South America
Monthly Outlook: Groundhog Day Economics
The danger is not that we keep reliving the same day. It is that, eventually, the script changes.
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
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.
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.
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.
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.