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Lula Suspends Tariff Threat on US Goods, But Keeps Economic Reciprocity Law Ready
PoliticsSep 21

Lula Suspends Tariff Threat on US Goods, But Keeps Economic Reciprocity Law Ready

President Lula announced Brazil will hold off on retaliatory tariffs against the US while trade negotiations continue, despite a formal start to the reciprocity process.

Brazilian Intelligence Agency Warns Government, Court of ‘Critical’ US Interference Risk in Election
PoliticsSep 21

Brazilian Intelligence Agency Warns Government, Court of ‘Critical’ US Interference Risk in Election

Brazil’s spy agency, ABIN, has alerted the Lula government and the TSE of a critical risk of US pressure and interference in the current electoral process.

Lula to Open UN General Assembly with Call for Security Council Reform and Warning Against Election Interference
PoliticsSep 20

Lula to Open UN General Assembly with Call for Security Council Reform and Warning Against Election Interference

Brazil's President Lula will use UN platform to push for Global South power and caution US against meddling in his re-election bid.

Lula Links New Equatorial Margin Oil Frontier to Sovereignty, Warning of US Interest
PROPoliticsSep 18

Lula Links New Equatorial Margin Oil Frontier to Sovereignty, Warning of US Interest

President Luiz Inácio Lula da Silva called the Equatorial Margin a potential "new pre-sal," framing the exploration push by Petrobras as a defense of Brazilian sovereignty against perceived US interest.

Trump Administration Tied Tariff Relief to Brazil’s 2026 Election Interference Veto
PoliticsSep 17

Trump Administration Tied Tariff Relief to Brazil’s 2026 Election Interference Veto

Documents show the U.S. demanded Brazil protect political dissidents—seen as an attempt to intervene for ineligible former President Bolsonaro—to lift 50% tariffs in late 2025.

US-Brazil Tariff Talks Fail to End Trump-Era 37.5% Tax on Key Brazilian Exports
PROPoliticsSep 07

US-Brazil Tariff Talks Fail to End Trump-Era 37.5% Tax on Key Brazilian Exports

Brazilian exporters face continued high costs after trade talks with the US failed to remove combined tariffs of up to 37.5%.

PROPoliticsAug 23

Brazil Formally Triggers Retaliation Process Against US Tariffs Under New Reciprocity Law

Brazil has begun the formal process to apply its Economic Reciprocity Law against US tariffs, escalating bilateral trade tensions.

PROPoliticsAug 22

Lula-Trump Phone Call Restarts Talks to Defuse Looming US Tariff Threat on Brazilian Goods

Brazil's Lula and US President Trump spoke for an hour, agreeing to resume talks to counter the 25% US tariffs recently imposed on Brazilian products.

Election Risk Trumps Yield: Global Funds Unwind Favored Brazilian Real Carry Trade
PROCurrenciesAug 22

Election Risk Trumps Yield: Global Funds Unwind Favored Brazilian Real Carry Trade

Institutional investors are moving away from the Brazilian Real after major banks downgraded assets, pricing in a high 'electoral risk premium' over fiscal uncertainty.

Lula-Trump Call Re-Opens Trade Dialogue as US and Brazil Negotiators Target Tariffs
PROPoliticsAug 21

Lula-Trump Call Re-Opens Trade Dialogue as US and Brazil Negotiators Target Tariffs

US and Brazilian trade officials will resume technical talks on US tariffs next week, following a call between Presidents Lula and Trump.

U.S. Revokes Brazil Ambassador’s Visa as Lula Withholds Approval for Trump Nominee Daniel Perez
PROPoliticsAug 19

U.S. Revokes Brazil Ambassador’s Visa as Lula Withholds Approval for Trump Nominee Daniel Perez

Diplomatic row escalates after Brazil delays agrément for US ambassador nominee Daniel Perez until after October election.

US Sanctions Threat Against Moraes Escalates Brazil Election Risk
PROPoliticsAug 17

US Sanctions Threat Against Moraes Escalates Brazil Election Risk

The Trump administration is reportedly considering reimposing sanctions on Supreme Court Justice Alexandre de Moraes, introducing new geopolitical friction.

Lula Escalates US Diplomatic Row After Ambassador's Visa Revocation, Citing Election Interference
PROPoliticsAug 15

Lula Escalates US Diplomatic Row After Ambassador's Visa Revocation, Citing Election Interference

US revocation of Ambassador Maria Luiza Ribeiro Viotti's visa is now central to Brazil's election-year feud with the Trump administration.

US Authorizes Offensive Cyber Operations Targeting Transnational Criminal Organizations, Including Brazil's PCC and Comando Vermelho
PROTechAug 13

US Authorizes Offensive Cyber Operations Targeting Transnational Criminal Organizations, Including Brazil's PCC and Comando Vermelho

A new US National Security Presidential Memorandum allows private companies to conduct offensive cyber operations against foreign criminal groups like Brazil's PCC and CV.

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.

ISA Energia Net Income Plunges 32% as R$17.7 Billion Debt Load Trumps Operating Gains
InvestingAug 04

ISA Energia Net Income Plunges 32% as R$17.7 Billion Debt Load Trumps Operating Gains

Brazilian utility ISAE4 reported a 32% net income drop to R$174M in 2Q26, underscoring high-rate pressure on indebted infrastructure stocks.

Trump Renews National Emergency Against Brazil, Extending IEEPA Sanctions Threat Until 2027
PROPoliticsJul 29

Trump Renews National Emergency Against Brazil, Extending IEEPA Sanctions Threat Until 2027

The US extended its 'national emergency' on Brazil, maintaining the legal power (IEEPA) to impose sanctions and raising geopolitical risk for the Brazilian Real and US-exposed firms.

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.

Trump’s 25% Tariffs on Brazil Take Effect as Planalto Waits
PROPoliticsJul 22

Trump’s 25% Tariffs on Brazil Take Effect as Planalto Waits

New 25% U.S. Section 301 tariffs on Brazilian goods take effect, targeting $15 billion in exports while Brazil holds off on immediate retaliation.

Trump Generic Drug Tariffs Give Manufacturers Two-Year Window
PoliticsJul 22

Trump Generic Drug Tariffs Give Manufacturers Two-Year Window

Trump delays generic drug tariffs to 2028 under Section 232, giving global pharma firms a two-year window to reshore supply chains before a 100% duty hits.

Trump Tariffs to Hit 36.5% of Brazil Ag Exports to US
AgroJul 20

Trump Tariffs to Hit 36.5% of Brazil Ag Exports to US

A 25% US tariff taking effect July 22 will hit $4.6 billion of Brazilian agricultural exports, squeezing margins and forcing a pivot to alternative global markets.

Trump's Tariffs Spare Brazilian Beef and Coffee but Hit Ethanol
AgroJul 16

Trump's Tariffs Spare Brazilian Beef and Coffee but Hit Ethanol

The USTR's new 25% Section 301 tariffs on Brazil exempt multi-billion dollar beef and coffee exports but penalize the sugarcane and biofuel sectors.

Brazil Niche Agro Sectors Fight 25% US Tariff in Washington
AgroJul 07

Brazil Niche Agro Sectors Fight 25% US Tariff in Washington

Brazilian exporters of soluble coffee, honey, and seafood lobby alongside US buyers at USTR hearings to block a proposed 25% tariff.

Brazilian Agro Fights Trump's 25% Tariff Threat in Washington
AgroJul 07

Brazilian Agro Fights Trump's 25% Tariff Threat in Washington

Brazilian exporters launch a final defense at USTR public hearings to block a sweeping 25% tariff on coffee, ethanol, and beef before the July 15 deadline.