Brazil increases support for exporters and the stock market remains high.

Government expands access to the Sovereign Brazil Plan for exporters.

The federal government published this Wednesday (12) Ordinance 21, which expands the Sovereign Brazil Plan, a relief program for companies affected by tariffs imposed by the United States. Now, companies that have 1% of their export revenue to the US impacted between July 2024 and June 2025 will be able to access emergency financing lines, compared to the previous limit of 5%. The measure aims to mitigate the effects of American tariffs on Brazilian trade and support strategic export sectors.

Impacts and scope of the measure

This expansion benefits micro-entrepreneurs, rural producers, and larger companies facing difficulties due to declining exports. The program is a direct response to the tariff war between Brazil and the US, seeking to preserve jobs and the competitiveness of Brazilian companies in the international market.

Stock market maintains historic winning streak.

The B3 Ibovespa index closed with a slight drop of 0.07% this Thursday (13), at 157,632 points, but maintains a strong upward trend in the medium and short term. In 2025, the stock exchange accumulates an appreciation of more than 29%, the largest since 2019, driven by sectors such as oil companies, mining companies and banks.

Experts highlight that the expectation of cuts in the Selic rate by the Central Bank, should the official inflation figure for October come in below forecast, should continue to stimulate the stock market. The dollar closed with a moderate increase of 0.10%, quoted at R$ 5.2975, reflecting the international scenario and recent diplomatic negotiations between Brazil and the United States.

Economic and political perspectives

The local economic agenda includes mixed retail trade data for September, with growth in 21% of the 27 states compared to the previous year, but a decline in 15 of the 27 federative units. The sector's performance is monitored to assess the pace of the economy and potential impacts on monetary policy decisions.

Furthermore, the meeting between Brazilian Foreign Minister Mauro Vieira and US Secretary of State Marco Rubio during the G7 summit reinforces the dialogue to advance tariff negotiations, which could positively influence bilateral trade and markets.

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