempt funds before a Provisional Measure takes effect in January 2026.

Dry Soil Halts Soybean Planting in Critical Brazil Regions as El Niño Effect Takes Hold
A dry spell in Goiás and Bahia, with one region seeing no rain in a week, is threatening to delay the start of the 2026/27 Brazil soybean planting season.

Electoral Gridlock Stalls Brazil’s Congress, Leaving Major Reforms and Five Provisional Decrees in Limbo
The Brazilian legislative calendar has slowed significantly ahead of the October 2026 general election, leading to the postponement of structural policies and the expiration of Provisional Decrees.

US Pressure Campaign on Brazil’s Supreme Court, Election Tied to Trade Tariffs
Diplomatic sources indicate the US sought judicial guarantees and 'dissident' protection as conditions to lower tariffs, injecting geopolitical risk into the Brazil election.

Global Speculators Bet on Soybean Rally as Brazil Begins Planting Record-Breaking Crop
Large speculators are net-long 273,424 soybean contracts on the CBOT, positioning for a price spike as Brazil starts its 2026-27 planting season.

Brazil’s Micro and Small Businesses Face Strategic Tax Deadline in Consumption Reform
Thousands of companies in Brazil's Simples Nacional tax regime must choose their structure for the new IBS and CBS consumption taxes by September 30, 2026.

Wealth Gap Deepens: One in Five Candidates in Brazil’s 2026 Election is a Declared Millionaire
An analysis of candidate asset declarations for the 2026 general election shows 18.6% of candidates declared a net worth of R$1 million or more, a record high.

Dry Weather in Brazil’s Agribusiness Capitals Threatens Start of Soybean Planting
A dry spell in key Brazilian grain hubs like Sorriso, MT, and Luís Eduardo Magalhães, BA, is creating water stress and risking delays for the 2026/27 soybean crop.