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The political tide in Brazil is changing again. How to trade it
Mike Khouw breaks down a trade on the iShares MSCI Brazil ETF.
Mike Khouw breaks down a trade on the iShares MSCI Brazil ETF.
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Both the S&P 500 and the Nasdaq notched fresh all-time closing highs on Thursday, despite steep tariffs for Brazil.

Brazil · Markets & Strategy Key Facts —Brazil stays the favorite. Morgan Stanley keeps an "overweight" rating on Brazil,…

BRAZIL · MARKETS Key Facts —The flow: foreign investors keep buying Brazilian stocks, drawn by historically low valuations.…

Election risk rising. Fiscal credibility fading. EWZ at must-hold support. Vol still cheap. Brazil is getting interesting.

Latin America · Markets & Commodities Key Facts —Barclays sees a currency tailwind. The bank's 2026 Equity Gilt Study argues…

Foreign investors bought a net R$4.2 billion (about US$780 million) of Brazilian stocks by 21 July, reversing two months of…