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 →Brazilian Stocks Shine: Ânima and Allos Q3 Profits More Than Double, Beating Analyst Estimates
Nov 6, 2026
Brazil Q3 Earnings: C&A Net Profit Surges 145%, Totvs Drops 8.8%, SmartFit Climbs 40%
Nov 5, 2026
FIS Slashes FY26 Guidance, CFO James Kehoe Departs; Shares Tumble 15.3% on Q3 Results
Nov 4, 2026
HPE Rates Strong Buy at $73 Fair Value as Networking Revenue Emerges as AI-Era Earnings Growth Driver
Nov 3, 2026
Halliburton (HAL) Slips on Profit-Taking After Q3 Rally, Strong International Growth Outlook Intact
Nov 2, 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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