BRA/ZIL News
Serabi Gold CFO Colm Howlin Resigns From Role and Directorship, Effective August 28
Serabi Gold CFO Colm Howlin resigned from his position and directorship effective August 28, 2026, creating leadership uncertainty at the Brazil-focused gold miner.
Sep 2, 2026
InsuranceBanco Bradesco Seguridade (BSP) Posts Strong Profit Growth but Faces Premium Valuation Debate at $26.6 Billion Market Cap
BSP (Banco Bradesco Seguridade) reported strong profit growth, outperforming sector expectations in the Brazilian insurance market
Sep 1, 2026
๐ง๐ท BrazilFDIC Prevails in $1.71 Billion Lawsuit Against Former SVB Counterparties
The Federal Deposit Insurance Corporation has won a $1.71 billion court case stemming from Silicon Valley Bank's March 2023 collapse
Sep 1, 2026
๐ง๐ท BrazilCasas Bahia Surges 47% After Court Approves 180-Day Debt Standstill; Natura and Cemig Also Move
Casas Bahia (BHIA3) shares surged 47% after a Sao Paulo court granted 180 days of creditor protection, suspending debt collection against the retailer
Sep 1, 2026
๐ง๐ท BrazilBrent Crude Surges 3% as US Strikes Iranian Island, Conflict Enters 6th Month
Brent crude rose more than 3% to $90.97/barrel after US struck an Iranian island in the Strait of Hormuz
Aug 31, 2026
๐ง๐ท BrazilBrazil Correios Posts R$5.55B H1 Loss; Government Plans R$6B Rescue Injection
Brazilian postal service Correios posted a net loss of R$5.55 billion in H1 2026, up 30% year-over-year
Aug 31, 2026
๐ง๐ท BrazilGold Plunges 3% and Wall Street Slides After Fed's Warsh Signals Hawkish Stance at Jackson Hole
Gold fell close to 3% while Wall Street reversed the prior day's gains after Fed Chair Warsh delivered a hawkish message at the Jackson Hole symposium
Aug 29, 2026
๐ง๐ท BrazilDollar Climbs to R$5.16, Gold Advances as Markets Await Warsh at Jackson Hole
Brazil's BRL to USD at R$5.16 and gold's advance ahead of Fed's Jackson Hole signal reflect the direct transmission of US monetary policy expectations to emerging market assets.
Aug 28, 2026
BrazilT-Mobile: The Most Competitive Telecommunications Play in a Consolidating Market
An in-depth analysis argues T-Mobile remains the most competitively positioned US telecommunications operator, with continued subscriber market share gains, network quality leadership, and a cost structure advantage over AT&T and Verizon in a consolidating industry.
Aug 28, 2026
๐บ๐ธ United StatesArabica Coffee Futures Plunge 4% on Upgraded Brazil 2026/27 Harvest Outlook
December arabica coffee futures fell 4.35% as updated Brazilian crop assessments signal a larger 2026/27 harvest.
Aug 27, 2026
๐ GlobalBraskem's Mexico JV Files Chapter 11 as Liquidity Crisis Forces Restructuring
Braskem Idesa SAPI, a JV between Braskem SA and Carlos Slim's conglomerate, filed for US Chapter 11 bankruptcy amid mounting financial strain and a worsening liquidity crunch.
Aug 18, 2026
BrazilBrazilian and Spanish Companies Post Strong Q2 EBITDA Growth With Operational Turnarounds
Light SA EBITDA surged 82% with a BRL1.5B capital injection; DASA3 delivered a 53% EBITDA increase; Spain's Obrascon hit its highest construction margin since 2017.
Aug 18, 2026
๐ GlobalCasas Bahia Files for Bankruptcy as Brazil's High Selic Rate Crushes Consumer Retail
Casas Bahia, one of Brazil's largest retail chains, filed for bankruptcy protection under high debt load
Aug 18, 2026
๐ง๐ท BrazilSafra Recommends Porto and Petrobras for Brazilian Day Trades With 4-11% Target Returns
Safra Corretora recommends buying Porto (PSSA3) and Bradsaรบde (SAUD3) for day trade gains this week
Aug 18, 2026
Latin-AmericaQ2 2026 LatAm Earnings: SABESP Revenue Up 9.4% as Brazil Infrastructure Stocks Navigate Cost Pressures
SABESP posts Q2 revenue growth of 9.4% while advancing its BRL 40 billion universal-access program, as broader LatAm infrastructure earnings show resilience against higher financing costs.
Aug 16, 2026
InsuranceWiz Co Posts Record-Low 0.3x Leverage in Q2 2026 as Regulatory Pressure Hits Credit Segment
Brazilian insurance holding Wiz Co (BSP:WIZC3) achieves record-low 0.3x leverage in Q2 2026 while navigating regulatory headwinds in its credit segment, per GuruFocus earnings highlights.
Aug 16, 2026
๐ง๐ท BrazilAzul S.A. Q2 2026 Earnings Call: Brazilian Carrier Navigates Fuel Costs and FX Headwinds
Azul S.A. (NYSE: AZUL) held its Q2 2026 earnings call on August 14, with CEO John Rodgerson leading the discussion
Aug 15, 2026
๐ GlobalBraskem Beats Q2 Estimates as Persian Gulf War Disruptions Lift Petrochemical Margins
Brazilian petrochemicals giant Braskem reported better-than-expected Q2 results driven by supply disruptions from the Persian Gulf
Aug 14, 2026
๐ง๐ท BrazilCemig Q2 Net Profit Falls 20.44% to R$945M as Compass Posts 19% Decline โ Brazil Utilities Under Selic Pressure
Cemig (CMIG4) Q2 2026 net profit fell 20.44% to R$945.44 million while Compass (PASS3) dropped 19% to R$287M โ both regulated Brazilian utilities squeezed by high Selic rate financial charges and ANEEL tariff constraints.
Aug 14, 2026
๐ง๐ท BrazilBrazil Q2 Earnings: Mater Dei +66% vs Azzas -62.5% Show Sharp Sector Divergence
Azzas 2154 (AZZA3) reported Q2 recurring net profit of R$106.5 million, down 62.5% year-on-year
Aug 13, 2026
๐ง๐ท BrazilEneva Q2 Profit Collapses 91% to R$31M While Minerva Beef Falls 57% as Brazil Sector Margins Crack
Eneva (ENEV3) net profit plunged 91.4% to R$31 million in Q2 2026 amid investment cycle costs, while Minerva Foods (BEEF3) saw profit fall 57% to R$196.9 million as Brazilian cattle cost inflation and leverage weighed on both energy and protein exporters.
Aug 13, 2026
๐ง๐ท BrazilRumo Beats Q2 Estimates at R$688M Profit as Sabesp Hits R$1.46B In-Line Amid Privatisation Transition
Rumo (RAIL3) beat Q2 2026 consensus with R$688 million adjusted net profit despite a 5.8% YoY decline, while Sabesp (SBSP3) reported R$1.46 billion profit down 31.4% but in line with expectations as privatisation integration proceeds on track.
Aug 13, 2026
๐บ๐ธ United StatesVinci Compass (VINP) Q2 AUM Surges 19% on Strategic Acquisitions and Record Fee-Related Earnings
Vinci Compass Investments Q2 2026 earnings show 19% AUM surge to record levels, driven by strategic acquisitions and strong fundraising, with a robust H2 pipeline outlined.
Aug 13, 2026
๐ง๐ท BrazilBrazil STF Rules Soy Moratorium Legal, Exempting Grain Traders From Compensation Claims
Brazil's Supreme Court rules the Soy Moratorium is a legal agreement, exempting grain trading companies from compensation liability and removing a major financial risk from Cargill, Bunge, and ADM.
Aug 13, 2026
๐ง๐ท BrazilIbovespa Extends Seven-Session Losing Streak as Risco Brasil and USD/BRL Climb to R$5.18
Ibovespa falls for the seventh consecutive session with USD/BRL climbing to R$5.18 as election uncertainty sustains the 'risco Brasil' risk premium and drives institutional selling.
Aug 13, 2026
๐ง๐ท BrazilBrazil 2026 Polls Show Lula Leading Flรกvio Bolsonaro by 5-6 Points in Tightening Race
Two polls show Lula leading Flรกvio Bolsonaro by 48.5% to 43% (Meio/Ideia) and 44% to 39% (Genial/Quaest) in the second round
Aug 6, 2026
๐ GlobalIbovespa Slips 0.06% as Itaรบ Drops 2% Before Earnings; Dollar Climbs to R$5.13 Pre-Copom
Brazil's Ibovespa closed down 0.06% at 177,894.97 points, pressured by Itaรบ (ITUB4) falling over 2% ahead of its Q2 2026 earnings release.
Aug 5, 2026
๐ง๐ท BrazilBTG and Planner Update August Dividend Portfolios with 12-13% Yield Picks
BTG Pactual added Engie Brasil (EGIE3) to its August dividend portfolio targeting yields up to 12.8%
Aug 4, 2026
๐ง๐ท BrazilOil Tumbles as US-Iran Truce Boosts Wall Street at Start of August
Oil prices fell sharply Monday as a temporary halt in US-Iran conflict reduced the geopolitical risk premium in energy markets
Aug 4, 2026
๐ง๐ท BrazilSantander Brasil and Itaรบ Among 8 Brazilian Companies Paying Dividends This Week
Santander Brasil (SANB11) and Itaรบ Unibanco (ITUB4) are among 8 companies paying dividends this week
Aug 3, 2026