Latin America's EM Resource Boom: Copper, Gold And Growth

Latin America is a natural diversifier away from AI concentration risk. As EM nations diversify from the USD, gold is a natural alternative.

Seeking Alpha • Oct 24, 2026

Top Performing Leveraged/Inverse ETFs: 10/11/2026

Top Performing Leveraged/Inverse ETFs Last Week These were last week's top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly.

ETF Trends • Oct 13, 2026

Brazil Election Update: Notes From SãO Paulo And The Road Ahead

Markets priced in a more disciplined fiscal path as Bolsonaro's lead came with strong conservative Senate and governor results. Rates should fall regardless of the winner, but how far depends on a credible fiscal plan.

Seeking Alpha • Oct 7, 2026

Brazil moves to meet EU antimicrobial rules, seeks to avoid export ban

Brazil's Agriculture Ministry has adjusted export controls for meat and derivatives ​to meet European Union antimicrobial usage requirements, ‌aiming to prevent a suspension of shipments to the bloc starting in September.

Reuters • Jul 3, 2026

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

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

BRZU: Positioned For A Dollar-Driven Brazil Upswing

A wide Brazil–U.S. real rate differential, dollar softness, and accelerating foreign inflows suggest a supportive backdrop for Brazilian assets and potential risk premium compression. BRZU offers a tactical way to amplify momentum in a trending regime as equity and FX volatility are currently elevated but contained. While fiscal fragility and commodity sensitivity remain key risks, disciplined position sizing and active monitoring can make BRZU an attractive short- to medium-term macro expression.

Seeking Alpha • Feb 27, 2026

Top Performing Leveraged/Inverse ETFs: 01/25/2026

Top Performing Leveraged/Inverse ETFs Last Week These were last week's top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly.

ETF Trends • Jan 29, 2026

50% Tariff On Brazilian Products: This Is What You Should Do With Your Brazilian Assets

I recommend holding assets tracking major Brazilian indices despite new US tariffs, given heightened uncertainty and market volatility. Trump's 50% tariff on all Brazilian products will significantly impact Brazil's export-dependent economy, especially in commodities like oil and iron ore.

Seeking Alpha • Jul 11, 2025

Brazil Exhibits Stability Despite Declining Consumer Optimism

To escape the volatility, investors might be looking outside the U.S. for markets that haven't been roiled by heavy market fluctuations. Brazil could present such an option.

ETF Trends • May 5, 2025