GOVERNMENT & PUBLIC FINANCES
After letter from Flávio Bolsonaro, PSDB, MDB and União Brasil reaffirm confidence in the polls
Aécio Neves called the conduct “incomprehensible”, and the PL, through the voice of Valdemar Costa Neto, said it did not like the letter.
Contração fiscal expansionista: para Bráulio Borges, Brasil parte de posição favorável
Economista da 4intelligence e da FGV Ibre defende que ajuste crível derrubaria juros e que o spread de 10 pontos pode cair com sinal fiscal coerente.
AI data center boom hits US ballot box as local limits votes
Voters in ten states vote on Tuesday (Nov. 4) on restricting data centers, amid local opposition to expanding AI infrastructure.
Treasury denies that the government discusses IOF on exempt bonds, but admits studying the taxation of these securities
Daniel Leal stated that no measures on the topic have been taken at this time, although the government has been evaluating ways to tax these securities for some time.
Flávio Bolsonaro arrives in Miami with his family amid legal questions and allies come to his defense
Eduardo Bolsonaro and Alexandre Ramagem post photos with Flávio, who, according to Money Times, failed to comply with a court order by leaving the country.
CBS rate of 11.3% surprises and raises alert for taxes in 2027
TCU calculates 11.3% for CBS, above the reference of 9.21%, and the Senate has until December 15th to define the 2027 rate.
Central government records primary surplus of R$4.839 billion in September with real revenues rising by 13.6%
The result exceeded the expectation of R$4.650 billion from economists consulted by Reuters and reversed the deficit of R$14.379 billion in September 2025.
Child welfare gains space in plans and grandparents enter planning
Brasilprev, linked to Banco do Brasil, points out that children up to 10 years old jumped from 26% to 40% of beneficiaries between 2021 and 2026.
Valdemar criticizes Flávio's letter and exposes crisis in the PL with Bolsonaro
President of the PL says “I didn't like” the senator's text, while UBS GWM assesses that the letter should not affect asset prices.
US GDP accelerates to 3.4% in 3Q26 and exceeds analyst projections
First reading shows the fastest pace in almost three years, with investment and consumption driving expansion and exports falling.
Central government records primary surplus of R$4.839 billion in September, higher than expected
The result was slightly above the median of economists consulted by Reuters and was well above the negative balance of the same month of the previous year.
Senate in dispute: Alcolumbre faces advances from the right towards the 2027 election
Election for the presidency of the House, in February 2027, should test the Lula government and the strength of the opposition, according to InfoMoney.
Re-elected for the 4th term, Lula plans to resume travel and has the USA among his first destinations
According to Revista Oeste, Lula intends to go to the G20 in December, in Miami, where he may have his first meeting with Trump since his re-election.
Lula will have a loyal base of one in four deputies in his fourth term, says Diap
Diap's survey identifies 124 deputies with consistent support, the smallest contingent since the Collor government in 1990.
Flávio Bolsonaro enters the USA for humanitarian reasons and without a prior visa
Entry record indicates a one-year stay granted to the senator, while the visas promised by the State Department have not yet been issued.
USA: Trump and Obama intensify campaign that defines control of Congress
Midterm elections define who will command Congress for the next two years, with the Senate at 53 to 47 for Republicans and Trump's popularity near a record low.
PL leaders reaffirm support for Flávio Bolsonaro after defeat and trip to the USA
In a note signed by senators Sóstenes Cavalcante and Carlos Portinho, the bench declares solidarity with the former candidate and says it remains united in defense of…
Ministry of Labor places auditors on task force against threats to workers by vote
After the election, posts with great reach encouraged dismissals and boycotts due to political preference, according to InfoMoney; Minister Luiz Marinho announced a…
Lula's victory and Flávio's trip to the USA put relations with Washington under pressure
Eurasia Group sees more stressed bilateral relations, but without US retaliation, and trade negotiations continue
Ambev has an adjusted profit of R$4.4 billion in the 3rd quarter and exceeds analyst estimates
The balance sheet shows an increase of more than 14% in adjusted profit and 8.9% in organic Ebitda, while reported profit fell 10.2% in the annual comparison.
President of the TSE states that the 2026 elections took place normally
Kassio Nunes Marques responds to Flávio Bolsonaro's letter, which classifies the election as rigged, and says that the Electoral Court respects the will of the…
After Lula's re-election, XP stops treating changes in public accounts as a base scenario
According to XP Investimentos, the bet on changing public accounts is no longer a base scenario after the re-election, and the investment strategy will need to change…
Abstention falls in the 2nd round of 2026 and hits the lowest level since 2006
According to Exame, 19.22% of voters stopped voting in the 2nd round, compared to 21.08% in the 1st, with Lula winning with 51.79% of valid votes.
Lula will have 18 months to balance the books under market pressure
Debt close to 83% of GDP, Budget almost completely blocked and rise in the dollar after re-election place the beginning of the fourth term under scrutiny.
Fabiano Rosa sees Moraes’ decision on Flávio’s passport as “hasty” and demands transparency
For the legal commentator, the retention of the senator's passports was decided hours after the election, which raises doubts about the timing.
Imposto do pecado deve ser definido nesta semana e entra em vigor já no ano que vem
Selective Tax, foreseen in the tax reform, will come into effect from next year, and the definition of the affected items worries consumers and companies.
Flávio Bolsonaro's departure to the USA weighs more on the senator's image, says former minister
For Maílson da Nóbrega, the defeated senator's statement tends to worry the business community less than the credibility of the parliamentarian himself.
Flávio Bolsonaro clears 78 voting locations in the 2nd round, the majority in the North Region
Survey shows that the PL senator did not have any votes in 78 places, where Lula concentrated the valid votes. The data is punctual, but it helps to read the map of the…
TCU calculates the CBS reference rate at 11.35% and exposes the knot of public accounts
A calculation released approximately two months after the charge, after the Budget and the election, shows that the tax reform was discussed for two years without…
Government studies dirty list and credit cut for companies that practice electoral harassment
Minister of Labor states that the proposal, still under study, would make the Central Bank notify the financial system about punished companies.
Flávio Bolsonaro wants to lead the US opposition, but depends on allies in Brazil
Defeated by Lula, senator arrives in Miami, publishes letters with different versions and sees Trump move away from the case
PF sees evidence of paperwork done after charging in operations between Master, Tirreno and BRB
Partial report of Inquiry 5,026, at the STF, points out that supporting documents would only have been concluded after questions from control bodies, according to…
After Lula's victory, PT chiefs argue that public debt is not a problem
According to Estadão, PT leaders defend more spending and lower interest rates, a thesis that the newspaper considers wrong and has already been tested without success…
Between Dilma 2 and Lula 1, the new government has to choose the country’s direction
According to columnist Rodolfo Amstalden, from Seu Dinheiro, the electoral bifurcation remains open, now with the Lula 4 government facing two opposing paths.
Netanyahu accuses Arab parties of fraud in elections with no definitive results yet
Israeli Prime Minister claims to have sent evidence to the authorities, but it was not published on the social network
Weight-loss medicines redesign the supermarket cart in the United States
According to Exame, American families who started using these medications spend less on sweets, cookies and snacks and more on yogurt and fresh fruit.
After circuit breaker, Durigan sees market reaction as an effect of electoral defeat
Minister of Finance says that the government remains in contact with financial agents and that the purchase of around R$10 billion in bonds sought to rebalance the…
US Treasury interest rates above 5% reveal the weight of the US$ 2 trillion deficit
According to CNBC, long yields above 5% make credit more expensive for families and the government, while the November elections are expected to maintain the fiscal…
Lula says he will govern for 215 million and aims to regulate social media
In his first speech after his fourth term, the president talks about regulating digital platforms while businesspeople suspend donations and social projects.