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.
Read article →Brazil Research & Market Intelligence
Brazilian markets, from the ground up.
Independent research and data on Brazilian markets.
We turn Brazilian primary sources into market context, operating indicators and transparent analysis.
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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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Digital Assets
Did Bitcoin miss the memo?
How the asset rose despite a more hawkish Fed and elevated Treasury yields.
Read article →Commodities
Drones, refineries and the risk premium
Why geopolitics is reappearing in inflation, diesel prices and interest rates.
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Explore all monitors →Brazilian operating indicators
Public data organized around investable economic questions.
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.
Latest official dataUtilitiesBrazil Power & Hydrology
Stored energy, inflows and system load, including subsystem breakdowns.
Latest official dataMarkets at a glance
Latest snapshotsContext, not noise
Ibovespa187,197 ptsReference: Oct 1, 2026
USD/BRLR$ 5.18Reference: Oct 1, 2026
US 10Y Treasury5.24%Reference: Oct 1, 2026
Brent crudeUS$ 102.64Reference: Oct 1, 2026
Selic target14.00%Reference: Sep 16, 2026
Static snapshot generated: 01/10/2026 23:11 BRT.