macro.buzz Sign in

Brazil

This week · 27 voices
i

About this page

Entity · countries

This week · 27 of the 74 voices we track · 38 mentions

Oct 8 → Oct 15, 05:30 ET · Last update Oct 10, 03:24 ET (for the window to Oct 9, 05:30)

Earlier: September 2026 · August 2026 · July 2026

Expectant

Brazil dominated the period through a closely watched presidential runoff, after Flávio Bolsonaro outperformed expectations and led Luiz Inácio Lula da Silva in the first round; reporting framed the result as a possible rightward shift for Brazil and South America 232938. Markets reacted strongly, with the real, equities and Brazil ETFs rallying, though investors also expected sharp volatility and remained focused on the fiscal implications of any Bolsonaro victory 25264215. Coverage also highlighted Brazil’s commodity importance: rains are delaying the sugar harvest, while soybean planting is slightly behind last year but supported by beneficial moisture and record crop estimates 110.

From the window to Oct 9, 05:30 ET — this window's take is still to be written.

Where the voices land

All voices 7 voices

1 worsening6 improving

Sharply worsening

  • RBRaphael BulascoschiSharply worsening Expects Brazil's 26-27 wheat crop to be one of the smallest in many years, with a downside bias from harvest rain. “Conab currently estimates the 26-27 crop of wheat at 5.8 million tons, now 26.2% year-on-year” ▶ 3:32 Black Sea Wheat Crisis Hits Brazil as Its Own Cr… · 13 Oct

Improving

  • LALarissa AlvarezImproving Sees Brazil's beef sector outlook as constructive, supported by tighter supplies, diversified exports and resilient domestic demand. “i continue to see supportive fundamentals for the brazilian cattle sector” ▶ 7:25 Brazil Cattle Farms Keep Females but Slaughter S… · 14 Oct
  • ACAlan CarterImproving Expects whoever wins Brazil's runoff election will be very positive for Cabral and supportive of the resource industry. “I think whoever wins the election, it will be very positive for us.” ▶ 15:29 Cabral Gold on Commercial Production, Phase 1 Ex… · 13 Oct
  • TCTavi CostaImproving Expects Brazilian equities to keep outperforming US equities. “brazilian equities relative to u.s equities for instance have been doing very well” ▶ 1:45 Bond Market Reckoning: Why Your Money Is Next | … · 12 Oct
  • PSPhilip SmithImproving Expects Brazil to be among the winners as the US turns into a net beef importer. “the winners in that situation will be Argentina, Brazil, and Australia” ▶ 36:04 Argentina's Bonds Price 2027 Election as Grain W… · 12 Oct
  • MBMarcelo BonifacioImproving Expects Brazil's 27-28 center-south crop to be a record in sugarcane crushing, with sugar production around 42 million tons. “the 27-28 crop the next year crop for center-south will be a record in terms of sugarcane crushing” ▶ 13:38 Brazil Rains Push Sugar Mills to December and Da… · 8 Oct

Sharply improving

  • LRLeonardo RossettiSharply improving Expects Brazil's next coffee crop outlook to improve, with above-normal rainfall supporting flowering and a positive early outlook for 2027-28. “rainfall in many producing regions has been much above normal in Brazil supporting flowering development and improving the outlook for the next year's crop” ▶ 2:17 Brazil Coffee Exports Hit a Record and Arabica's… · 13 Oct

1 worsening6 improving

Also asked

Risk 1 voice← rising · easing →

1 rising

High risk

  • BSBruno SantosHigh risk Sees a risk of logistical diesel disruptions in Brazil's center-west, north and northeast during soybean planting, though no systematic shortage. ▶ 9:25 Diesel Supply Tightens Despite Recovering Crude … · 12 Oct

Mentions

38 this week
Wed 7Thu 8 · 11Thu 15

Stories it travels in

i

The stories

  • ○ a voice, on the left
  • ◌ a voice raising half of these
  • ● a subject, on the right, under its story
  • ⌒ a line is a voice raising a subject — thicker, more items; colour is the story

The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.

Who brings it up

See what your own voices say about Brazil, every morning.

Start a desk