BRAZIL POLITICS

Analysts

Murillo de Aragão
Founder, Political Consultancy Arko Advice
Cristiano Noronha
Partner, Political Consultancy Arko Advice

Recent Country Insights

Lula should announce countermeasures for U.S. tariffs today, the Senate will read the reports regarding appointments to regulatory agencies, and the STF may decide on the legality of charging Cide on international remittances
BRAZIL POLITICS · Report · 13 Aug 2025

President Lula will attend a ceremony at the Planalto Palace this morning to sign a provisional measure aimed at reducing the impact of the 50% tariff imposed by the United States on Brazilian exports. With confirmation hearings for appointees to regulatory agencies scheduled for next Tuesday (Au...

The government may announce countermeasures for U.S. tariffs today, Haddad’s meeting with the U.S. Treasury Secretary was canceled, and the Senate will hold confirmation hearings for appointees to regulatory agencies
BRAZIL POLITICS · Report · 12 Aug 2025

The government may announce today a package of measures to mitigate the impact of the 50% tariff hike the United States has imposed on Brazilian exports. Finance Minister Fernando Haddad had been scheduled to hold a virtual meeting with U.S. Treasury Secretary Scott Bessent this Wednesday, but it...

Tarcísio meets with right-wing governors and other weekly topics
BRAZIL POLITICS · Report · 11 Aug 2025

The government is expected to announce, by Tuesday, August 12, a contingency plan targeting sectors impacted by the tariffs imposed by the United States. In Congress, the opposition continues to mobilize around an agenda against the Supreme Federal Court (STF). The Senate will hold confirmation h...

The government should announce countermeasures for U.S. tariffs, Haddad should meet with the U.S. Treasury Secretary on Wednesday, and the Senate will hold confirmation hearings for appointees to regulatory agencies
BRAZIL POLITICS · Report · 11 Aug 2025

The government is expected to announce, by tomorrow, August 12, a contingency plan to mitigate the impact of the 50% tariff imposed by the United States on Brazilian exports. On Wednesday, Finance Minister Fernando Haddad will hold a remote meeting with U.S. Treasury Secretary Scott Bessent to di...

Today is the deadline for Lula to sign the environmental licensing bill, VP Alckmin met with the U.S. Chargé d’Affairs, and the Senate will hold confirmation hearings for appointees to regulatory agencies
BRAZIL POLITICS · Report · 08 Aug 2025

Today marks the deadline for President Lula (PT) either to sign or veto the environmental licensing bill (Bill No. 2,159/21). Yesterday, Alckmin met with the Chargé d’Affaires of the U.S. Embassy, Gabriel Escobar, and stated that Brazil is open to putting other issues on the negotiating table. In...

Motta managed to reopen the House floor, Justice Moraes has allowed members of Bolsonaro’s family to visit him without prior approval, and Lula said he does not intend to call Trump but plans to speak with Xi Jinping
BRAZIL POLITICS · Report · 07 Aug 2025

Yesterday, President of the House Hugo Motta (Republicanos-PB) managed to negotiate with the opposition to allow the Lower House floor to reopen. He also threatened to impose six-month suspensions on lawmakers who continue to occupy the floor in an attempt to obstruct legislative sessions. Yester...

Members of Congress obstructed legislative activity yesterday, Trump’s tariffs take effect today, and the federal government may announce countermeasures today or tomorrow
BRAZIL POLITICS · Report · 06 Aug 2025

The Liberal Party (PL), along with representatives from União Brasil, the Progressita Party (PP), and the Republicanos, obstructed legislative activity in both the Lower House and the Senate. The effectiveness of the opposition’s obstruction strategy still hinges on whether other centrist parties...

Justice Moraes placed Bolsonaro under house arrest, the opposition is threatening to obstruct votes in the Senate, and VP Alckmin confirmed Brazil will take the tariff issue to the WTO
BRAZIL POLITICS · Report · 05 Aug 2025

Yesterday, Supreme Federal Court (STF) Justice Alexandre de Moraes placed former President Jair Bolsonaro (PL) under house arrest. According to Moraes, the decision was made because Bolsonaro used the social media accounts of his allies to disseminate messages that “clearly encouraged and incited...

Dispute with the U.S. reshapes the 2026 chessboard and other weekly topics
BRAZIL POLITICS · Report · 04 Aug 2025

Congress resumes its legislative work this week with a packed agenda for the second half of the year, including key issues such as the Income Tax Reform, regulation of the broader Tax Reform, and a provisional measure increasing taxes on financial investments and betting platforms. President Lula...

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