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José Roberto Mendonça de Barros

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Situations

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Brazil: market rally, tight rates, fiscal strain, stimulus

226 clusters · 1107 sources · last updated

Latest: Brazil faces fiscal crunch, prompting shift to inflation‑linked bonds

Brazil’s equity market kept its upward momentum through late July 2026, with the Ibovespa above 177,000 points and the real near R$5.05 per dollar. The IMF’s latest outlook projected 2.4 % GDP growth for 2026 and 2.2 % f

[ACTIVE] [POLITICS] [BUSINESS] [BR]

Brazil Lula economic reforms

3 clusters · 18 sources · last updated

Latest: Brazil urged to adopt fiscal adjustment early in Lula's next term

In July 2026 President Lula's government advanced two linked reforms: PLP 186/2026 to raise the annual revenue ceiling for Microempreendedor Individual (MEI) entities from R$ 81 000 to R$ 110 000 in 2027 and to R$ 140 00