Brazil Research
Brazil market intelligence
AI-powered intelligence for Brazilian markets — Bovespa, BCB, commodity exports.
Desks covering Brazil
📊 Weekly briefings
All briefings →Sep 15
Wall Street and European Markets Retreat as AI Warnings Meet Oil Near $110
Wall Street indices fell at the open as AI slowdown concerns and oil near $110/bbl weighed on sentiment.
Sep 11
Baron Emerging Markets Fund Gained 19.61% in Q2 2026, Outperforming Benchmark
Baron Emerging Markets Fund gained 19.61% (Institutional Shares) in Q2 2026, delivering strong outperformance versus the benchmark index
Aug 20
Delaware North Names Seth Rose President of Patina Restaurant Group
Delaware North promoted Seth Rose to president of its Patina Group premium dining division.
May 15
CNBC Final Trades: Nvidia, CVS Health, Vertiv, Transocean highlighted
The Quick Take * CNBC 'Final Trades' segment named Nvidia and CVS Health as top picks by industry experts * Transocean (energy/offshore drilling) and Vertiv Holdings also received analyst support on the segment * No specific price targets or quantitative data were disclosed in the available coverage * Analyst conviction signals from CNBC segment may drive short-term retail momentum in named stocks * Nvidia's continued presence in analyst picks reinforces global AI-semiconductor demand narr
May 12
Brazil Fixed Income: 14 Bonds Recommended Amid High-Rate Environment in May
The Quick Take * Brokerages recommend 14 fixed-income securities for May 2026, including public bonds and private credit instruments * Elevated interest rates in Brazil are driving demand for inflation-linked public bonds and higher-yield private credit * XP highlights a high-interest-rate scenario requiring greater selectivity in fixed-income investments, including CDBs * Private credit instruments are being positioned to 'turbocharge' portfolio returns above baseline fixed-income rates *
May 11
AWS Signs R$160M AI Deal with Brazilian Legaltech Unicorn Enter
The Quick Take * AWS signed a R$160 million (~US$32M) generative AI contract with Brazilian legaltech startup Enter — one of Brazil's largest gen-AI deals * Enter's valuation tripled in one year to US$1.2 billion, confirming unicorn status amid new investor inflows * No individual analyst or institutional response cited, but deal signals Amazon's deepening commitment to Brazil's AI market * Enter is accelerating expansion with new investors, suggesting further fundraising rounds and product
💼 Earnings & corporate
More →Invesco Senior Floating Rate Fund Underperforms Benchmark in Q2 2026 Amid Market Volatility
Sep 24, 2026
Baker Hughes Rated Buy as Power Generation Ramp Drives LNG Equipment Super-Cycle
Sep 19, 2026
UBS Names Coca-Cola Its Top Consumer Pick Despite 20.8% GF Value Premium and Cautious Spending Outlook
Sep 16, 2026
Invesco Global Focus Fund Beats Benchmark in Q2 2026 on IT Sector Outperformance
Sep 16, 2026
AutoZone Trades 22.4% Below GF Fair Value as Q4 Earnings Approach Tuesday
Sep 15, 2026
🏛️ Macro & policy
More →Dow Jones Slumps as Inflation Data Reignites Federal Reserve Higher-for-Longer Fears
Sep 17, 2026
Lethal Screwworm Fly Resurges in US Cattle 60 Years After Eradication, USDA Confirms
Jun 6, 2026
Brazil's Mega-Sena Marks 30 Years With R$300M Non-Accumulating Special Draw on May 24
May 19, 2026
Brazil's Mega-Sena Lottery Jackpot Climbs to R$65M After Consecutive Rollovers
May 19, 2026
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