Brazilië

South America

Read unique insights from our team in São Paulo, covering food and agribusiness and economics in South America, focusing on Brazil, Chile, Peru, and Argentina.

Exclusive Brazil Agribusiness Quarterly Q3 2026

This quarterly presents the key trends and themes for Brazil's most important agribusiness exports during Q3 2026.

Research
3 September 2026
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Exclusive Semiannual fertilizer outlook: Supply risks persist while affordability and weather constrain demand

Fertilizer prices have eased, but affordability remains a challenge. Meanwhile, geopolitical tensions, weather risks, and higher phosphate prices, cloud the outlook.

Update
2 September 2026
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Brazilian coffee monthly update: July 2026

Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.

Update
10 August 2026
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Monthly Outlook: Groundhog Day Economics

The danger is not that we keep reliving the same day. It is that, eventually, the script changes.

Research
4 August 2026
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Mixed signals on economic activity

 IBC-Br points to a modest acceleration in economic activity in May, but the outlook remains weak for the rest of the year. In May, the IBC-Br—a monthly proxy for Brazil

Update
21 July 2026
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Exclusive After decades of growth, Brazil's soybean area expansion pauses

Brazil’s soybean area is expected to stabilize in 2026/27 as tighter margins and credit conditions curb expansion.

Research
21 July 2026
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Implications of the potential EU ban on Brazilian meat and poultry

A potential EU ban on Brazilian meat would tighten supply, lift EU prices, and pressure Brazil to redirect exports elsewhere.

Research
20 July 2026
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Brazilian G&O monthly update – July 2026

Our latest report for Brazilian G&O, detailing farmgate prices, amounts sold, and exports for corn and soybeans, as well as regional weather developments.

Update
17 July 2026
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Exclusive From crisis to competitiveness: The re-rating of Chilean salmon

The outlook for Chile's salmon industry appears constructive, with more stable growth through better biology, diversification, and regulation. Yet real risks remain.

Research
15 July 2026
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Exclusive Global avocado update 2026: Structural supply growth and climate-driven variability reshape global avocado markets

The global avocado market continues to grow, but rising structural supply, climate-driven variability, and geopolitical turmoil bring increasing volatility.

Research
15 July 2026
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Between Signals and Flexibility: the Central Bank’s Communication in F

Domestically, both the Copom Minutes and the Quarterly Inflation Report (RPM) highlighted an asymmetrically upside-skewed inflation risk balance and suggested a declining

Update
1 July 2026
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Exclusive Global poultry quarterly Q3 2026: Strong growth continues, but tighter discipline is critical as oversupply pressures build

Global poultry market growth continues, but rising oversupply, trade shifts, and cost pressures will demand tighter market discipline.

Update
29 June 2026
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