News Archive

Every report the desk has filed, searchable by full text, topic, format, symbol and date range.

Filtering:EWZ

Trade and Sanctions Risk Re-Prices as Brazil Opens Reciprocity Case and Treasury Escalates on Iran

Brasília launches a formal reciprocity process against US tariffs while Treasury Secretary Bessent signals measures against Iran 'never seen' before, layering fresh geopolitical premium onto commodity and EM risk.

Brazil has initiated a reciprocity process in response to US tariffs, opening a second front in the trade dispute cycle. Simultaneously, US Treasury signaled unprecedented enforcement measures against Iran, a combination that raises energy and emerging-market risk premia.

SPECIAL REPORTBEARISH

Brazil's Capital Markets Reopen As B3 Books First IPO In Five Years

Exchange operator posts 17% recurring revenue growth while Vamos doubles profit on 89% fleet utilization, signaling a broad cyclical turn in Brazilian corporate activity

B3 reported recurring revenue up 17% and hosted Brazil's first initial public offering in five years, a milestone signaling the reopening of a primary market frozen since the last rate-tightening cycle. Separately, fleet lessor Vamos doubled profit as utilization reached 89%, evidence that Brazilian industrial demand and financing conditions are improving in tandem.

MARKET REPORTBULLISH
Most covered symbols

Each chip opens the Research terminal for that symbol, where its archive coverage is listed alongside the fundamentals.