Valuation
High ROE, expensive P/B? What really connects profitability and valuation
Why the premium over book value depends on value creation — and how DuPont analysis reveals what sustains ROE.
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View all articles →High ROE, expensive P/B? What really connects profitability and valuation
Why the premium over book value depends on value creation — and how DuPont analysis reveals what sustains ROE.
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Did Bitcoin miss the memo?
How the asset rose despite a more hawkish Fed and elevated Treasury yields.
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Drones, refineries and the risk premium
Why geopolitics is reappearing in inflation, diesel prices and interest rates.
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Energy
Brazil Oil Production
Monthly national production, state and location breakdowns, offshore share and historical trends.
Latest official dataAgricultureBrazil Soybean Monitor
Planted area, production and yield by crop season and state, plus monthly foreign trade.
Latest official dataProteinsBrazil Beef Export Monitor
Slaughter, carcass weight, exports, implied prices and destinations for Brazilian beef.
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Stored energy, inflows and system load, including subsystem breakdowns.
Latest official dataMarkets at a glance
Latest snapshotsContext, not noise
Ibovespa186,340 ptsReference: Sep 30, 2026
USD/BRLR$ 5.16Reference: Oct 1, 2026
US 10Y Treasury5.29%Reference: Sep 30, 2026
Brent crudeUS$ 96.95Reference: Oct 1, 2026
Selic target14.00%Reference: Sep 16, 2026