BRAZIL POLITICS

Analysts

Murillo de Aragão
Founder, Political Consultancy Arko Advice
Cristiano Noronha
Partner, Political Consultancy Arko Advice

Recent Country Insights

The House approved the fiscal package, the Senate may vote on the BPC and Bolsa Família programs, and this is our final daily report of the year
BRAZIL POLITICS · Report · 20 Dec 2024

Yesterday, the Lower House concluded voting on the fiscal package. The deputies voted on the two remaining proposals in the package. Today, the expectation is that the Senate will finish voting on the bill regarding the BPC and Bolsa Família programs. This will be our final daily report of the ye...

Congress approved the Budget Guidelines Law, the House approved the edits to the fiscal package, and the Senate may analyze the fiscal package today
BRAZIL POLITICS · Report · 19 Dec 2024

Yesterday, the National Congress approved the 2025 Budget Guidelines Law. The text maintained the fiscal target of a zero deficit for 2025, with a tolerance margin of 0.25% of GDP. Regarding the package, yesterday the House concluded the edits to the supplementary bill (PLP) for the fiscal packag...

The House approved the Tax Reform regulation bill, the first bill of the fiscal package was approved, and the Joint Budget Committee approved the LDO
BRAZIL POLITICS · Report · 18 Dec 2024

Yesterday, the Lower House approved the bill that regulates Tax Reform, PLP 68 of 2024. The final version reversed some changes made in the Senate. The government achieved a partial victory with the approval of the Complementary Bill of the fiscal package. This is one of three bills comprising th...

The House may vote on the Tax Reform regulation bill today, the rapporteur of the fiscal package may submit his report on the bill, and the 2025 Budget may be put to a vote by the end of the week
BRAZIL POLITICS · Report · 17 Dec 2024

Yesterday, the Lower House concluded discussions on the regulation of Tax Reform. The vote is scheduled for today. Once approved, the text will proceed to presidential sanction. Today, Dep. Isnaldo Bulhões (MDB-AL), rapporteur for PL No. 4,614/24, may present his report on the text. According to ...

Final week of congressional activity and related issues
BRAZIL POLITICS · Report · 16 Dec 2024

The final week of congressional activity is packed with important issues: the fiscal adjustment package, Tax Reform, the Budget Guidelines Law (LDO), and the 2025 Budget. The Central Bank will release the minutes from the latest Copom meeting, during which the committee decided to increase the ba...

The Senate approved the Tax Reform regulation bill, next week is the last week before Congress recesses, and Lula is expected to return to Brasilia after undergoing surgery in São Paulo
BRAZIL POLITICS · Report · 13 Dec 2024

The Senate voted on the bill that regulates Tax Reform. Since changes were made, the text must return to the Lower House for further review. The bill's rapporteur, Senator Eduardo Braga (MDB-AM), expanded benefits for companies located in the Manaus Free Trade Zone and introduced objective criter...

The Senate may vote on the tax reform bill, the government has committed to paying the parliamentary fund transfers tomorrow, and the Copom raised the basic interest rate (Selic)
BRAZIL POLITICS · Report · 12 Dec 2024

The Senate floor may vote today on the bill regulating tax reform. The proposal was approved yesterday by the Constitution and Justice Committee. The government has committed to beginning the parliamentary fund transfers on Friday. If this promise is kept, critical items on the political and econ...

The government continues to negotiate the fiscal package in the House, the Paten bill was approved in the Senate, and the Copom is expected to announce the new basic interest rate today
BRAZIL POLITICS · Report · 11 Dec 2024

The government continues negotiating in the Lower House to secure a vote on the fiscal package. Yesterday, the President of the House, Arthur Lira (PP-AL), acknowledged that the package is controversial and faces substantive resistance from lawmakers. In the Senate, the bill instituting the Energ...

The political consequences of President Lula's health
BRAZIL POLITICS · Report · 11 Dec 2024

President Lula's health, following a delicate surgery, raises reflections on the institutional and political implications across different scenarios. In this report, we analyze the potential consequences in cases of temporary or permanent replacement of the President, including scenarios of the p...

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