Terminal v2
Brazil's Central Bank cut the Selic rate by 25bps, as expected, but industry skepticism and inflation concerns signal an uncertain easing cycle ahead.
Executive Dispatch
Brazil's Central Bank cut the Selic rate by 25bps, as expected, but industry skepticism and inflation concerns signal an uncertain easing cycle ahead.
Brazil's Chamber President Motta announced the '6x1' reform rapporteur has been engaged since 2025, with a vote targeted by end of May, signaling potential shifts in economic policy.
Brazil's AGU secured a favorable TRF1 decision, lifting an injunction on the R$678M BR-319 road tender, crucial for Amazon connectivity and regional economy.
A Rio de Janeiro court ruling stripped Eagle Bidco of political rights over Botafogo SAF, empowering the associative club (10% stake) to determine the club's future amid ongoing investor conflicts.
BBI Newsletter
Daily terminal briefing with the next high-conviction Brazilian market setups before the opening bell.
Feira de Santana highlights fiscal strength at B3 roadshow to finance a new municipal hospital, signaling infrastructure investment and PPP opportunities.
CC Capital and OneIM finalize Insignia Financial acquisition, signaling strategic growth and consolidation within the financial services sector.
Brazil's Chamber approved a PEC setting a social assistance spending floor, now moving to the Senate. This fiscal measure has implications for public finances.
Robinhood ($HOOD) reported Q1 2026 revenue growth that fell short of analyst expectations, impacting market sentiment for the fintech platform.
Brazilian municipalities mobilize ahead of a Supreme Court ruling on oil royalties, potentially impacting revenue distribution for producers like $PBR.
Former BRB president Paulo Henrique Costa confirms interest in a plea bargain, seeking release from prison. Developments could impact BRB's governance and $BRBR3.
Brazil's Federal District (DF) advances its Public Governance Maturity Model (MDM) after a pilot involving nine agencies, aiming for improved institutional practices.
GTCO's FY 2025 results show strong core profit growth, offsetting fair value losses. Analysis of key drivers and market implications for $GTCO.
Asian stock markets, led by Japan's Nikkei 225 ($NKY), declined amid geopolitical uncertainties. The Bank of Japan maintained its basic interest rate at 0.75%.
XP research indicates 'Brazil Kit' consolidation, favoring local equities and BRL appreciation, driven by external stability and expected Selic rate cuts.
Brazil's advancing tax reform and phased reduction of state fiscal incentives are forcing trading companies to rethink business models.
Brazil's Desenrola 2.0 aims to renegotiate consumer debt, aiding bank balance sheets and family budgets, but fails to address structural causes of high interest rates.
US equity futures show mixed performance as tech stocks face pressure and oil prices rise. Geopolitical focus on Iran-US talks over maritime routes.
Brazil's IPCA inflation at 4.80% (Focus) exceeds the 4.50% target, leading to market consensus for smaller Selic rate cuts by Copom. Implies tighter monetary policy.
A new series explores Shanghai's rapid development as China's financial center and its broader economic, military, and technological transformation impacting billions.
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