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Brazil’s Central Bank opens the second half with the Selic rate starting at 14.25% and markets pricing in another 0.25 point cut. The direction of the cycle is set, but room for further cuts by December keeps shrinking.

Norvia's July Flash brings together the main developments in foreign trade, technology, capital markets and geopolitics. This edition highlights how tariffs, artificial intelligence, the stock market reopening and trade diversification shaped decisions by companies and investors throughout the month.

Compass's IPO ended nearly five years without a single initial public offering on Brazil's B3 exchange, but the deal's structure shows the market has returned more selective. More than 50 companies are already technically ready to go public, though the election calendar should keep most of them waiting until 2027.

Capital expenditure from the world's largest data center operators is set to reach $750 billion in 2026, nearly double the figure from two years ago. The market is starting to question whether every company behind that investment will capture returns in equal measure.

The US decision on a 25% tariff on Brazilian goods lands at a moment when America's share of the country's foreign trade has already fallen to its lowest level on record. The episode confirms that market diversification has stopped being a long-term strategy and become immediate risk management.

The global wine market is undergoing a transformation driven by more selective consumers, economic pressure and a stronger focus on perceived value. The trend shows that brands capable of combining product, narrative and experience are more likely to stand out.

The debate around the possible end of the 6x1 work schedule goes beyond labor relations. It exposes a structural challenge in the Brazilian economy: the need to generate more value per hour worked through technology, management and operational efficiency.

Digital companies are no longer competing only through products. They are competing for presence across the consumer journey. The rise of ecosystems shows how data, recurrence and convenience can become relevant sources of competitive advantage.

The June edition of Flash Norvia highlights key movements across technology, the economy, consumer behavior, labor markets and business management. This issue explores how artificial intelligence, interest rates, productivity, digital behavior and efficiency pressures are shaping decisions for companies and investors.

Autonomous mini‑markets are reshaping retail by merging convenience, technology and low operational complexity, creating scalable, tech‑driven opportunities for entrepreneurs.

A snapshot of key market shifts: Amazon monetizing logistics, Brazil’s delivery war, AI strengthening industry giants, regulatory pressures, retail discipline and shifting consumer trends.

Female leadership is gaining momentum in entrepreneurship, driving innovation, balanced decisions and stronger performance in a market shaped by diversity.