Brazil

Marginal Thinking research related to Brazil.

September 15, 2026Global Macro · Daily Brief

Global MacroCross-AssetBrazilUnited StatesEurope

Global Macro, Markets & Political Risk — September 15, 2026

Oil at US$107–108, the 10-year Treasury up to 5.04% and a strong dollar turn the energy disruption into a cost-of-capital shock; credit still does not confirm a systemic crisis.

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September 14, 2026Global Macro · Daily Brief

Global MacroBrazilEnergyGeopoliticsAI

Global Macro, Markets & Political Risk Report

A supply shock, the 10-year Treasury at 5%, a semiconductor correction, weak Chinese credit and Brazil's election enter the same transmission map.

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