Low Inflation Will Melt NTN-B Returns: Serra
Ex-Banco Central director Bruno Serra warns near-zero IPCA will erode NTN-B returns and forecasts a Selic rate cut in 2026 amid economic contraction.
Economy
Mover Agrees to Sell Its Stake in Motiva via Bradesco BBI
Grupo Mover agrees to sell its stake in Motiva, formerly CCR, via Bradesco BBI. See what this deal means for Brazil's infrastructure sector.
Simpar Posts Record Services Revenue in Q2 2026
Simpar hits record services revenue of R$9.39bn in Q2 2026, with net revenue up 8.8% YoY and leverage at its lowest since the 2010 IPO.
Galípolo Meets BRB Chief Amid Rescue Delays
Brazil's Central Bank chief met BRB president as the Brasília bank awaits a R$6.6bn rescue package delayed by contract and audit hurdles.
Brazil Soy Prices Jump 10% in July
Brazilian soybean prices rose over 10% in July 2025, with Paranaguá port quotes hitting their best nominal level since 2023. Here's what's driving
Brazil's 2026 Inflation Forecast Falls 4th Week
Brazil's Focus survey shows a fourth straight week of falling 2026 inflation forecasts. The IPCA projection dropped to 5.12%, signaling easing price
Verde Asset bets on Brazil stocks via options
Verde Asset sees Brazilian non-commodity stocks as the top asymmetric bet, using options to navigate electoral uncertainty and high rates.
Brazil flips deficit to surplus on oil revenue boost
Brazil raised its 2026 revenue forecast by R$12.3 bn, swinging a R$52 bn deficit to a R$10.8 bn surplus. Oil prices and Middle East tensions were key.
Fed, IPCA-15 and GDP: Key Market Events
Fed rate decision, Brazil IPCA-15, BoJ, BoE and US GDP: a full breakdown of the key market events for the week of July 28–August 1, 2025.
São Paulo basket costs 52% of minimum wage
São Paulo's basic food basket hit R$ 965.47 in June 2025 — up 9.37% yearly — consuming 52% of Brazil's minimum wage and requiring 105 work hours.
Brazil Economy Slows: Government Fires Back
Brazil's GDP rose 1.1% in Q1 2026, but analysts warn of slowdown ahead. The government is launching stimulus measures to counter deceleration.
Brazil's Oil Reserves: Why Drilling Is Stalling
Brazil drilled only 19 exploratory oil wells in 2025. Experts call for more licensing rounds and faster environmental approvals to protect reserves.
Brazil Runs $144 bn Deficit Yet Faces US Tariffs
Brazil has a $144 bn goods-trade deficit with the US over 41 years, yet Washington imposed new tariffs of 25% and 12.5% on Brazilian exports in 2025.
Brazil Won't Restore R$0.35 Diesel Subsidy
Brazil's planning minister says the R$0.35/litre diesel subsidy scrapped on 1 July won't return, even as oil nears US$100/barrel. Full breakdown
European Wine in Brazil: Up to 20% Cheaper by 2034
EU-Mercosur deal cut Brazil's wine import tariff from 27% to 24%, but prices fell just 2–2.5%. A full 20% drop is expected by 2034 when tariffs hit
Brazil Rental Market Braces for Tax Reform
Brazil's rental market is growing as tax reform brings new rules for landlords. Learn what changes are coming and who will be most affected.
Brazil Cuts 2026 Deficit Forecast to R$ 52 Billion
Brazil cut its 2026 primary deficit forecast to R$ 52 billion from R$ 60.3 billion. A R$ 10.8 billion surplus is projected within fiscal rules.