Search

58 results for “Brazil inflation

Brazil’s Central Bank Set for Selic Cut, but Caution on Inflation Clouds Long-Term Bond Outlook
PROInvestingSep 15

Brazil’s Central Bank Set for Selic Cut, but Caution on Inflation Clouds Long-Term Bond Outlook

Brazil’s Central Bank is expected to cut the benchmark Selic interest rate to 13.75%, but its forward guidance will be scrutinized for signals on future cuts given long-term inflation concerns.

Brazil's Deflationary Surprise Was a Power Credit Mirage, Testing Central Bank’s Resolve on Selic Rate Cut
PROInvestingSep 11

Brazil's Deflationary Surprise Was a Power Credit Mirage, Testing Central Bank’s Resolve on Selic Rate Cut

Brazil's official inflation index dropped 0.32% in August, the largest deflation in four years, but the figure was nearly all due to a one-off power bill credit.

Brazil’s Inflation Posts Steepest Deflation in Four Years, Intensifying Pressure for Deeper Rate Cuts
PROMarketsSep 11

Brazil’s Inflation Posts Steepest Deflation in Four Years, Intensifying Pressure for Deeper Rate Cuts

Brazil’s official IPCA inflation index recorded a deeper-than-expected deflation of -0.32% in August 2026, driven by an electricity bill credit, likely pushing the Central Bank to accelerate its interest rate cutting cycle.

Oil at Six-Week High Piles Pressure on Petrobras Fuel Pricing Policy, Raising Brazil Inflation Risk
PROMarketsSep 07

Oil at Six-Week High Piles Pressure on Petrobras Fuel Pricing Policy, Raising Brazil Inflation Risk

Brent crude nears $98 on US-Iran tensions, forcing Brazil's Petrobras to weigh domestic price stability against market costs.

Oil Nearing $100 Creates Double-Edged Sword for Brazil's Economy and Petrobras
PROMarketsSep 07

Oil Nearing $100 Creates Double-Edged Sword for Brazil's Economy and Petrobras

Global oil's surge toward $100/barrel delivers a fiscal windfall to Brazil and Petrobras but threatens to reignite domestic inflation.

Supply Squeeze Pushes Brazilian Rents Above Official Inflation Rate
InvestingSep 07

Supply Squeeze Pushes Brazilian Rents Above Official Inflation Rate

Residential rents in Brazil's major cities are surging faster than inflation, driven by high interest rates and a lack of housing supply.

El Niño Threatens Brazil's Inflation Target, With Fresh Food Prices Projected to Rise Nearly 20%
PROMarketsAug 23

El Niño Threatens Brazil's Inflation Target, With Fresh Food Prices Projected to Rise Nearly 20%

Climate shock from a strong El Niño could push Brazilian food prices up by 19.9%, forcing the Central Bank to maintain higher interest rates.

Brazil TCU Reverses Block on R$5 Billion Energy Subsidy
MarketsAug 20

Brazil TCU Reverses Block on R$5 Billion Energy Subsidy

Brazil's Federal Court of Auditors (TCU) quickly lifted a block on a R$5 billion energy subsidy, averting major electricity tariff hikes in an election year.

Lower Brazil Inflation Slashes KNCA11 FIAGRO Dividend by 11.5%
InvestingAug 11

Lower Brazil Inflation Slashes KNCA11 FIAGRO Dividend by 11.5%

Kinea Crédito Agro fund KNCA11 dropped its monthly payout to R$ 1.00 as lower IPCA inflation impacted income.

Brazil’s IFIX Real Estate Index Retreats Below 3,800 Amid High Real Interest Rates
PROInvestingJul 30

Brazil’s IFIX Real Estate Index Retreats Below 3,800 Amid High Real Interest Rates

The IFIX (FII Index) fell 0.26% to 3,797.33, confirming that restrictive monetary policy and high fixed-income competition remain the primary headwind for Brazil real estate funds.

Unexpectedly Low IPCA-15 Fuels Selic Cut Hopes, Boosting Outlook for Brazilian Small-Cap Stocks
PROSmall CapsJul 28

Unexpectedly Low IPCA-15 Fuels Selic Cut Hopes, Boosting Outlook for Brazilian Small-Cap Stocks

Brazil's July IPCA-15 inflation print of 0.06% was far below expectations, reinforcing a dovish outlook for the August Copom decision and pointing to a potential valuation boost for leveraged B3 small-caps.

Hawkish Fed Speculation Trumps Soft IPCA-15, Pushing USD/BRL Higher
CurrenciesJul 28

Hawkish Fed Speculation Trumps Soft IPCA-15, Pushing USD/BRL Higher

Real fails to gain ground after mid-July inflation undershoots expectations, as market focus shifts to hawkish Fed outlook.

Brazil Inflation Bond Sales Hit 20-Year Low on Debt Rivalry
PROMarketsJul 28

Brazil Inflation Bond Sales Hit 20-Year Low on Debt Rivalry

Brazil's NTN-B inflation-linked bond emissions plummeted to a 20-year low as tax-exempt private fixed income drains demand, pushing the Treasury abroad.

Brazil Inflation-Linked Bond Issuance Plummets to 20-Year Low
PROMarketsJul 28

Brazil Inflation-Linked Bond Issuance Plummets to 20-Year Low

Brazil's NTN-B bond issuance hits a 20-year low as rising fiscal risks and competition from tax-exempt corporate debt damp institutional demand.

Brazil NTN-B Demand Hits 20-Year Low on Fiscal Risks
MarketsJul 28

Brazil NTN-B Demand Hits 20-Year Low on Fiscal Risks

Institutional demand for Brazil's inflation-linked NTN-B bonds has collapsed to a 20-year low, pushing secondary market yields above IPCA + 8%.

USD BRL Eases as Brazil Mid-July Inflation Cools to 0.06%
CurrenciesJul 28

USD BRL Eases as Brazil Mid-July Inflation Cools to 0.06%

Brazil's IPCA-15 mid-July inflation slowed to 0.06%, dragging the annual rate to 4.52% as markets await the next Copom decision on the Selic rate.

Regulatory Risk in Brazil Power Tariffs Damps Low Inflation
PoliticsJul 28

Regulatory Risk in Brazil Power Tariffs Damps Low Inflation

Brazil's July IPCA-15 inflation slowed to 0.06%, but a 3.03% spike in residential electricity driven by regulatory adjustments poses risks for utility stocks.

Geopolitical De-escalation Strengthens BRL Towards R$5.07
CurrenciesJul 28

Geopolitical De-escalation Strengthens BRL Towards R$5.07

A diplomatic truce between the U.S. and Iran has reduced global risk, driving the Brazilian real stronger and boosting Ibovespa futures in early trading.

USD BRL Hits Two-Week High Ahead of Fed and Inflation Data
CurrenciesJul 28

USD BRL Hits Two-Week High Ahead of Fed and Inflation Data

The Brazilian real fell to a two-week low against the US dollar as commodity shocks and hawkish Fed expectations pressure emerging market assets.

BRL Carry Trade Faces Headwinds as Dollar Nears R$5.28 Forecast
PROCurrenciesJul 28

BRL Carry Trade Faces Headwinds as Dollar Nears R$5.28 Forecast

The Brazilian real faces a potential 3.36% depreciation toward R$5.28, threatening the lucrative BRL carry trade despite high local Selic interest rates.

Brazil Stock Market Today: Fiscal Risks Cloud Inflation Relief
MarketsJul 28

Brazil Stock Market Today: Fiscal Risks Cloud Inflation Relief

Brazil's Ibovespa rises despite warnings from FGV that a doubling fiscal impulse threatens the Copom rate-cut outlook, creating a mixed backdrop for EWZ.

Brazilian Real Slides Past R$ 5.11 as Global Risks Rise
CurrenciesJul 28

Brazilian Real Slides Past R$ 5.11 as Global Risks Rise

The Brazilian real fell to R$ 5.11 against the US dollar amid a lack of support from global oil prices and cautious international market sentiment.

Brazilian Real Holds Near 5.11 Despite US Tariff Headwinds
CurrenciesJul 28

Brazilian Real Holds Near 5.11 Despite US Tariff Headwinds

The Brazilian Real hovers near 5.11 as Middle East geopolitical relief offsets new 25% US tariffs ahead of the upcoming hawkish FOMC hold.

Brazilian Real Gains on Carry Trade Appeal Amid High Selic Rate
CurrenciesJul 28

Brazilian Real Gains on Carry Trade Appeal Amid High Selic Rate

The Brazilian real hits a seven-week high of 5.06 per USD as investors chase lucrative carry trades driven by Brazil's restrictive 14.25% Selic rate.

Lula Congressional Support Halves, Escalating Brazil Fiscal Risks
PoliticsJul 28

Lula Congressional Support Halves, Escalating Brazil Fiscal Risks

Brazil's Senate support for President Lula's priority bills has plummeted to 38.5%, fueling investor concern over fiscal gridlock and USD/BRL volatility.

Brazil Files WTO Case Against US Tariffs as Trade Row Escalates
PROAgroJul 28

Brazil Files WTO Case Against US Tariffs as Trade Row Escalates

Brazil has requested WTO consultations over US Section 301 tariffs, introducing fresh risk for B3 stocks, the EWZ ETF, and the USD/BRL exchange rate.

Brazil Stock Market Today: Inflation Slowdown and Petrobras Drive Focus
MarketsJul 28

Brazil Stock Market Today: Inflation Slowdown and Petrobras Drive Focus

Lower July IPCA-15 inflation expectations and Petrobras' Q2 production report boost the Ibovespa today as investors eye potential Selic rate cuts.

Oil Price Plunge Fails to Buoy Ibovespa as PETR4 Drags Index Down
MarketsJul 27

Oil Price Plunge Fails to Buoy Ibovespa as PETR4 Drags Index Down

Crude prices tumble nearly 6% on US-Iran geopolitical pause, easing Brazil inflation fears; Ibovespa falls 1.52% as Petrobras stock is hit.

Brazil Election Nominations Begin, Fueling Market Volatility
PoliticsJul 24

Brazil Election Nominations Begin, Fueling Market Volatility

Brazil's official candidate nomination window has opened, signaling a period of intense political polarization and fiscal uncertainty for global investors.

Brazilian Real Hits 7-Week High on Middle East Energy Carry Trade
CurrenciesJul 24

Brazilian Real Hits 7-Week High on Middle East Energy Carry Trade

The USD/BRL drops to 5.07 as escalating Middle East tensions drive global oil buyers to Brazil, boosting the Real alongside its high 14.25% Selic rate.