President Luiz Inácio Lula da Silva arrived in Évian-les-Bains for the #G7 Summit today with his mind less on the G7's choreographed agenda than on a cluster of disputes that bear squarely on Brazil.
👉 Why it matters. Two major Western partners are pressing it at once — Washington with tariffs and a terrorist label, Brussels with a ban on its meat — just as Brasília courts new buyers in Asia.
According to Reuters, the government plans to announce its debut sovereign issuance in China's domestic market this month, timed to a delegation visit to Shanghai and Beijing from June 24 to 26, led by Finance Minister Dario Durigan.
An issuance of so-called “panda bonds” — yuan-denominated debt sold by foreign entities in mainland China's onshore market — has been in the works for some time; we told you about it a year ago, almost to the day.
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But the timing is no coincidence, coming as US pressure rattles policymakers, exporters and the financial sector.
Read the full story: newsletters.brazilian.report…
The @BrazilianReport will participate in Web Summit Rio for the fourth straight year, with yours truly hosting three panels. If you’re going to be there, come say hello!
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As Brasília was still gauging the fallout from the US Trade Representative's call for 25% tariffs on many Brazilian exports — over what Washington calls “unfair trade practices” — the office dropped another bombshell:
held a positive meeting with Donald Trump only weeks ago.
Brasília fears that one of its long-standing anxieties has become a reality: that Washington intends to influence the result of October’s presidential election.
But if the US’s idea is to help far-right Senator Flávio Bolsonaro, who pledges his allegiance to Trump, the plan could backfire.
Read the full story: newsletters.brazilian.report…
Quel honneur de voir mes analyses publiées par l'Institut Montaigne (@i_montaigne).
En France, l'Institut Montaigne est une référence de la production d'intelligence : un lieu où l'analyse rigoureuse éclaire le débat public et où les idées se confrontent aux faits.
Mon sujet : le Brésil au cœur de plusieurs grandes questions géopolitiques. Des terres rares qui redessinent les chaînes d'approvisionnement mondiales aux ingérences de Donald Trump en Amérique latine, comprendre le Brésil, c'est lire une partie du monde qui s'écrit aujourd'hui.