Market Intelligence

Brazil's reelection of President Luiz Inácio Lula da Silva marks a historic political comeback that halted Latin America's right-wing streak, but his victory triggered dramatic market reactions as investors grapple with concerns over the country's precarious fiscal position and uncertainty around his economic agenda.

The Brazilian government has introduced the Sistema de Compras Expressas (Sicx), a marketplace-style platform designed to revolutionize public procurement by allowing pre-credentialed suppliers to maintain permanent offers, eliminating the need for individual bidding processes for each acquisition. This system promises to dramatically reduce procurement timelines from an average of 37 days to just days, while introducing automated ranking, tacit acceptance mechanisms, and bidirectional reputation systems th

Recent rulings from Brazil's Federal Court of Accounts reinforce substance over form in public procurement under Law 14.133/2021, while the government advances new strategies for port terminal auctions and railway reactivation through permanent offering mechanisms.

Markets in Brazil surged following Flavio Bolsonaro's strong first-round performance in the presidential elections, with investors pricing in the likelihood of a conservative shift in Brazilian politics. The election results revealed significant gains for right-wing parties in Congress, potentially reshaping Brazil's domestic policy, regional alliances, and international economic relationships. How will a possible Bolsonaro presidency impact fiscal reforms, US-China relations, and Brazil's role in global in

Roberto Lambauer, sócio da área de Direito Público, contribui com artigo sobre resiliência climática no setor de saneamento básico para a obra coletiva "Regulação em Movimento", publicada pela Editora Lumen Juris. O texto examina como contratos de concessão devem lidar com eventos climáticos extremos e destaca a importância da alocação adequada de riscos baseada em dados técnicos e revisões periódicas.

O Ministério da Saúde consultou a AGU sobre a legalidade de aquisições diretas em Parcerias para o Desenvolvimento Produtivo (PDPs) após a fase de transferência tecnológica. A resposta categórica da AGU reforça entendimentos anteriores do Judiciário e do TCU sobre os limites temporais e finalísticos dessas contratações excepcionais.