BRA/ZIL News
American Express Recruits New Chief Risk Officer from US Bancorp as Credit Cycle Management Takes Center Stage
American Express recruited its next Chief Risk Officer from US Bancorp, signaling a focus on credit risk management as consumer debt levels and interest rates remain elevated
Oct 30, 2026
๐ง๐ท BrazilSuzano Raises Pulp Prices $50/Ton for Europe and North America Effective November
Suzano (SUZB3) notified European and North American customers of a $50-per-ton pulp price increase effective November.
Oct 30, 2026
๐ง๐ท BrazilNucor NUE Positioned for FY2027 Growth as Steel Tariffs and New Capacity Drive Margin Expansion
Nucor is positioned for FY2027 growth as steel tariffs and newly commissioned production capacity drive margin expansion per analysis
Oct 29, 2026
๐ง๐ท BrazilNovartis NVS Q3 2026 Earnings Call: CEO Narasimhan Spotlights Innovative Medicine Pipeline
Novartis CEO Vasant Narasimhan led the Q3 2026 earnings call on October 27 with Kisqali and Entresto as key innovative medicine performance drivers
Oct 29, 2026
๐ง๐ท BrazilBrazilian Q3 Earnings: Movida Profit Surges 117% to R$152M While Klabin Drops 18% to R$393M
Movida Q3 profit surged 117% to R$152.1M beating guidance while Klabin dropped 18% to R$393M, showing Brazil earnings season divergence
Oct 29, 2026
๐ง๐ท BrazilBrazilian Earnings: Movida Q3 Profit Surges 117% While Klabin Packaging Falls 18%
Movida Q3 net income surged 117% to R$152.1M beating guidance while Klabin Q3 profit fell 18% to R$393M, showing Brazil's split earnings cycle between consumer recovery and commodity pressure.
Oct 29, 2026
๐ง๐ท BrazilWall Street Closes Higher as Oil Prices Ease and Semiconductor Stocks Recover Ahead of Fed Decision
US equity indices gained on October 27, supported by easing oil prices and recovery in semiconductor stocks
Oct 28, 2026
๐ง๐ท BrazilIbovespa Attempts Recovery After Lula Re-election Shock as BRL Stabilizes Near R$5.41
The Ibovespa futures index turned positive on October 27 as markets attempted recovery from the prior day's Lula-driven selloff
Oct 28, 2026
๐ง๐ท BrazilBrazil ETF Plunges 20% on Lula Reelection โ Should Investors Buy the Dip in MercadoLibre?
A Brazil-focused ETF dropped 20% on the session following Lula da Silva's reelection, with MercadoLibre (MELI) falling 8% as investors reassessed Brazil's fiscal and regulatory outlook.
Oct 28, 2026
๐ง๐ท BrazilAMD Shares Rise 1.5% Premarket as GF Securities Lifts Price Target to $720 on AI Semiconductor Demand
Advanced Micro Devices (AMD) shares climbed 1.5% in premarket trading on October 27, 2026 after GF Securities raised its price target to $720.
Oct 27, 2026
๐ง๐ท BrazilIbovespa Plunges 13.88% in Worst Daily Drop in Six Years as Dollar Surges 8% on Lula Re-Election
Brazil's Ibovespa fell 13.88% โ its worst single-day decline in six years โ after Lula's surprise re-election
Oct 27, 2026
๐ง๐ท BrazilIbovespa Circuit Breaker Fires at 10:03 as Brazilian Markets Sell Off on Election Shock
Ibovespa trading suspended at 10:03 Monday after circuit breaker triggered on sharp index decline linked to election result
Oct 26, 2026
๐ง๐ท BrazilTravelex Bank Warns 6% BRL Plunge and Ibovespa Circuit Breaker on Lula Reelection
Travelex Bank treasurer Marcos Weigt forecasts the US dollar surging 6% against BRL following Lula's surprise reelection
Oct 26, 2026
๐ง๐ท BrazilIbovespa Falls 16.88% and Hits First Circuit Breaker Since Pandemic on Lula Reelection
Ibovespa opened Monday with a 16.88% decline to 170,461 points โ the first circuit breaker halt since the pandemic
Oct 26, 2026
๐ง๐ท BrazilTravelex Forecasts 6% BRL Collapse and Circuit Breaker After Lula's Surprise Reelection
Travelex Bank forecasts the Brazilian real to fall 6% in immediate post-election trading after Lula's surprise reelection
Oct 26, 2026
๐ง๐ท BrazilB3 Exchange Modifies Trading Limits for Dollar Futures and Ibovespa Ahead of Circuit Breaker Fears
Brazil's B3 exchange announced emergency trading limit modifications for dollar futures and Ibovespa contracts ahead of circuit breaker fears tied to Lula's fiscal announcement.
Oct 26, 2026
๐ง๐ท BrazilJP Morgan Downgrades Brazilian Real and Bonds to Neutral, Warns of Circuit Breakers Monday
JP Morgan downgraded Brazilian real and government bonds from overweight to neutral, warning of circuit breaker risk at B3 on Monday following Lula's fiscal policy announcement.
Oct 26, 2026
๐ง๐ท BrazilBrazil Presidential Debate: Lula and Bolsonaro Clash on Family Debt, Agribusiness, and Purchasing Power
Brazilian presidential candidates Lula and Flรกvio Bolsonaro debated on TV Globo, clashing on family debt, agribusiness, and purchasing power
Oct 24, 2026
๐ง๐ท BrazilIbovespa Rises Ahead of Election Second Round as Weak IPCA-15 Inflation Lifts Rate-Cut Hopes
Brazil Ibovespa futures rose 0.78% on the final session before the October 26 presidential second round, buoyed by weaker-than-expected IPCA-15 inflation.
Oct 24, 2026
๐ง๐ท BrazilIbovespa Tumbles 3,000 Points as Brazil Presidential Election Uncertainty Peaks Three Days Before Vote
Brazil benchmark index sheds over 3,000 points as investors reduce equity exposure ahead of a tightly contested presidential second round with materially divergent fiscal policy platforms.
Oct 23, 2026
๐ง๐ท BrazilIbovespa Futures Fall Ahead of Presidential Election Run-Off as Oil Surges 2% on Houthi Attacks
Brazilian Ibovespa futures fell as the country enters the final stretch before Sunday's presidential election second round.
Oct 22, 2026
๐ง๐ท BrazilIJR Small-Cap ETF Delivers 1,080% Return Since Inception as Diversification Case Strengthens
The iShares Core S&P Small-Cap ETF (IJR) has delivered over 1,080% total return since inception and remains the largest small-cap ETF, as the case for small-cap diversification gains renewed traction in a mega-cap dominated market.
Oct 21, 2026
๐ง๐ท BrazilEquinor Executes Third Tranche of 2026 Share Buyback Programme, Returning Capital to Shareholders
Equinor ASA has disclosed transactions completed under the third tranche of its 2026 share repurchase programme, continuing the Norwegian oil major's systematic capital return to shareholders.
Oct 20, 2026
๐ง๐ท BrazilBrazil Presidential Debate Called 'Non-Event' for Markets; Post-Debate Polls Expected Monday Through Thursday
The first presidential debate between Lula and Flรกvio Bolsonaro on Sunday October 18 was labeled a 'non-event' for Brazilian financial markets, with no meaningful shift in investor expectations following the broadcast.
Oct 20, 2026
๐ง๐ท BrazilBrazil Presidential Race in Statistical Tie: Bolsonaro Holds Slim Lead in Final Second-Round Polls
Two polls released Monday show Brazil's presidential runoff in a statistical tie: Futura has Flรกvio Bolsonaro at 48.3% vs. Lula at 47.5%; BTG/Nexus shows Bolsonaro 46.5% vs. Lula 45.9%.
Oct 20, 2026
๐ง๐ท BrazilTravelers Companies (TRV) Q3 2026 Earnings: P&C Sector Faces Elevated Hurricane Season Losses
Travelers Companies (TRV) Q3 2026 earnings call reveals P&C insurance sector pressures from elevated Atlantic hurricane losses โ watch combined ratio for sector read-through.
Oct 17, 2026
๐ง๐ท BrazilBrazil Presidential Runoff in Statistical Tie as Bolsonaro Leads Lula 46.8% to 45.9%
Two polls show Brazils 2026 presidential runoff in a dead heat โ Bolsonaro at 46.8-49% vs Lula at 45.9-47.5%, sustaining BRL and Bovespa market uncertainty.
Oct 17, 2026
๐ง๐ท BrazilBrazilian Construction Companies Report Weak Q3 Previews, Shares Fall on Margin Concerns
Brazil's leading construction companies reported disappointing Q3 preliminary results, sending their shares lower
Oct 16, 2026
๐ง๐ท BrazilBolsonaro Leads Lula 50% to 49% in Brazilian Presidential Run-off Poll, Signaling Electoral Knife-Edge
A new poll shows Flรกvio Bolsonaro with 50% vs Lula's 49% in a simulated second-round scenario, within the margin of error
Oct 16, 2026
๐ง๐ท BrazilPhillips 66 Rated Buy on Strong Macro Tailwinds, Q2 Beat, and Top Dividend Yield
Phillips 66 (PSX) is rated Buy by SeekingAlpha analysts based on strong macro tailwinds, a Q2 earnings beat, and an above-average dividend yield
Oct 15, 2026