A full year of Brazil gains erased before the US open, with the fiscal path under a new Lula term now the only thing that decides whether this level holds.
Lula's win in Brazil is so far good for a 25% drop in its stock market ETF traded here in the US. The iShares Brazil ETF $EWZ is down 25.4% pre-market and trading right where it ended 2025. https://t.co/QNQ11LNmgH
A $700 million single day haul into the Brazil ETF, the largest in its 25 years, means the election trade is already crowded before the vote is settled.
Brazil ETF $EWZ took in $700m yesterday, biggest one day flow in the ETF’s 25yr history on the country’s potential shift to political center/right. Volume yesterday was a record too. The 12% one day gain was a top 10 day and huge outlier but not a record. https://t.co/JhSrYtufUQ [Quoted @EricBalchunas]: VOLUME EXPLOSION: The Brazil ETF $EWZ did $8b in volume today, by far a record since its launch 25yrs ago. Also was #3 among ETFs after $SPY and $QQQ. The last record it set was the last time a Bolsonaro was elected in 2018. Nothing excites single country EM traders like a https://t.co/ufpMue25nr
A 12% overnight move in a country ETF is a repricing of Brazil's fiscal path, and anyone waiting for the US open is already late to it.
The Brazil ETF jumped 12% overnight after a somewhat surprisingly strong showing that defied polls (rough decade for polls) for Bolsonaro and other right-wing, market-friendly candidates in races for state governors, Congress and the Senate. $EWZ https://t.co/qG6l8b7HBz
Brazil’s surprise election result is hitting the country’s U.S.-listed companies hardest where government policy and borrowing costs carry the most weight. Nu Holdings (NYSE:NU | NU Price Prediction) stock is down 25%…
The iShares MSCI Brazil ETF (NYSEARCA:EWZ) rose 13.32% in Monday’s regular session and traded at $43.28 as of 11:03 AM ET this morning. Through this morning, the fund is up 17.54% over…
Nubank just posted a result that sent its stock to a five-month high while every fintech peer around it fell flat or dropped hard, and the reason why reveals something important about…
Most U.S. investors reflexively reach for the same Brazil ETF without realizing a lesser-known rival holds the same stocks, costs a fraction of the fee, and has quietly outpaced it throughout 2026.
The setup for iShares MSCI Brazil ETF (NYSEARCA:EWZ) in 2026 only looks obvious in hindsight. Brazil’s central bank spent much of last year holding the Selic at 15%, one of the highest…
Omor Ibne Ehsan Stanley Druckenmiller’s Duquesne Family Office spent the first quarter of 2026 quietly accumulating South American equity exposure, with EWZ representing roughly 4.49% of the portfolio as the fifth-largest holding alongside a new…
The iShares MSCI Brazil ETF (NYSEARCA:EWZ) has rallied alongside Brazilian equities, lifting shares roughly 48% over the past year. EWZ pays a variable semi-annual distribution funded by dividends from the largest Brazilian…
John Seetoo Latin American equities have quietly become one of the strongest regional trades of 2026, and three exchange-traded funds capture the move from very different angles. iShares MSCI Brazil ETF (NYSEARCA:EWZ) is up…
Most U.S.-listed emerging market ETFs have spent the past year treading water or losing ground. The iShares MSCI Brazil ETF (NYSEARCA:EWZ) has done the opposite. Shares are up 62% over the past…
Brazilian President Michel Temer has denied a local media report that he had requested payments to silence a politician responsible for impeaching the former president. The news has been devastating to Brazil's…
Merrill Lynch now believes that the time has come to move back into emerging markets from developed markets.
The impeachment efforts against Dilma Rousseff reportedly have been derailed. The financial markets covering Brazil have tanked as a result.
ThinkstockThere is yet another incident happening in South America, and it just makes you wonder how long the vicious cycle of socialism versus capitalism can be played as a financial and economic…
Jon C. Ogg Petrobras has been plagued for years, and the capital structure inside the company is about as bad as it can be for the common stockholders who have high ambitions of huge gains…
ThinkstockEmerging markets have not been performing the way they have in many past bull markets. Most investor interest and direction from Wall Street strategists decided earlier this year that the U.S. and…
