Brazil's inflation story remains front and center, with cost-of-living frustration weighing on the incumbent's re-election bid ahead of the tight vote, and the government extending
Brazil's inflation story remains front and center, with cost-of-living frustration weighing on the incumbent's re-election bid ahead of the tight vote, and the government extending its diesel subsidy while citing fuel price volatility. The macro backdrop stays cautious, with the Finance Ministry's trimmed 2026 growth outlook still in investors' minds. The Brazil ETF continues its soft drift, while a reported early-stage deal exploration by a major local fintech, a top holding in the fund, adds a fresh company-specific angle to the mix.
Sources
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