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602 results for “real

Geopolitical Risk Premium Hits Brazilian Real as US Revokes Ambassador’s Visa
CurrenciesAug 06

Geopolitical Risk Premium Hits Brazilian Real as US Revokes Ambassador’s Visa

The Brazilian Real faced a sharp climb in volatility after US-Brazil diplomatic tensions escalated, driven by a visa revocation.

HGBS11 Locks In 100% Asset Control With R$ 216.3 Million Strategic Acquisition
PROInvestingAug 06

HGBS11 Locks In 100% Asset Control With R$ 216.3 Million Strategic Acquisition

Hedge Brasil Shopping FII (HGBS11) secures full ownership of a key asset for R$ 216.3 million, aligning with its strategy of portfolio consolidation.

'Bomb Cyclone' Threatens Southern Brazil Grain Logistics, Winter Crops; Inmet Issues Danger Alert
PROAgroAug 06

'Bomb Cyclone' Threatens Southern Brazil Grain Logistics, Winter Crops; Inmet Issues Danger Alert

An Inmet 'danger' alert for a 'bomba cyclone' from August 6-8 puts Brazilian grain logistics and winter wheat crops in Rio Grande do Sul and Paraná at high risk.

Fiagro SNFZ11 Rises 2.04%, Signaling Strength in Brazil Agricultural Land-Backed Strategy
InvestingAug 06

Fiagro SNFZ11 Rises 2.04%, Signaling Strength in Brazil Agricultural Land-Backed Strategy

The Suno Fazendas Fiagro outpaced the IFIX, driven by its dual strategy of acquiring land for long-term appreciation and generating income from leasing.

Brazilian IFIX Index Retreats for Second Day Amid Consolidation, Closing at 3,781.99
PROInvestingAug 06

Brazilian IFIX Index Retreats for Second Day Amid Consolidation, Closing at 3,781.99

Brazil’s FII Index, IFIX, fell 0.06% to 3,781.99 points for the second consecutive session, signaling short-term caution in Real Estate Investment Funds.

Brazilian Real Holds Steady Near R$5.12 as Copom Delivers Expected Rate Cut to 14.00%
PROCurrenciesAug 06

Brazilian Real Holds Steady Near R$5.12 as Copom Delivers Expected Rate Cut to 14.00%

Brazil’s central bank cut the Selic rate by 25 basis points to 14.00%, a move that was fully priced in, stabilizing USD/BRL.

Political Logjam on Fiscal Adjustment Curbs Central Bank’s Scope for Deeper Selic Rate Cuts
PROPoliticsAug 06

Political Logjam on Fiscal Adjustment Curbs Central Bank’s Scope for Deeper Selic Rate Cuts

The Copom’s fourth consecutive 25-bps cut to 14.00% is overshadowed by political failure to deliver a credible fiscal adjustment.

Brazil’s Central Bank Cuts Selic to 14.00%, But Cautious Tone Signals End of Faster Easing Cycle
PROMarketsAug 06

Brazil’s Central Bank Cuts Selic to 14.00%, But Cautious Tone Signals End of Faster Easing Cycle

Copom cut the Selic benchmark interest rate by 25bps to 14.00%, but the communique signals caution on the pace of future cuts.

USD/BRL Spikes to R$5.13 on Diplomatic Row as US Sanctions Fear Ramps Up Political Risk
CurrenciesAug 06

USD/BRL Spikes to R$5.13 on Diplomatic Row as US Sanctions Fear Ramps Up Political Risk

The Brazilian real sharply depreciated, hitting R$5.13 this week as a US-Brazil diplomatic row introduced a severe geopolitical risk premium.

US Revokes Brazilian Ambassador's Visa, Escalating Diplomatic Crisis Ahead of October Election
PoliticsAug 05

US Revokes Brazilian Ambassador's Visa, Escalating Diplomatic Crisis Ahead of October Election

US visa revocation for Ambassador Viotti formalizes diplomatic rift with Lula's government, adding political risk to the Real and Brazilian ADRs.

GARE11 FII Acquires R$119.8M Carrefour Warehouse, Focuses on Logistics Portfolio Rebalance
InvestingAug 05

GARE11 FII Acquires R$119.8M Carrefour Warehouse, Focuses on Logistics Portfolio Rebalance

Brazilian FII GARE11 completed the R$119.81 million purchase of a Carrefour logistics warehouse in Itapevi as part of a strategic rebalancing.

CPLG11 Approves R$300 Million Public Offering for Logistics Expansion
InvestingAug 05

CPLG11 Approves R$300 Million Public Offering for Logistics Expansion

Capitânia Logística FII (CPLG11), a Brazilian Real Estate Investment Trust, approved its 6th public offering to raise up to R$300 million for new logistics asset acquisitions.

Brazilian Real Slides Past R$5.13 Against Dollar as Oil Price Collapse and Political Risk Mount
PROCurrenciesAug 05

Brazilian Real Slides Past R$5.13 Against Dollar as Oil Price Collapse and Political Risk Mount

A sharp drop in crude oil prices combined with renewed political uncertainty pushed the BRL to its weakest close since mid-July.

Brazil’s Paper FII Battle: MXRF11’s Liquidity Edge Against VGHF11’s Deep NAV Discount and High Yield
PROInvestingAug 05

Brazil’s Paper FII Battle: MXRF11’s Liquidity Edge Against VGHF11’s Deep NAV Discount and High Yield

A look at the trade-off for investors between the massive size and liquidity of the MXRF11 FII and the superior dividend yield and discount-to-NAV of the VGHF11 FII.

Iguatemi (IGTI11) Recurrent Profit Jumps 22.1%, Overshadowing Consolidated Loss
PROMarketsAug 05

Iguatemi (IGTI11) Recurrent Profit Jumps 22.1%, Overshadowing Consolidated Loss

Iguatemi reported a 22.1% rise in pro forma recurring profit for Q2, allowing investors to value core operations over the temporary consolidated loss.

Major Institution Forecasts Brazilian Real Depreciation to R$5.30 by 2026 Despite Current Strength
PROCurrenciesAug 05

Major Institution Forecasts Brazilian Real Depreciation to R$5.30 by 2026 Despite Current Strength

A major bank maintains a cautious long-term forecast for the USD/BRL exchange rate, citing structural limits to the Real's appreciation.

Capitânia Logística FII Launches R$300 Million Public Offering to Fund Logistics Real Estate Expansion
InvestingAug 05

Capitânia Logística FII Launches R$300 Million Public Offering to Fund Logistics Real Estate Expansion

Capitânia Logística FII (CPLG11) approved its 6th quota issuance to raise up to R$300 million to expand its high-performing logistics portfolio.

USD/BRL Volatility Jumps on US Sanctions Risk and Strait of Hormuz Tensions
CurrenciesAug 05

USD/BRL Volatility Jumps on US Sanctions Risk and Strait of Hormuz Tensions

The Brazilian real depreciated sharply following an escalation of US-Brazil diplomatic tension and fresh Middle East geopolitical risk.

GARE11 Logistics FII Concludes R$119.8M Carrefour Warehouse Acquisition, Projecting Double-Digit Yield
PROInvestingAug 05

GARE11 Logistics FII Concludes R$119.8M Carrefour Warehouse Acquisition, Projecting Double-Digit Yield

Guardian Real Estate FII (GARE11) closes R$119.8M Carrefour logistics warehouse deal in São Paulo, structured for accretive yield.

Brazil Paper FII Giants MXRF11 and VGHF11 Diverge on Strategy and Risk Profile
PROInvestingAug 05

Brazil Paper FII Giants MXRF11 and VGHF11 Diverge on Strategy and Risk Profile

The two most-followed FIIs de Papel on the B3 are on separate paths, with MXRF11 focused on liquidity and scale, while VGHF11 pivots to a FOF strategy.

Speculators Maintain Significant Net-Long Bet on Soybean Futures, Signaling Bullish Conviction for Brazil Agribusiness
PROMarketsAug 05

Speculators Maintain Significant Net-Long Bet on Soybean Futures, Signaling Bullish Conviction for Brazil Agribusiness

Large non-commercial traders held a 123,705 net-long position in soybean futures, a key indicator for Brazil agribusiness.

GGRC11 Logistics FII Completes R$510 Million Acquisition Spree, Upgrading Portfolio for Stable Returns
InvestingAug 05

GGRC11 Logistics FII Completes R$510 Million Acquisition Spree, Upgrading Portfolio for Stable Returns

Brazil FII GGRC11 expanded its logistics portfolio by over R$510 million, financed by a quota issuance, signaling potential dividend stability.

Logistics FII GARE11 Acquires Carrefour Warehouse for R$119.8M, Citing Above-Guidance Return Potential
PROInvestingAug 05

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.

COPOM Set to Cut Selic Rate to 14.00%; Guidance on Future Cuts is Key for Real, Ibovespa
PROMarketsAug 05

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.

Capitânia Logística FII Launches R$300 Million Follow-On Offering to Fuel Logistics Property Expansion
PROInvestingAug 05

Capitânia Logística FII Launches R$300 Million Follow-On Offering to Fuel Logistics Property Expansion

Capitânia Logística FII (CPLG11) approved its 6th public issuance of quotas to raise up to R$300 million, targeting expansion in Brazil's logistics real estate sector.

Brazilian Real Slides on Commodity Correlation as Brent Crude Plunge Confirms Vulnerability
PROCurrenciesAug 05

Brazilian Real Slides on Commodity Correlation as Brent Crude Plunge Confirms Vulnerability

The Brazilian Real's recent weakness highlights an elevated correlation with crude oil prices, pushing the USD/BRL pair higher despite a softer U.S. Dollar Index (DXY).

STF Takes Up Gambling Ban Constitutionality Today, Signaling Multi-Billion Dollar Tourism and Real Estate Opportunity
PROPoliticsAug 05

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.

Political Risk Spikes on US Sanctions Threat, Driving Real to Lag All EM Currencies
CurrenciesAug 05

Political Risk Spikes on US Sanctions Threat, Driving Real to Lag All EM Currencies

The Brazilian Real was the worst-performing liquid currency against the dollar as US sanctions threats amplified political risk.

Brazilian Real Rally Pauses as Importers Step In, Establishing R$5.05 as Technical Floor for USD/BRL
PROCurrenciesAug 04

Brazilian Real Rally Pauses as Importers Step In, Establishing R$5.05 as Technical Floor for USD/BRL

The Brazilian Real's recent rally stalled near R$5.05 after increased demand for US Dollar from domestic importers and bank treasuries.

Brazilian Real Volatility Spikes as USD/BRL Breaches Central Bank's R$5.10 Model Ahead of Expected Selic Cut
MarketsAug 04

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.