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38 results for “fiscal policy”
Flávio Bolsonaro Vows to Scrap All Haddad-Era Tax Hikes, Signaling Radical Fiscal Shift
Presidential candidate Flávio Bolsonaro’s economic coordinator announced a plan to revoke all revenue-raising measures implemented by Finance Minister Fernando Haddad.
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.
Tight Polls Drive Brazilian Real Volatility as Political Risk Premium Surges
The Brazilian Real and local equities face sustained volatility as presidential election polls tighten, forcing investors to price in a higher political risk premium tied to future fiscal policy.
Brazil Election's Stark Choice: Privatization Versus State Control of National Assets
With a month until the first-round vote, Brazil's presidential election presents a sharp divergence on the future ownership of state-controlled firms and the direction of fiscal policy.
Statistical Tie Between Lula and Flávio Bolsonaro Drives Brazilian Market Rally
A statistical tie in recent polls between incumbent Lula and challenger Flávio Bolsonaro has fueled optimism in Brazilian markets, which are anticipating a shift toward stricter fiscal policy.
Brazil’s 2026 Election Presents Stark Fiscal Choice: Lula’s Revenue Push vs. Bolsonaro’s ‘Scissor Cut’
The 2026 Brazilian election pits incumbent Lula’s plan to fix public finances via new taxes against challenger Flávio Bolsonaro’s proposal for deep spending cuts, but analysts doubt either plan stabilizes the growing public debt.
Supreme Court Crisis Fuels Flávio Bolsonaro’s Surge Over Lula in Brazil Presidential Race
An unprecedented institutional crisis in Brazil’s Supreme Court involving Justice Alexandre de Moraes has driven challenger Flávio Bolsonaro into the lead in presidential prediction markets.
Brazil Real Decouples from Global Dollar Trend on Shifting Election Trade
The Brazilian Real recently moved against the global strengthening of the US Dollar, driven by a domestic "electoral trade" focused on reduced political risk premium ahead of the presidential vote.
Brazil Banks Warn: Fiscal Plan Essential Post-Election to Avoid 20% Rates
Investment banks warn that Brazil's next president must deliver a strict budget plan to prevent interest rates from soaring to 20% amid rising debt.
Lula’s R$200 Billion Pre-Election Stimulus Falls Short as Consumer Debt Limits Economic Impact
Economists estimate President Lula's major stimulus package is delivering less than two-thirds of its intended boost to Brazil's economy due to high household indebtedness and bank risk aversion.
Lula Re-election Platform Vows Adherence to Fiscal Rule While Targeting Congressional ‘Pork-Barrel’ Spending
Brazil's President Lula da Silva’s re-election platform promises to maintain the New Fiscal Framework while proposing a reorganization of parliamentary budget amendments.
Brazilian Real Strengthens as Tightening Polls Put Flávio Bolsonaro’s Fiscal Promises in Focus
The Brazilian currency climbed to an over three-week high against the dollar, as new presidential election polls showed a near-tie between the incumbent and challenger Flávio Bolsonaro, whom markets view as more fiscally conservative.
Brazil’s Election Focuses on Divergent Paths to Fiscal Stability Amid Rising Public Debt
The 2026 Brazilian presidential race centers on sharply contrasting fiscal proposals to manage rising public debt and federal spending.
Brazil’s Fiscal Reckoning: Post-Election Adjustment Looms as Debt Debate is Deferred
A painful fiscal correction is inevitable for the next Brazilian president, driving up the country's risk premium as the debate is shelved until after the October election.
Fiscal Clash in São Paulo Governor’s Race Pits Federal Finance Chief Against Pro-Bolsonaro Incumbent
The election for São Paulo governor—Brazil’s economic engine—is a proxy war over economic ideology with national stakes.
Tightening Brazil Election Race Lifts Real as Markets Price In Bolsonaro Fiscal Restraint
The Brazilian Real has strengthened to a three-week high against the dollar after polls showed President Lula and Senator Flávio Bolsonaro locked in a technical tie.
Bolsonaro Challenger Proposes R$190 Billion Fiscal Cut and 20-Year Legal Stability for Investors
Senator Flávio Bolsonaro's presidential platform targets a 1.5% GDP cut, a new fiscal framework, and Judiciary spending.
Tightening Brazil Election Race Pushes Brazilian Real Stronger Against the Dollar
The Brazilian Real appreciated significantly as the presidential race between Lula and Flávio Bolsonaro narrows, reducing political risk premium.
Fiscal Risk and Election Uncertainty Push Brazilian Real, Analysts Warn of R$6.00 USD/BRL Scenario
Brazil's currency is weakening as financial institutions warn a lack of post-election fiscal reform could send the USD/BRL to R$6.00.
Revival of Brazil’s Controversial CPMF Tax Proposed by Minor Presidential Candidate
A candidate in Brazil's election proposes reviving the CPMF financial transaction tax, raising a low-probability, high-impact policy risk.
Tightening Presidential Race in Brazil Sends Market Volatility Soaring
A new Quaest poll showing a second-round tie between Lula and Flávio Bolsonaro triggered a major Brazilian market rally.
Brazil’s Biggest Fiscal Threat is a Slow Deterioration, Not a Sudden Crisis
Brazil’s failure to contain spending, projecting a R$59.1 billion primary deficit for 2026, poses the biggest risk to the economy.
Fiscal Strain Pushes Brazil’s Real Bond Yields to Unsustainable Highs Ahead of Election
Brazil's real interest rates on long-term government bonds have surpassed 8%, driven by deep market concern over fiscal stability.
Fiscal Showdown Defines Brazil’s 2026 Presidential Race as Debt Hits Critical Level
Brazil's presidential election pits Lula's spending continuity against a debt-linked cap from the opposition, with public debt at 81.9% of GDP.
Brazil’s Presidential Candidates Avoid Concrete Fiscal Plans, Raising Macroeconomic Uncertainty
The tight 2026 Brazil election race between Lula and Flávio Bolsonaro is increasing country risk due to a lack of detailed budget proposals.
Brazil’s Fiscal Impulse Blamed for Two-Thirds of Long-Term Interest Rate Surge
Structural fiscal concerns in Brazil, driven by spending, are responsible for 63% of the recent surge in 10-year interest rates.
Lula Deploys Pro-Market Deputies to Assure Fiscal Rigor Amid Brazil Election Campaign
Vice President Geraldo Alckmin and Finance Ministry officials are publicly defending fiscal balance to calm market concerns about government spending.
Brazil Asset Drop Signals Election Risk as Lula's Poll Lead Confirms Fiscal Fears
The official start of Brazil's presidential campaign has led to a market sell-off, driven by incumbent Lula's lead in recent polls.
Brazil’s Fiscal Fight Splits Election: Lula’s Bloc Focuses on New Revenue, Bolsonaro’s on Debt-Linked Spending Cuts
Foreign investors are unnerved by the starkly contrasting fiscal proposals from Brazil's leading political blocs as they eye the country's rising sovereign debt.
Brazil Congress Passes Fuel Tax Cut Bill Riddled With R$600 Million in Industry Tax Breaks
Brazil's Congress passed a major fuel tax cut bill, but only after adding multiple unrelated tax breaks, known as jabutis.