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Macro & EconomiesEconomy

United States

U.S. economy and its policies with reach across global markets.

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ThemeTrade tariffs11 shared articles ↗AssetOil8 shared articles ↗MacroYield Curve8 shared articles ↗ThemeGeopolitical risk6 shared articles ↗AssetU.S. dollar6 shared articles ↗SectorBrazilian exporters5 shared articles ↗EconomyChina4 shared articles ↗AssetIVVB113 shared articles ↗SectorBrazilian banks3 shared articles ↗OrganizationJBS2 shared articles ↗SectorAnimal protein2 shared articles ↗OrganizationPetrobras2 shared articles ↗

Last 90 days

What sources are saying

The US economic offensive gained an energy axis: Venezuela confirmed the oil deal Trump announced — US capital for 65 billion barrels — days after Kevin Warsh hardened his tone at Jackson Hole and the tariff agenda escalated against meatpackers and Canadian goods. The tariff meeting with Brazil happens this Monday.

Updated September 27, 2026 · 28 verified articles

Market transmission

Why it matters

U.S. rates, the dollar, trade and demand influence global prices, flows and exporters.

Explanatory mechanism, not a forecast or recommendation.

Articles in chronological order

36
MACROGlobal

Trump rejects Iran seven-day plan to reopen the Strait of Hormuz and says the deal would be unacceptable

US President Donald Trump said on September 26 that he rejected Iran proposal to reopen shipping through the Strait of Hormuz within seven days. The plan, presented by Iranian Foreign Minister Abbas Araqchi in New York, included a seven-day ceasefire, an end to the US naval blockade, suspension of sanctions on Iranian oil and the release of frozen assets. Trump said Iran wants a deal but that one would be unacceptable, and said the US has total control of the strait.

4 sourcesSep 26, 2026
MACROGlobal

Trump and Xi meet at the White House and extend the US-China trade truce, while Beijing cuts soybean purchases from Brazil

Donald Trump and Xi Jinping met at the White House on September 23 and 24, the first such meeting in Washington in a decade, and extended the trade truce between the two countries, which according to Bloomberg Línea now runs until January 10, 2027. The sides discussed tariff exemptions and expanded dialogue on artificial intelligence. Ahead of the meeting, China cut purchases of Brazilian soybeans to fewer than five cargoes in two weeks, against about 20 per week in August, and reopened room for US soybeans, with a commitment of at least 25 million tonnes a year between 2026 and 2028.

4 sourcesSep 24, 2026
MACROBrazil

In a letter to Rubio, 31 US lawmakers accuse the Trump administration of trying to interfere in the Brazilian election

A group of 31 US lawmakers sent a letter on September 24 to Secretary of State Marco Rubio accusing the Donald Trump administration of trying to interfere in the Brazilian presidential election and expressing concern about democracy in Brazil. The letter was released a few days before the first round, amid polls showing a tight race between Lula and Flávio Bolsonaro.

4 sourcesSep 24, 2026
MACROGlobal

The 10-year Treasury yield rises above 5%, the highest since 2007, and the dollar climbs 1.3% to R$ 5.17

The US 10-year Treasury yield rose above 5% on September 23, reaching 5.13% according to InfoMoney, citing Bloomberg, the highest since 2007; the 5-year note crossed 5% for the first time since 2007 after a weak US$ 70 billion auction. The rise came with stronger-than-expected activity data, higher oil and markets pricing three to four Fed hikes over 12 months, after the quarter-point increase the previous week. In Brazil, the dollar rose 1.3% to R$ 5.17, the largest gain in about three months, and the Ibovespa fell 0.86%.

4 sourcesSep 23, 2026
MACROGlobal

Bessent and He Lifeng negotiate AI, tariffs and rare earths in New York ahead of the Trump-Xi summit in Washington

US Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng met on September 20 at JPMorgan Chase's Manhattan headquarters, with Trade Representative Jamieson Greer, to try to close deals on artificial intelligence, tariffs, rare earths and critical minerals ahead of the Trump-Xi summit in Washington this week. The two countries' trade truce expires on November 10, and China's Commerce Ministry said He is leading a delegation of Chinese companies to the consultations.

3 sourcesSep 20, 2026
MACROGlobal

Centcom says oil flow through Hormuz in the last two weeks is the highest in six months

Admiral Brad Cooper, head of US Central Command (Centcom), said on September 19 that the volume of crude oil, cargo and liquefied natural gas through the Strait of Hormuz in the last two weeks is the highest in six months. According to Centcom, more than 1 billion barrels and more than 2,000 commercial ships passed through the route in recent months under escort, and Iran exported no oil through the strait in the period because of US blockades.

2 sourcesSep 19, 2026
MACROBrazil

Brazil and the US set an in-person meeting on the tariffs on the sidelines of the G20 in Milwaukee on September 30

Development, Industry, Trade and Services Minister Márcio Elias Rosa said on September 14 that Brazil and the United States should hold the first in-person meeting since talks on the tariffs resumed, on the sidelines of the G20 trade ministers meeting between September 30 and October 1 in Milwaukee, with US Trade Representative Jamieson Greer and Foreign Minister Mauro Vieira present. On the table are the 25% surcharge imposed in July on steel, apparel, footwear, sugar, ethanol, pharmaceuticals and farm machinery and the additional 12.5% tariff tied to forced labour allegations, plus the investigations on deforestation and digital payments; the last virtual meeting was on August 31, after the Lula-Trump call on August 21.

3 sourcesSep 14, 2026
MACROGlobal

10-year Treasury tops 5% for the first time since 2023 and Wall Street falls on the eve of the Fed

The yield on the 10-year US Treasury rose above 5% on September 14, to about 5.01%, for the first time since October 2023, when it spent a single day above the mark, driven by hotter-than-expected August inflation, oil near US$ 110 and government and corporate financing needs; New York stocks closed lower, with the S&P 500 down 0.48%, the Dow 0.29% and the Nasdaq 0.56%, and the market moved to price about a 90% chance of a Fed hike on September 16, the first in three years.

3 sourcesSep 14, 2026
CORPORATEGlobal

Bank of America CEO projects flat trading and lower fees in the third quarter and US bank stocks fall

Brian Moynihan, Bank of America chief executive, said at a Barclays conference on September 14 that third-quarter sales and trading revenue will be relatively flat versus the same period of 2025, ending a 17-quarter growth streak, and that investment banking fees should come in between US$ 1.6 billion and US$ 1.8 billion, below the roughly US$ 2 billion Wall Street expected; the bank stock fell during the session, from 3.3% in the early afternoon to more than 5% near the close, the biggest drop since April 2025, and Goldman Sachs, Citigroup and JPMorgan also declined.

2 sourcesSep 14, 2026
MACROGlobal

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-certain

US consumer prices rose 0.4% in August and 3.4% over 12 months, in line with forecasts, but core rose 0.3% on the month against 0.2% projected, with energy +2.1% and gasoline up as oil holds above US$ 100; markets now price a Fed hike at the September 16 meeting as near-certain, with the CME tool at 86.5% and other readings near 90%. Wall Street rose on September 11 on oil relief but ended the week lower.

4 sourcesSep 11, 2026
EMPRESASBrazil

Nubank launches in the US with Lead Bank: a 3.5% account and a 1.5% cashback card while it awaits its charter

Nubank announced on September 10 the start of its US operations in partnership with Lead Bank, an FDIC-insured institution that holds the deposits: an account yielding 3.5% a year, fee-free transfers and a no-fee credit card with 1.5% cashback, plus Nu Global, a digital dollar and euro account (USDC at 3.5% and EURC at 2.2%) for more than 35 countries. Its own bank charter, conditionally approved by the OCC in January, is expected in 2027.

4 sourcesSep 10, 2026
MACROGlobal

Brent settles above US$ 101 as the US sinks Iranian tankers and ships come under fresh attack in Hormuz

US forces hit Iranian tankers loaded with crude, ten per CENTCOM as cited by InfoMoney and five destroyed per Bloomberg Línea and Money Times, and fresh attacks on ships were recorded near Hormuz, at least three per UKMTO and ten per Iran; Brent topped US$ 101 for the first time since July, in a fourth straight day of gains, and the Ibovespa fell 0.93% on risk aversion. September 10 update: November Brent rose 6.34% to US$ 107.63, the highest since May, as the Houthis seized the port of Mocha; Wall Street fell and the 10-year Treasury hit 4.954%, the highest since 2023.

9 sourcesSep 09, 2026
MACROGlobal

Iran announces a no-go zone in the Gulf after the US hits three tankers, and Hormuz traffic falls to its lowest since May

Mohsen Rezaei, of Iran's Supreme National Security Council, said on September 6 the country will declare in the coming days a no-go zone in the Gulf, starting where the US blockade begins, with sanctions on ships crossing it, per CNN Brasil and Exame. The announcement came a day after US Central Command reported strikes on three Iranian tankers, one near Kharg Island, per CNN Brasil. Traffic through the Strait of Hormuz fell to about 10 ships a day in the ten days through September 7, the lowest since May, per Kpler data cited by CNN Brasil, and Brent rose 0.8% to above US$ 97.

6 sourcesSep 07, 2026
MACROGlobal

Pentagon buys 35% of Betancourt's NABEP and secures preferential US access to Venezuelan oil

The Pentagon, through its Office of Strategic Capital, acquired 35% of North American Blue Energy Partners, a company tied to Venezuelan billionaire Alejandro Betancourt with stakes in 17 Venezuelan oil fields, per InfoMoney; g1 records the Venezuelan oil deal on September 5. Per InfoMoney, the State Department may buy 20% of NABEP's oil at cost, with preferential access to the rest.

2 sourcesSep 05, 2026
MACROGlobal

US adds 162,000 jobs in August, Wall Street falls on rate-hike bets and Trump threatens to cut trade

The US jobs report showed on September 4 that 162,000 jobs were added in August, against a forecast of about 55,000, with unemployment steady at 4.1%, per Bloomberg Línea, Poder360 and Money Times. The S&P 500 fell 0.38% and the Dow Jones 0.51% as bets on a Fed rate hike strengthened, per InfoMoney and CNN Brasil; Trump wrote he would stop doing business with deficit countries if the Fed does not cut rates, per InfoMoney and Bloomberg Línea.

11 sourcesSep 04, 2026