-

Gerdau warns Brazil’s steel industry faces “near unsustainability” amid import surge
Chairman André Johannpeter says Chinese subsidies and U.S. tariffs are putting local jobs and production at risk
-

Cade Opens Antitrust Probe Into B3 Over Market Barriers
Brazil’s competition watchdog investigates whether the exchange operator is abusing its dominant position to block rivals
-

Inflation Drop Fuels Bets on Faster Selic Cuts
Brazil’s Focus survey shows easing price expectations, boosting market wagers on aggressive monetary loosening
-

Brazil Seen as Attractive for Global Capital, Goldman Sachs’ Waldron Says
Goldman Sachs’ (GS) COO highlights resilient economy, high real rates and investment flows into Brazil despite fiscal and trade risks
-

Petrobras May Return to Nigeria Quickly, Says President Tinubu
Brazil’s Lula and Nigeria’s Tinubu sign trade, energy, and aviation deals as Petrobras (PETR4) weighs deepwater opportunities amid economic reforms in Africa’s biggest economy.
-

Ibovespa slips as Fed turmoil and global headwinds weigh on sentiment
Brazilian stocks edge lower after Trump’s removal of Fed governor rattles global markets amid inflation data
-

CBA’s Rondon Bauxite Sale Could Spark Battle for Company Control
Alcoa, Rio Tinto and Chinalco among global aluminum giants eyeing $2.5 billion project, Valor Econômico reports
-

Ibovespa edges higher as inflation forecasts ease; real strengthens
Brazil’s benchmark index rises 0.04% to 138,025 points, with Petrobras (PETR4) and Vale (VALE3) supporting gains while the real closes at 5.41 per dollar
-

GPA nears board shakeup as André Diniz hits 24.6% and seeks fresh vote
Investor allied with “new shareholders” bloc pushes for an EGM to re-elect the nine-member board; move comes just shy of GPA’s 25% poison-pill threshold



