Monday, September 28, 2026

NEXO MARKETS

what moves your portfolio, without the noise

Trending

Editorial archive

Past editions

Every event published by NEXO MARKETS, newest first. No article is ever deleted: today's edition lives on the front page and everything else remains here.

September 2026

254
  1. BTG/Nexus poll: Lula has 46% and Flávio Bolsonaro 44% in the runoff, a statistical tie six days before the electionMACRO · BRAZILSep 28
  2. Trump rejects Iran seven-day plan to reopen the Strait of Hormuz and says the deal would be unacceptableMACRO · GLOBALSep 26
  3. Measures announced ahead of the election require an adjustment of up to R$ 42.3 billion in the 2027 Budget, with Bolsa Família, Desenrola and the betting banMACRO · BRAZILSep 26
  4. Government creates the third phase of Desenrola, in which the federal government buys up to R$ 150 billion in household debt with a minimum 90% discountMACRO · BRAZILSep 25
  5. Aneel sets a green tariff flag for October, ending five months of the yellow flag extra charge on power billsMACRO · BRAZILSep 25
  6. Government issues a provisional measure banning online betting in Brazil, with balance withdrawals until October 5 and sites offline from the 6thMACRO · BRAZILSep 25
  7. Azzas 2154 shares jump up to 18% and close nearly 13% higher on the Farm Rio sale processCORPORATE · BRAZILSep 25
  8. Carrefour sells 21 neighborhood stores to Grupo Pereira, which enters São Paulo under the Comper bannerCORPORATE · BRAZILSep 25
  9. Tesouro Direto posts record sales of R$ 15 billion in August, but R$ 17.2 billion in maturities and redemptions leave net flows negativeMACRO · BRAZILSep 25
  10. IPCA-15 rises 0.70% in September, above expectations, driven by electricity, and reaches 4.47% over 12 monthsMACRO · BRAZILSep 25
  11. Lula enacts the Mercosur-EFTA free trade agreement, which takes effect on October 1MACRO · BRAZILSep 25
  12. CMN bans credit receivables funds from buying uncertain court claims and requires new valuation of those already in portfoliosMACRO · BRAZILSep 24
  13. Trump and Xi meet at the White House and extend the US-China trade truce, while Beijing cuts soybean purchases from BrazilMACRO · GLOBALSep 24
  14. In a letter to Rubio, 31 US lawmakers accuse the Trump administration of trying to interfere in the Brazilian electionMACRO · BRAZILSep 24
  15. Mercado Livre starts selling prescription drugs with delivery in up to 60 minutes in São Paulo, and pharmacy stocks fall up to 8%CORPORATE · BRAZILSep 24
  16. Court sides with creditors and suspends Braskem transfers to Braskem Idesa, including a US$ 415 million financingCORPORATE · BRAZILSep 24
  17. Labor court rules the Correios strike is not abusive, but orders workers back on September 25 and to make up the hoursMACRO · BRAZILSep 24
  18. Google Cloud announces plan to double its computing infrastructure in Brazil by 2030, as demand for AI risesCORPORATE · BRAZILSep 24
  19. Petrobras rules out injecting funds or raising its stake in Braskem and says it expects a consensus with the petrochemical company creditorsCORPORATE · BRAZILSep 24
  20. Government is likely to keep the R$ 2.12 per liter diesel subsidy for another 30 days, says MorettiMACRO · BRAZILSep 24
  21. Dino orders the Federal Police to investigate the conduct of CVM top officials in the Banco Master caseMACRO · BRAZILSep 24
  22. Government cuts the 2026 Budget freeze from R$ 17.9 billion to R$ 16.1 billion and accommodates a 15% Bolsa Família increaseMACRO · BRAZILSep 24
  23. Central bank sees a 90% chance of inflation breaching the target ceiling in 2026, and Galípolo warns of predatory credit offersMACRO · BRAZILSep 24
  24. Operation Crédito Oculto, an offshoot of Carbono Oculto, targets a money laundering scheme in the purchase of a fuel distributorMACRO · BRAZILSep 24
  25. Conab raises its 2026 coffee crop estimate to 67.6 million bags, up 19.6% and the largest in the agency seriesMACRO · BRAZILSep 24
  26. Afya and Yduqs announce a share-swap merger, with 69% for Afya shareholders and a minimum R$ 750 million dividend for Yduqs holdersCORPORATE · BRAZILSep 24
  27. TCU gives the Energy Ministry and Aneel 60 days to present a service continuity plan for Enel SP and recommends studying alternatives to revoking the concessionCORPORATE · BRAZILSep 23
  28. The 10-year Treasury yield rises above 5%, the highest since 2007, and the dollar climbs 1.3% to R$ 5.17MACRO · GLOBALSep 23
  29. ANP imposes more than R$ 200 million in fines on fuel distributors for abusive price increasesMACRO · BRAZILSep 23
  30. CNJ orders 16 sugar mill court-ordered payments canceled and R$ 4.7 billion returned to the federal governmentMACRO · BRAZILSep 23
  31. Petrobras signs an oil and gas cooperation memorandum with Mozambique state company ENHCORPORATE · BRAZILSep 23
  32. AtlasIntel poll: Lula has 47.7% and Flávio Bolsonaro 47.4% in the runoff, a technical tie ten days before the electionMACRO · BRAZILSep 23
  33. Global GPS instability in Embraer E2 jets grounds Azul aircraft and Honeywell investigates the causeCORPORATE · BRAZILSep 23
  34. Rondônia sanitation auction, worth R$ 8.5 billion across 40 municipalities, gets no bids at B3 and is declared voidMACRO · BRAZILSep 22
  35. Gilmar Mendes proposes taking the multibillion dispute between sugar mills and the federal government over the defunct IAA to the Supreme Court full bench after the Vorcaro caseMACRO · BRAZILSep 22
  36. Axia Energia approves the redemption of 70.7 million PNC shares for R$ 3.9 billion, with an option to convert into common sharesCORPORATE · BRAZILSep 22
  37. Localiza approves R$ 614.9 million in interest on equity, R$ 0.5566 per share, with record date September 25 and payment November 18CORPORATE · BRAZILSep 22
  38. JBS wins a fully favorable ruling in four arbitrations at the B3 chamber brought by foreign fundsCORPORATE · BRAZILSep 22
  39. Vehicle financing reaches 683,900 units in August, up 10.4% and the best result for the month in 15 years, according to B3MACRO · BRAZILSep 22
  40. Suzano confirms a US$ 20 per tonne pulp price increase for China and US$ 50 for the Americas and Europe from OctoberCORPORATE · BRAZILSep 22
  41. Finance Ministry cuts its 2026 GDP forecast from 2.3% to 2.0% and IPCA to 4.9% in the Macrofiscal BulletinMACRO · BRAZILSep 22
  42. Anac: average airfare rises 14.5% in August to R$ 776.87 per leg, with jet fuel 31.8% more expensiveMACRO · BRAZILSep 22
  43. Federal tax revenue reaches R$ 235.5 billion in August, a record for the month, up 8.25% in real terms, with R$ 93.3 billion from oil and gas in the yearMACRO · BRAZILSep 22
  44. The Batista brothers plan to restart large-scale output at Avibras, with about 1,000 jobs and a focus on exportsCORPORATE · BRAZILSep 22
  45. Santander asks the CVM for foreign issuer and BDR registration and advances its exchange offer for the 10% of Santander Brasil it does not ownCORPORATE · BRAZILSep 22
  46. Vale confirms the purchase of 30% of Ligga for US$ 190 million and secures all output from the Ferro Sul mine in CarajásCORPORATE · BRAZILSep 22
  47. Iran offers to reopen the Strait of Hormuz within seven days if the US eases military pressure; Brent falls to US$ 99 and Trump speaks of productive talksMACRO · GLOBALSep 22
  48. XP suspends new investments in six CDI-linked fixed income ETFs over doubts about the income tax rateCORPORATE · BRAZILSep 22
  49. Copom minutes see elevated inflation risks, back restrictive rates for longer and project 5.2% IPCA for 2026MACRO · BRAZILSep 22
  50. Government says it found R$ 19.6 billion of fiscal room in the 2026 Budget, which funds part of the Bolsa Família increaseMACRO · BRAZILSep 21
  51. Consumer secretariat opens 70 proceedings against 12 fuel companies over price increases without just cause, with fines of up to R$ 14 millionMACRO · BRAZILSep 21
  52. Caixa employees reject the bank third offer and the strike that began on September 10 continuesCORPORATE · BRAZILSep 21
  53. Lula says Uruguay authorized Brazil to use the surplus of its beef quota for China, but Beijing has yet to confirmMACRO · BRAZILSep 21
  54. JBS S.A. asks the CVM to cancel its public company registration while the parent holding of the Batista family applies for category B registrationCORPORATE · BRAZILSep 21
  55. Quaest poll: Lula 37% and Flávio Bolsonaro 33% in the first round; Flávio 42% and Lula 41% in the runoffMACRO · BRAZILSep 21
  56. Moraes is drawn as rapporteur at the Supreme Court of a request for Senate entry records of Vorcaro and of his own wifeMACRO · BRAZILSep 21
  57. Labor court suspends the Correios wage dispute trial over documents filed at the last minute and the strike continues until a new session on ThursdayCORPORATE · BRAZILSep 21
  58. CNI survey: industrial output posts the worst August since 2015 and investment intention falls to the lowest since 2020MACRO · BRAZILSep 21
  59. In New York, Lula says he will only apply the Reciprocity Law if there is no deal with the US and likens Trump to an emperorMACRO · BRAZILSep 21
  60. Halliburton and Eneva sign a memorandum to assess development opportunities in VenezuelaCORPORATE · BRAZILSep 21
  61. Focus survey cuts the 2026 Selic to 13.50%, lifts IPCA to 4.92% and trims GDP to 1.88%MACRO · BRAZILSep 21
  62. Petrobras denies socio-environmental impact in the Foz do Amazonas after federal prosecutors seek suspension of the drilling license for block FZA-M-59CORPORATE · BRAZILSep 21
  63. Video shows Moraes leaving a Prime Aviation jet linked to Vorcaro, and his wife's law firm denies any personal tieMACRO · BRAZILSep 20
  64. Dino gives the federal government 90 days to review CVM rules and cites failures exposed by the Master caseMACRO · BRAZILSep 20
  65. Ukraine launches its largest drone attack on Moscow, hits the capital's refinery and leaves deaths on the last day of the Russian electionMACRO · GLOBALSep 20
  66. Bessent and He Lifeng negotiate AI, tariffs and rare earths in New York ahead of the Trump-Xi summit in WashingtonMACRO · GLOBALSep 20
  67. Houthis strike an Aramco facility in Yanbu and targets in Riyadh; Saudi Arabia suspends shipments at the portMACRO · GLOBALSep 19
  68. BNDES receives R$ 8.2 billion in Brasil Soberano 3 requests in two days and has already approved R$ 1.7 billionMACRO · BRAZILSep 19
  69. Centcom says oil flow through Hormuz in the last two weeks is the highest in six monthsMACRO · GLOBALSep 19
  70. Durigan says government weighs having the Treasury buy old household debts at a discount via auctionsMACRO · BRAZILSep 19
  71. Totvs approves R$ 85 million in interest on equity, R$ 0.15 per share, payable October 8CORPORATE · BRAZILSep 18
  72. Aneel raises the average 2026 power tariff effect to 9.4%, nearly double projected inflationMACRO · BRAZILSep 18
  73. Porto Seguro approves R$ 333.4 million in third-quarter interest on equity, record date September 23CORPORATE · BRAZILSep 18
  74. BTG Pactual becomes majority shareholder of Nubank Parque in a deal with WTorre and takes over stadium management through 2044CORPORATE · BRAZILSep 18
  75. Vibra signs a R$ 1.28 billion ethanol supply contract with Inpasa through 2029, a related-party dealCORPORATE · BRAZILSep 18
  76. Trump signs Russia sanctions law authorizing tariffs of up to 100% on the largest buyers of Russian oilMACRO · GLOBALSep 18
  77. Central Bank changes Pix rules: waiver for institutions above 500,000 accounts, Pix Automático in payroll accounts in 2027 and immediate suspension in liquidationMACRO · BRAZILSep 18
  78. Abiove trims 2026 soybean exports to 115 million tonnes and lifts crushing to a record 63.5 millionMACRO · BRAZILSep 18
  79. Itaú leases the entire Esther Towers from Eztec for 10 years, R$ 1.17 billion in revenue over the decadeCORPORATE · BRAZILSep 18
  80. Cemig approves R$ 200 million in interest on equity, record date September 22 and two installments through 2027CORPORATE · BRAZILSep 18
  81. Assaí enters fuel retail buying 18 gas stations at São Paulo stores for up to R$ 80 millionCORPORATE · BRAZILSep 18
  82. Bank of Japan raises rates to 1.25%, the highest level in 31 years, two days after the Fed hikeMACRO · GLOBALSep 18
  83. Datafolha: Lula has 46% and Flávio Bolsonaro 44% in the runoff, a technical tie, and 39% to 36% in the first roundMACRO · BRAZILSep 17
  84. B3 approves R$ 1.128 billion in interest on equity, record date September 22CORPORATE · BRAZILSep 17
  85. Lojas Renner approves R$ 227.5 million in interest on equity, with a September 22 record date and payment on October 14CORPORATE · BRAZILSep 17
  86. Oil falls for a third session, with Brent below US$ 103, on signs of Saudi supply recoveringMACRO · GLOBALSep 17
  87. BNDES opens enrolment for the third phase of Brasil Soberano with R$ 22.6 billion for companies hit by tariffs and the warMACRO · BRAZILSep 17
  88. Keeta says 85.7% of anchor restaurants in São Paulo are blocked by exclusivity and Cade keeps its delivery probe openCORPORATE · BRAZILSep 17
  89. Federal District government creates a commission to recover BRB assets in the Master case and negotiates capital with foreign investorsCORPORATE · BRAZILSep 17
  90. Fachin cancels the September 23 trial on Mendonça conduct in the Master case and sets no new dateMACRO · BRAZILSep 17
  91. IFI projects a primary deficit of R$ 86.1 billion in 2027 against the R$ 18.6 billion surplus forecast by the governmentMACRO · BRAZILSep 17
  92. Government raises Bolsa Família by 15.04% to R$ 691 at a cost of R$ 22 billion in 2027, and the market reacts with a falling stock index and a stronger dollarMACRO · BRAZILSep 17
  93. Value of agricultural output hits a record R$ 927.2 billion in 2025, up 18.4%, led by soybeans and coffeeMACRO · BRAZILSep 17
  94. ETFs on B3 reach 862 thousand investors, up 34% in a year, with assets of R$ 35.1 billionCORPORATE · BRAZILSep 17
  95. Petrobras signs production sharing contracts for eight blocks in Ivory Coast with a 90% stakeCORPORATE · BRAZILSep 17
  96. Rede D Or and Bradsaúde buy real estate in Jundiaí for a new hospital of the Atlântica D Or partnershipCORPORATE · BRAZILSep 17
  97. Petrobras raises diesel by R$ 1 a litre to distributors and a new 30 day subsidy cancels the increaseCORPORATE · BRAZILSep 17
  98. Lula signs the critical minerals law without vetoes, with a guarantee fund and R$ 5 billion in tax creditsMACRO · BRAZILSep 16
  99. Casas Bahia tells CVM it made no contributions to the FIDC in the first half and gets a B3 demand over shares below R$ 1CORPORATE · BRAZILSep 16
  100. Copom cuts the Selic to 13.75% unanimously and leaves the size of the cycle openMACRO · BRAZILSep 16
  101. Caixa and bank workers resume talks after a week of strike, which continues with no end dateCORPORATE · BRAZILSep 16
  102. Fed raises rates to 3.75%-4.00% in the first hike since 2023 and Trump demands a 1% rateMACRO · GLOBALSep 16
  103. Capital market offerings total R$ 48.8 billion in August, down 16% in a year, Anbima saysMACRO · BRAZILSep 16
  104. CVM receives the draft of the tokenisation pilot that will test shares, debentures and fund quotas on DLT networksMACRO · BRAZILSep 16
  105. B3 Regime Fácil completes six months with R$ 161 million raised in five issuancesCORPORATE · BRAZILSep 16
  106. EU accepts Brazilian sanitary protocols after audit and opens the way for chicken exports to return to the blocMACRO · BRAZILSep 16
  107. IBC-Br falls 0.2% in July in the second straight drop and grows 1.1% in a yearMACRO · BRAZILSep 16
  108. B3 posts a 26.1% rise in daily equity volume in August, to R$ 30.3 billionCORPORATE · BRAZILSep 16
  109. IGP-10 rises 1.47% in September, above expectations, and reverses the August deflationMACRO · BRAZILSep 16
  110. iFood announces R$ 24 billion in investment through March 2027, 41% above the previous cycleCORPORATE · BRAZILSep 16
  111. STF votes 4 to 3 to judge Moraes and Mendonça separately, Dino asks for more time and the merits go undecidedMACRO · BRAZILSep 15
  112. US Senate blocks the Clarity Act 49 to 50 and bitcoin falls below US$ 76 thousandMACRO · GLOBALSep 15
  113. JBS and Viva sign an agreement to create JBS Viva, a leather joint venture with 50/50 controlCORPORATE · BRAZILSep 15
  114. Petrobras rises more than 3% with Brent at US$ 108 and output of 2.92 million barrels a day in AugustCORPORATE · BRAZILSep 15
  115. Renault and Geely announce R$ 2 billion more in Brazil through 2027 and lift the cycle to R$ 5.8 billion with electrified cars in ParanáCORPORATE · BRAZILSep 15
  116. Lula signs Redata and suspends four federal taxes for five years for data centers, with counterpartsMACRO · BRAZILSep 15
  117. Treasury honours R$ 79.95 million in state and municipal guarantees in August and totals R$ 3.13 billion in 2026MACRO · BRAZILSep 15
  118. Prisma Fiscal: market trims the projected 2026 primary deficit to R$ 52.3 billion but lifts gross debt to 83.2% of GDPMACRO · BRAZILSep 15
  119. Itaú consolidates its European wholesale and investment banking operations in Luxembourg and moves staff from LondonCORPORATE · BRAZILSep 15
  120. Retail sales fall 0.8% in July, worse than consensus, and reinforce weak activity on the eve of the CopomMACRO · BRAZILSep 15
  121. CNT/MDA: Lula has 47.3% and Flávio Bolsonaro 40% in the runoff, a lead outside the margin three weeks before the electionMACRO · BRAZILSep 15
  122. Conab closes the 2025/26 crop at a record 361.7 million tonnes, with soybeans at 180.4 millionMACRO · BRAZILSep 15
  123. XP Malls approves its 15th issuance of up to R$ 800 million at R$ 110.11 per quota, settling on October 13CORPORATE · BRAZILSep 15
  124. B3 VIX closes at a record 30.15 points on the STF crisis and the Fed, topping the March highMACRO · BRAZILSep 14
  125. Telefônica Brasil approves R$ 500 million in interest on equity, with a September 25 record dateCORPORATE · BRAZILSep 14
  126. CNI: Brazil invested R$ 266.8 billion in infrastructure in 2024 and needs R$ 550 billion a year for two decadesMACRO · BRAZILSep 14
  127. CMN expands the 2026 credit limit for states and municipalities by R$ 2 billion, to R$ 28.6 billionMACRO · BRAZILSep 14
  128. Brazil and the US set an in-person meeting on the tariffs on the sidelines of the G20 in Milwaukee on September 30MACRO · BRAZILSep 14
  129. Lula signs law making Move Brasil permanent, with R$ 30 billion in credit for app drivers and taxi driversMACRO · BRAZILSep 14
  130. 10-year Treasury tops 5% for the first time since 2023 and Wall Street falls on the eve of the FedMACRO · GLOBALSep 14
  131. Industrial confidence falls to 44.9 points in September and completes 21 months of pessimism, the longest stretch since 2015MACRO · BRAZILSep 14
  132. Bank of America CEO projects flat trading and lower fees in the third quarter and US bank stocks fallCORPORATE · GLOBALSep 14
  133. Oncoclínicas replaces its CFO and elects Maurício Hasson in place of interim Isaac Quintino amid the restructuringCORPORATE · BRAZILSep 14
  134. A5X raises R$ 360 million in a Series D round at R$ 2.7 billion and targets its derivatives exchange debut in the second quarter of 2027CORPORATE · BRAZILSep 14
  135. Focus: median 2026 IPCA forecast falls to 4.90%, first time below 5%, and the market expects Selic at 13.75% this weekMACRO · BRAZILSep 14
  136. TRX Real Estate buys two corporate assets in São Paulo for R$ 340 million, with instalments running to 2030CORPORATE · BRAZILSep 14
  137. Nexus poll: Lula has 42% and Flávio Bolsonaro 37% in the first round, and 47% to 46% in the runoffMACRO · BRAZILSep 14
  138. Oil climbs more than 3% as a drone-hit Saudi pipeline stays shut and the Oman meeting on Hormuz is postponedMACRO · GLOBALSep 14
  139. Fachin takes over the Moraes-Vorcaro case after Mendonça returns the file and pulls the Master and INSS cases to the Supreme Court presidencyMACRO · BRAZILSep 12
  140. Petrobras receives R$ 2.57 billion in diesel subsidy instalments and totals R$ 9.5 billion across the programmesCORPORATE · BRAZILSep 12
  141. Caixa employees reject the final offer and keep the national strike, while Banco do Brasil signs a deal through 2028 and ends its stoppageCompanies · BRAZILSep 12
  142. SLC Agrícola approves a R$ 515.5 million CPR-F issue at 95.5% of DI, with a bank guarantee and a dollar swapCompanies · BRAZILSep 11
  143. Datafolha: Lula at 39% and Flávio Bolsonaro at 35% in the first round, with a 46% to 44% technical tie in the runoffMACRO · BRAZILSep 11
  144. Oil falls 2.8% but ends the week up 9%, as the IEA cuts forecasts and Saudi supply drops to a three-decade lowMACRO · GLOBALSep 11
  145. USDA lifts the US soybean crop to 123.4 million tonnes and soybeans drop 2.7% in Chicago to US$ 12.96 a bushelMACRO · GLOBALSep 11
  146. Federal District government asks the Supreme Court to return R$ 12.2 billion BRB paid Master and for access to the bank's recordsMACRO · BRAZILSep 11
  147. Federal Police conclude that not a single credit in the R$ 12.2 billion portfolios Master sold to BRB could be confirmedCompanies · BRAZILSep 11
  148. Supreme Court releases Master case files after Fachin orders Mendonça to lift secrecy within 24h; R$ 108 million contract with Barci de Moraes law firm surfacesMACRO · BRAZILSep 11
  149. Law 15,501 lets BNDES create subsidiaries as Lula vetoes the Export Credit FundMACRO · BRAZILSep 11
  150. US CPI rises 0.4% in August and 3.4% over 12 months, with core above forecasts, and markets see a Fed hike on 9/16 as near-certainMACRO · GLOBALSep 11
  151. B3 starts publishing the Ibovespa in dollars from 9/14, converted at the WMR rateCompanies · BRAZILSep 11
  152. IPCA falls 0.32% in August, the deepest deflation in four years, taking 12-month inflation to 4.22%, below forecastsMACRO · BRAZILSep 11
  153. Correios formally seek a Treasury guarantee for a new R$ 7 billion loan, the second in under a yearCompanies · BRAZILSep 10
  154. FGTS board adds R$ 500 million, lifting the Minha Casa Minha Vida subsidy to R$ 13 billion in 2026MACRO · BRAZILSep 10
  155. Petrobras scraps a gasoline price hike hours after announcing it, as the government widens the tax cut to R$ 0.63Companies · BRAZILSep 10
  156. Lula signs without vetoes the end of the so-called blouse tax, zeroing import duty on purchases up to US$ 50MACRO · BRAZILSep 10
  157. Nubank launches in the US with Lead Bank: a 3.5% account and a 1.5% cashback card while it awaits its charterCompanies · BRAZILSep 10
  158. Mercado Livre raises US$ 1 billion in a 10-year bond at 5.85% with demand from over a hundred investorsCompanies · BRAZILSep 10
  159. Coffee exports set an August record at 4.15 million bags, up 31%, with US$ 1.33 billion in revenueMACRO · BRAZILSep 10
  160. ECB raises rates by 25 basis points in a unanimous decision on Middle East inflation pressuresMACRO · GLOBALSep 10
  161. Caixa staff start an open-ended national strike and Banco do Brasil sees partial stoppages in five regionsCompanies · BRAZILSep 10
  162. Services flat in July, industrial revenue down 2% and Copom options price 95% odds of a 0.25-point Selic cutMACRO · BRAZILSep 10
  163. Rio court closes Light's judicial reorganisation after three years and R$ 11 billion restructuredCompanies · BRAZILSep 10
  164. Fitch upgrades Embraer to BBB with a stable outlook, citing US$ 2 billion in cash and positive free cash flowCompanies · BRAZILSep 09
  165. Federal Police summon Galípolo, Campos Neto, André Esteves and Ailton de Aquino as witnesses in the Master caseMACRO · BRAZILSep 09
  166. Justice Fux gives the Union, the BC and the FGC 15 days to respond on guarantees for the R$ 6.6 billion BRB loanMACRO · BRAZILSep 09
  167. Fachin removes Moraes as rapporteur of the fake news inquiry and preserves prior rulings amid the Supreme Court crisisMACRO · BRAZILSep 09
  168. Government cuts R$ 0.63 of PIS/Cofins on gasoline, zeroes ethanol taxes and creates a R$ 1 diesel subsidy, at R$ 7bn a monthMACRO · BRAZILSep 09
  169. Brazil's exports to the US fall 9.7% through August to US$ 24.1 billion, the lowest since 2023 under the tariff hikeMACRO · BRAZILSep 09
  170. Government sets December 17 auction for Brasília Airport in a block with ten regional terminals and R$ 1.2bn in investmentMACRO · BRAZILSep 09
  171. B3 changes the Ibovespa methodology and BDRs of Brazilian companies may make up to 10% of the index from 2027MACRO · BRAZILSep 09
  172. Brent settles above US$ 101 as the US sinks Iranian tankers and ships come under fresh attack in HormuzMACRO · GLOBALSep 09
  173. Inter launches in Argentina with Grupo Bind and a dollar account with access to US stocks and TreasuriesCompanies · BRAZILSep 08
  174. CVM convicts Vorcaro and Banco Master of fraud in the Brazil Realty fund and levies R$ 201 million in fines on 16 defendantsCompanies · BRAZILSep 08
  175. Marcos Cruz takes over as Tenda CEO on the day TEND3 joins the IbovespaCompanies · BRAZILSep 08
  176. BofA upgrades Brazil to overweight and the Ibovespa posts its highest close since May, with the dollar at R$ 5.09 and foreigners backMACRO · BRAZILSep 08
  177. Vale tells the CVM it has no decision on the Vale Base Metals IPO after a report of suspension, and the stock rises with iron oreCompanies · BRAZILSep 08
  178. Focus survey trims the 2026 IPCA forecast to 5% for a second week and keeps the Selic at 13.75% a week before the CopomMACRO · BRAZILSep 08
  179. Brent settles at a six-week high and hovers near US$ 100 as Houthis strike Saudi Arabia and the Gulf escalatesMACRO · GLOBALSep 08
  180. Canada's retaliatory tariffs on US$ 20 billion take effect and Trump threatens to bar Bombardier jets from the USMACRO · GLOBALSep 08
  181. Thirteen former Supreme Court justices ask Fachin for a rigorous inquiry into the Vorcaro-Moraes crisis in a public sessionMACRO · BRAZILSep 07
  182. Quaest: Lula at 36% and Flávio Bolsonaro at 29% in the first round, tied in the runoff, as government disapproval hits 50%MACRO · BRAZILSep 07
  183. Copper hits a record US$ 14,533 a tonne on the LME on expectations of US tariffsMACRO · GLOBALSep 07
  184. China's reserves rise US$ 19.55 billion in August and the PBoC buys gold at the fastest pace since 2023MACRO · GLOBALSep 07
  185. Iran announces a no-go zone in the Gulf after the US hits three tankers, and Hormuz traffic falls to its lowest since MayMACRO · GLOBALSep 07
  186. OPEC+ keeps October output at September levels and sets next meeting for October 4MACRO · GLOBALSep 06
  187. China injects US$ 54 billion into state banks and insurers to shore up capitalMACRO · GLOBALSep 06
  188. ONS weighs activating generation-cut plan on the September 7 holiday over oversupplyCompanies · BRAZILSep 05
  189. Pentagon buys 35% of Betancourt's NABEP and secures preferential US access to Venezuelan oilMACRO · GLOBALSep 05
  190. CMN widens renegotiation of climate-hit rural debt, with a November 12 deadlineMACRO · BRAZILSep 04
  191. US adds 162,000 jobs in August, Wall Street falls on rate-hike bets and Trump threatens to cut tradeMACRO · GLOBALSep 04
  192. Beef exports fall 27% in August as China's quota runs out and shipments to China plunge 90%MACRO · BRAZILSep 04
  193. Trade balance posts US$ 7.4 billion surplus in August, with exports to the US rising despite tariffsMACRO · BRAZILSep 04
  194. Federal court suspends licenses and halts Sigma's lithium mine in the Jequitinhonha Valley over proximity to a quilomboCompanies · BRAZILSep 04
  195. EU audit approves Brazil's sanitary controls for poultry and honey, and the government expects a quick export resumptionMACRO · BRAZILSep 04
  196. Finance Ministry authorizes US$ 1 billion IDB credit for Eco Invest BrasilMACRO · BRAZILSep 04
  197. Hypera starts selling its Semavy semaglutide pen at R$ 333 per unit in a three-pen kitCompanies · BRAZILSep 04
  198. Banco do Brasil, Caixa and credit unions sign deal to tokenize mortgage credit, with tests in March 2027Companies · BRAZILSep 04
  199. ANP approves 24 blocks in the Potiguar Basin, including the area where a farmer found oil in CearáMACRO · BRAZILSep 04
  200. IBGE: nearly 2 million worked through digital platforms in 2025, with longer hours and lower pay per hourMACRO · BRAZILSep 04
  201. Capitânia Logística sells three warehouses to BTG Pactual Logística for R$ 918.5 million, with a R$ 2.15 per unit gainCompanies · BRAZILSep 04
  202. Lula signs law creating Profert, an incentive program for Brazil's fertilizer industryMACRO · BRAZILSep 04
  203. Senate approves cut in reinsurers' CSLL from 15% to 9%; bill goes to presidentCompanies · BRAZILSep 03
  204. Supreme Court limits free legal aid in labor suits to those earning up to R$ 5,000MACRO · BRAZILSep 03
  205. Senate passes exceptions to fiscal rules for 2026 incentives and spending; bill goes to presidentMACRO · BRAZILSep 03
  206. Brava Energia produces 81,600 boe a day in August, down 1.2% on Papa-Terra shutdownCompanies · BRAZILSep 03
  207. Ibama authorizes Petrobras to drill three more wells in the Foz do Amazonas basinCompanies · BRAZILSep 03
  208. Fed's Waller signals support for holding rates if inflation keeps easing, and gold jumps nearly 3%MACRO · GLOBALSep 03
  209. Minerva tells CVM leverage stands at 2.9x and keeps 25% minimum dividendCompanies · BRAZILSep 03
  210. Embraer and SPX merge Tempest and Vision into a R$ 700 million cybersecurity companyCompanies · BRAZILSep 03
  211. JBS unit Mantiqueira to invest R$ 565 million to expand egg output by 50%Companies · BRAZILSep 03
  212. Fiscal risk is the top fear of 34% of financial institutions in the central bank's stability surveyMACRO · BRAZILSep 03
  213. Retail investors lift holdings to R$ 9.14 trillion, with fixed income driving 65% of the gainMACRO · BRAZILSep 03
  214. ANA Holdings adds eight E190-E2 orders with Embraer, lifting its firm order to 23 jetsCompanies · BRAZILSep 03
  215. Central bank orders liquidation of Trustee and Banvox, brokerages linked to MasterCompanies · BRAZILSep 03
  216. C6 Bank buys Alymente and enters the R$ 150 billion corporate benefits marketCompanies · BRAZILSep 03
  217. Axia Energia approves another R$ 6.2 billion redemption of class C preferred sharesCompanies · BRAZILSep 03
  218. Foreign investors pull R$ 18.1 billion from B3 in August, the largest monthly outflow since January 2022MACRO · BRAZILSep 03
  219. Gecex extends the 12% crude export tax for 60 days, effective September 8MACRO · BRAZILSep 03
  220. Prosecutors seek to void police report on Vorcaro and Moraes and shelve threat complaintCompanies · BRAZILSep 02
  221. Senate passes critical minerals policy with R$ 2 billion fund; bill goes to presidentMACRO · BRAZILSep 02
  222. US private sector adds 38,000 jobs in August, below forecast, ADP saysMACRO · GLOBALSep 02
  223. Brazil oil output hits record 4.5 million barrels a day in July, ANP saysMACRO · BRAZILSep 02
  224. Azzas 2154 to split into Arezzo&Co and Soma after Birman-Jatahy dealCompanies · BRAZILSep 02
  225. Cade clears B3's purchase of 60% of CRDC, subject to remedies dealCompanies · BRAZILSep 02
  226. Senate committee approves end of 6x1 work schedule; bill heads to floorMACRO · BRAZILSep 02
  227. Vehicle sales rise 22.1% in August, best month since 2013, Fenabrave saysMACRO · BRAZILSep 02
  228. Industrial output rises 0.2% in July, ending two months of decline, IBGE saysMACRO · BRAZILSep 02
  229. Magalu strikes deal to sell about 27,000 items on Mercado LivreCompanies · BRAZILSep 02
  230. Federal prosecutors charge TRX founders with fraudulent management; firm deniesCompanies · BRAZILSep 02
  231. Prosecutors seal first plea deal in Master case with Reag founderCompanies · BRAZILSep 02
  232. T4F delists after 15 years with shares more than 90% below IPOCompanies · BRAZILSep 02
  233. Joint committee approves end of small-parcel import tax; bill heads to Chamber floorMACRO · BRAZILSep 02
  234. CSN changes command: Schvartsman takes over as CEO, Steinbruch returns to boardCompanies · BRAZILSep 02
  235. Embraer delivers its 2,000th E-Jet, an E195-E2, to Azul, which reaches 50 E2-family jetsCompanies · BRAZILSep 02
  236. B3 wins at tax court and voids R$ 2.2 billion assessmentsCompanies · BRAZILSep 02
  237. Motiva completes sale of 20 airports to Asur for R$ 12.2 billionCompanies · BRAZILSep 02
  238. Petrobras raises jet fuel price 13.9%, taking year-to-date increase to 53%Companies · BRAZILSep 02
  239. GDP grows 0.5% in Q2 as household consumption fallsMACRO · BRAZILSep 02
  240. Senate approves Redata tax incentives for data centersMACRO · BRAZILSep 02
  241. Appeals court lifts injunction and oil export tax is back in forceMACRO · BRAZILSep 02
  242. Magalu launches food delivery in its app across 400-plus cities via aiqfomeCompanies · BRAZILSep 02
  243. Vorcaro authorized Master cards with R$ 300,000 limits for Moraes's children, police sayCompanies · BRAZILSep 01
  244. PagBank targets R$ 2 billion in dividends through 2028 and launches US$ 150 million buybackCompanies · BRAZILSep 01
  245. Eneva completes the R$ 839 million sale of Pecém II and signs a deal with Diamante to swap a coal plant for a stakeCompanies · BRAZILSep 01
  246. Natura names Alessandro Carlucci CEO; Fabio Barbosa returns as board chairCompanies · BRAZILSep 01
  247. Chilli Beans seeks deal with banks to extend debt and denies judicial recoveryCompanies · BRAZILSep 01
  248. Shein debuts in Hong Kong valued at US$ 26 billion after US$ 1.7 billion IPOCompanies · GLOBALSep 01
  249. Santander expects to complete Santander Brasil share-swap offer in first half of 2027Companies · BRAZILSep 01
  250. Gerdau replaces US$ 875 million credit line with US$ 1.125 billion facilityCompanies · BRAZILSep 01
  251. BRB overdue financials stall R$ 6.6 billion FGC loanCompanies · BRAZILSep 01
  252. Gross debt climbs to 82.5% of GDP, highest since April 2021MACRO · BRAZILSep 01
  253. US and Iran resume attacks after a month and oil climbs againMACRO · GLOBALSep 01
  254. EU suspends Brazilian meat imports starting ThursdayMACRO · BRAZILSep 01

August 2026

65
  1. Venezuela confirms US$ 100 billion oil deal with the United StatesMACRO · GLOBALAug 31
  2. Brazil and US resume tariff talks this MondayMACRO · BRAZILAug 30
  3. Brazil 2027 budget to freeze funds in pursuit of the fiscal target centerMACRO · BRAZILAug 30
  4. Mendonça halts trial on taxing Vale profits held abroadCompanies · BRAZILAug 30
  5. Warsh hardens tone at Jackson Hole, says Fed has more work to doMACRO · GLOBALAug 30
  6. Brazil adds 58,600 formal jobs in July, weakest for the month since 2020MACRO · BRAZILAug 29
  7. Ibovespa strings eighth straight gain, closing the week up 2.7%MERCADOS · BRAZILAug 29
  8. Bank delinquency hits record in July, Central Bank data showMACRO · BRAZILAug 29
  9. Trump widens beef imports and targets meatpackers to curb US pricesMACRO · GLOBALAug 29
  10. Vorcaro testifies to Federal Police in bribery probe involving ex-Central Bank staffCompanies · BRAZILAug 29
  11. Caixa posts R$ 3.9 billion Q2 profit as housing loans top R$ 1 trillionCompanies · BRAZILAug 28
  12. Current account gap hits US$ 8.1 billion in July, wider than expectedMACRO · BRAZILAug 28
  13. Fux orders Bahia court to keep BRB judicial-deposit contract for 90 daysCompanies · BRAZILAug 28
  14. Court suspends Brazilian oil export tax; Camex extends the levy the same dayMACRO · BRAZILAug 28
  15. Central government posts R$ 10.78 billion July surplus on record tax intakeMACRO · BRAZILAug 28
  16. Public debt reaches R$9.28 trillion as Treasury widens room for Selic-linked bondsMACRO · BRAZILAug 26
  17. Banco do Brasil starts rural debt renegotiation with R$100 billion eligible bookCompanies · BRAZILAug 26
  18. IPCA-15 posts 0.40% deflation in August on the Itaipu bonus in power billsMACRO · BRAZILAug 26
  19. CVM rules Centaurus must launch a tender offer for Oncoclínicas sharesCompanies · BRAZILAug 26
  20. Provisional measure extends drawback tax suspensions for tariff-hit exportersMACRO · BRAZILAug 25
  21. Batista brothers' Globe notifies Cade of full Avibras acquisitionCompanies · BRAZILAug 24
  22. Pátria proposes liquidating three REITs and concentrating assets in PCIP11MERCADOS · BRAZILAug 24
  23. Aneel denies Enel SP's expert review and closes the forfeiture case's evidentiary phaseCompanies · BRAZILAug 24
  24. Braskem files for out-of-court reorganization and B3 removes the stock from its indexesCompanies · BRAZILAug 24
  25. Yduqs confirms preliminary business-combination talks with AfyaCompanies · BRAZILAug 24
  26. Canada announces retaliatory tariffs against the US starting September 8MACRO · GLOBALAug 22
  27. Lula calls Trump, calls tariffs unfounded and asks to resume negotiationsMACRO · BRAZILAug 21
  28. FPSO Alexandre de Gusmão reaches peak output of 180,000 barrels per day at MeroCompanies · BRAZILAug 21
  29. Grid operator ONS triggers surplus plan for second time this year as it readies automatic solar curtailmentCompanies · BRAZILAug 21
  30. Oil gives back gains on Iran-Oman deal for a temporary Hormuz corridorMERCADOS · GLOBALAug 20
  31. Enel SP files final defense in the concession forfeiture case, alleging unequal treatmentCompanies · BRAZILAug 20
  32. FOMC minutes show a 9-3 split, with dissenters favoring a rate hikeJUROS · GLOBALAug 20
  33. US Treasury doubles long-bond buybacks and 30-year yields retreatJUROS · GLOBALAug 20
  34. Vale announces 19 more municipalities joining the Fundão reparation agreementCompanies · BRAZILAug 20
  35. Petrobras, PetroReconcavo, Brava and Origem expand gas contracts at UTG CatuCompanies · BRAZILAug 20
  36. JBS proposes acquiring all of Pilgrim's Pride in a share swapCompanies · GLOBALAug 18
  37. CVM sets September 8 trial in Master case over alleged REIT fraudRegulation · BRAZILAug 18
  38. HGLG11 approves 12th share issuance to raise up to R$1.5 billionMERCADOS · BRAZILAug 18
  39. Itaú receives preliminary US regulatory approval to open a bank in the USCompanies · BRAZILAug 17
  40. Securities regulator opens case against Banco do Brasil's CEO over share remarksRegulation · BRAZILAug 17
  41. XP posts R$1.38 billion adjusted profit in Q2 2026, up 5% on the yearCompanies · BRAZILAug 17
  42. Galípolo defends contractionary rates to rebalance demandJUROS · BRAZILAug 17
  43. Corporate delinquency hits a record 9.1 million companies, Serasa saysCredit · BRAZILAug 17
  44. IBC-Br falls 0.6% in June, consolidating the quarter-end slowdownMACRO · BRAZILAug 17
  45. Focus survey holds 2026 IPCA at 5.02% and cuts 2027 GDP for a fourth weekMACRO · BRAZILAug 17
  46. Marabraz files for court-supervised reorganization with about R$140 million in debtCompanies · BRAZILAug 16
  47. Fitch raises Rio de Janeiro city's national-scale rating to AAACredit · BRAZILAug 16
  48. Casas Bahia files for court-supervised reorganization after multibillion Q2 lossCompanies · BRAZILAug 16
  49. Petrobras identifies hydrocarbons in a Foz do Amazonas wellOil · BRAZILAug 15
  50. Vibra reports Q2 2026 with sharply higher profit and approves new interest on equityCompanies · BRAZILAug 14
  51. Tesouro Direto rates jump in a stressed fixed-income sessionJUROS · BRAZILAug 14
  52. Ibovespa ends its eleven-session losing streak on external reliefMERCADOS · BRAZILAug 14
  53. Tesouro IPCA+ 2026 maturity returns about R$258 billion on MondayRENDA FIXA · BRAZILAug 14
  54. Nubank posts record US$1.1 billion profit in Q2 2026, its first above US$1 billionCompanies · BRAZILAug 14
  55. STF hearing on BRB rescue ends without an agreementBanks · BRAZILAug 14
  56. Banco do Brasil earns R$3.9 billion in the second quarterCompanies · BRAZILAug 12
  57. Decree opens the free power market to low-voltage consumersENERGIA · BRAZILAug 12
  58. SLC Agrícola posts R$245 million profit in Q2 2026, up 75%Companies · BRAZILAug 12
  59. Lower house passes fuel bill carrying fiscal-exemption ridersFiscal policy · BRAZILAug 12
  60. Services hold steady in June and grow 2% year over yearMACRO · BRAZILAug 12
  61. China seeks to join Brazil consultations over U.S. tariffsTrade · GLOBALAug 10
  62. JBS names Wesley Batista Filho as its next global CEOCompanies · BRAZILAug 10
  63. Hormuz keeps oil above $85 and widens the risk premiumOil · GLOBALAug 10
  64. Focus survey lowers its inflation forecast for a sixth weekInflation · BRAZILAug 10
  65. BRB faces an impasse over guarantees for a credit operationBanks · BRAZILAug 10