Crypto Falls 26–35% Amid War and High Rates
Bitcoin is down 26% and Ethereum 35% since January 2026 as high interest rates and the US-Israel-Iran war pressure crypto markets.
Economy
Brazil's Debt Back at Pandemic Levels: What's Next?
Brazil's public debt hit Covid levels. The next president must negotiate fiscal measures in 2026 for Q1 2027 implementation. Investor implications.
Lula Expands Credit via New Guarantee Fund MP
Brazil's Lula government issued a Provisional Measure for R$ 2.75 billion in guarantee fund injections for the Desenrola Adimplentes program.
Brazil's Debt Cost Hits Highest Level Since 2016
Brazil's federal debt average cost hit 12.68% yearly in June, the highest since September 2016. Learn what drives this rate and its economic impact.
Brazil Treasury Faces R$275 Billion Debt Test
Brazil's Treasury must roll over R$275 billion in public debt as NTN-B bonds fall. Will markets finance the government after the Selic rate cut to 14%?
Petrobras Sets All-Time Output Record in Q2
Petrobras hit a record 3.34 million boed in Q2, up 14.1% year-on-year, driven by pre-salt expansion, FPSO P-79 early start and 101.2% refinery utilisation.
Brazil Frees R$ 5.74 Billion in Budget Funds
Brazil unblocks R$ 5.74 billion in federal budget funds. Ministry of Cities gets R$ 1.2 billion; total budget freeze drops to R$ 17.94 billion.
Braskem resin sales in Brazil fall 8% in Q2 2026
Braskem's Brazilian resin sales fell 8% YoY to 763,000 tonnes in Q2 2026 as imports surged and the Middle East conflict squeezed raw-material supply.
Lumina Raises Agibank Stake to 6.96%
Lumina asset manager raised its Agibank stake from 5.03% to 6.96%, buying shares despite a 40% drop from the NYSE IPO price. Q2 results due August 5.
El Niño Threatens Brazil Beyond Food Prices
El Niño threatens Brazil's energy, transport and retail sectors, warns XP Investimentos in a July 2026 report, amid high rates and rising costs.
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.
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.