Trade balance and investments mark business deals.

Brazil's trade surplus reaches US$54.2 billion.

Up to the first week of November 2025, Brazil's trade balance registered a surplus of US$1.811 billion, accumulating a positive balance of US$1.811 billion for the year. The trade flow reached US$1.811 billion, resulting from exports of US$297.5 billion and imports of US$243.3 billion, according to data released by the Ministry of Development, Industry, Trade and Services (MDIC).

Comparing the weekly averages for November 2025 with the same period of the previous year, exports grew by 6.41%, from US$1.46 billion to US$1.56 billion, while imports increased by 7.91%, from US$1.11 billion to US$1.19 billion.

Investments and market movements in Brazil

The private sector is also driving the economic landscape. Assaí announced a robust investment plan of R$700 million for 2026, aimed at expanding and modernizing its operations, which could generate positive impacts on wholesale retail and the supply chain.

On the other hand, the price paid by the industry for oranges fell in November, indicating a possible increase in supply or reduction in demand, which could affect small producers and traders in the agricultural sector.

Financial markets and stocks in focus.

In the Brazilian stock market, the Ibovespa reached a new record high after the US Senate approved the end of the shutdown, reflecting a more favorable external environment. Among the stocks that appreciated the most were Lojas Renner (+4%), Raízen (+3.5%), and Magazine Luiza (+3.44%). The biggest declines were recorded by Suzano (-1.93%) and US Minas (-1.8%).

International context and trade negotiations

Internationally, negotiations between the US and China regarding trade tariffs are ongoing, with expectations of resumed talks aimed at reducing tensions. The Chinese company Cofco has closed multi-billion dollar deals for Brazilian soybeans and palm oil, reinforcing Brazil's importance as a global supplier.