The Point for Latin America

A comprehensive weekly summary of Latin American equity analysis, macro forecasts, and global strategy, highlighted by JBS's index inclusion and a hawkish shift in Brazilian monetary policy.

Key Takeaways

• 1.JBS NV's inclusion in the Russell 1000 and 3000 indices could unlock significant equity value, driving up to $300M in immediate passive demand.
• 2.Brazil's Copom is expected to raise the Selic rate to 13.75% by September 2026, interrupting the current calibration cycle due to a worsening inflation outlook.
• 3.The global economy is showing resilience despite a supply shock from the Iran war, with 2026 growth forecasts moderately revised to 2.6%.

Table of Contents

• Company
• Industry
• Strategy & Economics
• Global
• Key Rating and Target Price Changes
• Appendix A-1

Document Preview

Page 1 of 5

Subscribe for full accessStart Free Trial