Brazil vs. the US and other weekly topics

BRAZIL POLITICS - Report 28 Jul 2025 by Murillo de Aragão and Cristiano Noronha

On Friday, August 1, a 50% tariff on Brazilian exports to the United States is scheduled to take effect. There is widespread anticipation regarding the measures the Brazilian government will announce in response. The Ministry of Industry, Trade, and Services will hold daily press briefings throughout the week to address the issue. The Central Bank is also expected to announce its decision on the benchmark interest rate (Selic).

This week's Talking Points:

- Brazil vs. the US.

- Lula registers the lowest first-half support in the Lower House since 2023.

 - August is coming...

- What's next for the right wing after the Supreme Court's restrictions on Bolsonaro?

 - Hugo Motta on a collision course.

- Public accounts improve in the third two-month period, but meeting the fiscal target remains challenging.

Now read on...

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