Brazil Senate committee backs central bank autonomy despite Lula resistance

A Brazilian Senate committee on Wednesday advanced a bill to grant the central bank financial autonomy, boosting its independence in a move opposed by President Luiz ​Inacio Lula da Silva's administration.

Reuters • Jun 10, 2026

EWZ: Brazilian Equities Still Have Upside, But The Trade Is Less Clean

Brazilian equities still look attractive versus U.S. markets, especially if global risk appetite improves. Brazil's domestic setup has become less clean, as the interest-rate futures curve has moved higher and the easing-cycle narrative looks less supportive than earlier this year. Foreign outflows since April are a warning sign, but they seem driven by global risk-off, profit-taking, and U.S. rate pressure rather than a broken Brazil thesis.

Seeking Alpha • Jun 10, 2026

Chinese, Brazilian ETFs And More On CNBC's 'Final Trades'

On CNBC's "Halftime Report Final Trades," Oliver Renick, the network's Options Reporter, said that while the S&P 500 has been on a 9-day winning streak, international stocks lagged last week.

Benzinga • Jun 4, 2026

Trump administration proposes 25% tariff on Brazilian goods over unfair trade practices

U.S Trade Representative Jamieson Greer said that the investigation under Section 301 was launched at the direction of U.S. President Donald Trump.

CNBC • Jun 2, 2026

Brazil plans $10 bln Eco Invest auction, eyes foreign investors

Brazil expects to raise 50 billion reais ($9.92 billion) in what will be the most ambitious auction yet under its Eco ​Invest program, focused on developing advanced sustainable technologies in strategic ‌sectors, Rogerio Ceron, executive secretary of the Finance Ministry, told Reuters.

Reuters • May 25, 2026

Petrobras and Vale Fuel EWZ's Huge Payouts, But You Shouldn't Expect Consistency

The iShares MSCI Brazil ETF (NYSEARCA:EWZ | EWZ Price Prediction) has rallied alongside Brazilian equities, lifting shares roughly 48% over the past year.

24/7 Wall Street • May 14, 2026

3 Market Themes Driving Stocks Right Now: AI, Alt Energy and Commodities

AI, Alternative Energy and Commodity stocks are all leading this market as a confluence of economic developments drive growth and constrain supply.

Zacks Investment Research • May 8, 2026

How EWZ and EWW Investors Are Riding Commodity and Supply Chain Tailwinds

Latin American equities have quietly become one of the strongest regional trades of 2026, and three exchange-traded funds capture the move from very different angles.

24/7 Wall Street • May 7, 2026

EWZ: A Compelling Opportunity For Brazilian Equities At A Discount

I rate iShares MSCI Brazil ETF (EWZ) a Buy, citing asymmetric upside from monetary easing, election repricing, and commodity strength. Brazilian equities trade at a 9.6x forward P/E, supported by high real rates, a strengthening real, and an anticipated rate-cutting cycle. EWZ's concentrated exposure to Vale and Petrobras, combined with financials, benefits from commodity tailwinds and robust dividend yields.

Seeking Alpha • May 5, 2026

Eyes On Brazilian Assets - Compelling 2026 Opportunity

Brazil's current P/E of 12.5x versus emerging markets' 16.2x suggests a potential 29% upside if re-rating occurs post-election. Risks include Lula's political resilience, judicial influence, and historical underperformance at similar P/E levels, necessitating careful timing and monitoring.

Seeking Alpha • May 1, 2026