Global Scans · Brazil · Weekly Summary

WHAT'S NEXT?: A recession in Brazil is expected to bottom out with growth turning positive starting in 2017. Its economy is expected to require a long period of fiscal and monetary adjustment after the political turmoil and public discontent of the last two years.

• [New] While the S&P 500 remains at historically high valuation premiums, a CAPE-based analysis suggests superior expected returns in cheap EM markets like Brazil and Turkey, particularly as EM earnings are projected to finally break out of a 14-year plateau in 2026. The Emerging Markets Investor
• [New] In 2026, STEM for All will be expanded in 2026 to countries including the Czech Republic, Poland, Greece, Romania, Italy, Germany, the Netherlands, Brazil and South Korea. BusinessGhana
• [New] Blockchain infrastructure projects in India and Brazil could yield high returns as adoption grows. Interactive Crypto
• [New] As per Beijing's announcement, Brazil's import quota will be 1.106 million tons in 2026, 1.128 million tons in 2027 and 1.151 million tons in 2028. Archer Financial Services
• [New] Brazil's government could back a plan that would allow individual beef exporters to each ship at least 8,000 metric tons of products to China per year. Archer Financial Services
• [New] Even with stable global growth, idiosyncratic risks that could dampen global growth are rising - from Japan's fiscal trajectory and China hard-landing risks to elections in Brazil and Colombia as well as USMCA negotiations for Canada and Mexico. FXStreet
• [New] Banco do Brasil and Fundacao Dom Cabral, the Brazilian economy is expected to grow between 1.7% and 2.2% in 2026. hEDGEpoint Global Markets
• [New] In 2026, there will be various elections in about 60 countries around the world - some of them being general elections, as in Brazil and New Zealand, and others more specific, like in Colombia and the United States. Greenpeace International
• [New] Countries such as India, Mexico, Nigeria, South Africa, Brazil, and Ethiopia are expected to add the most total beverage alcohol volumes between 2024 and 2029. Vinetur
• [New] Brazil has surpassed the U.S. as the world leader in soybean production, with an additional 70 million acres of unimproved pastureland that could come into production within the next 10 years. Farm Progress
• [New] The U.S. Centers for Disease Control and Prevention (CDC) flags Brazil as a high risk for U.S. travelers, with Oropouche circulating. Vax-Before-Travel
• [New] Building on the efforts of the COP 30 Brazilian Presidency, Turkey and Australia will work together, and with Pacific island countries, to strengthen and elevate the action agenda. Mirage News
• [New] Brazil enters 2026 as a relatively resilient, opportunity-rich middle power in a more volatile global system, combined with modest growth, persistent fiscal and political risks, in an election year that sharpens both down and upside scenarios for investors. FTI Strategic Communications
• [New] Just as the Middle East was indispensable in the oil era, Brazil will be indispensable in the bioeconomy era. AgroSpectrum Asia
• [New] Brazil's inflation is expected to show what economists describe as a reverse hump in the first half of 2026. valorinternational
• [New] There's continued investment in Brazil's biggest city, including at the Martinelli building, which is undergoing a 100 million reais renovation that will expand its entertaining spaces. financialpost
• [New] The Brazilian government plans to hold large auctions in the electric and oil and gas sectors in 2026. BNamericas
• [New] For companies planning to expand internationally, bioinputs registration in Brazil represents both a major opportunity and a complex regulatory challenge. Staphyt
• [New] By 2026, China's economy will be bigger than America's, and India's will be much larger than that of any individual European country (Russia, Brazil and Indonesia will not be far behind). Centre for European Reform
• [New] The implementation of the EUDR, the strategic restructuring of U.S.-China trade relations, US and Brazilian biofuel policies, US farm subsidies, and logistical pressures in South America will define the soybean meal markets in 2026. Feed & Additive Magazine

Last updated: 24 February 2026