Brazil Investor Brief: Inflation Cools as IPO Talk and Payout Calendars Multiply — December 23, 2025

Today’s investor agenda had three layers. The IPCA-15 print kept the disinflation narrative intact. Corporate Brazil leaned into capital structure via reserve-capitalization bonus-share moves at Magazine Luiza and RD Saúde. In deal-making and capital markets, sanitation operator Aegea began formal preparations for a potential IPO. At the same time, banks and high-cashflow names published fresh […]