Brazil

Brazil’s Tariff Shock Raises China-Competition Risk for U.S.-Linked Firms

Washington’s proposed 25% tariff on Brazilian imports is likely to strengthen Lula’s case for deeper engagement with China, increasing competitive risk for U.S.-linked firms in Brazil’s strategic sectors.

Weekend Sentinel

Weekend Sentinel: Colombia, Mexico, and Brazil Risk Signals

The first Weekend Sentinel briefing from Latin America Risk Sentinel tracks three risk signals heading into the next business week: Colombia election risk, Mexico trade and cartel-linked enforcement pressure, and Brazil inflation and fiscal-risk repricing.