NEWS DIARY 01/27: Dollar, Tariffs, ICE, Crypto, Canada and EU.
🇺🇸The American dollar drops to a new 4-year low after President Trump said the dollar is "doing very well" and that he is not concerned about its decline. 🇺🇸 President Trump announces tariffs of 25% on South Korean cars, pharmaceuticals, and lumber due to delays in the trade agreement. 🇺🇸 Last month, Congressman Kevin Hern sold up to 500 thousand dollars in shares of UnitedHealth. Today, the Trump administration proposed fixed reimbursement rates for Medicare for insurers, causing $UNH to drop more than 10%. Hern is a member of the House Health Subcommittee. The U.S. government is accused of insider trading for illegal enrichment.
Brazil sells US$ 61 billion in U.S. treasury securities, buys gold, and advances with de-dollarization.
🇧🇷BRASÍLIA – The Central Bank of Brazil (BC) featured this week one of the most expressive movements in its recent history in managing international reserves. Preliminary data indicate that the monetary authority disposed of approximately US$ 61 billion in U.S. Treasury securities (Treasuries), reallocating a large part of this capital into the physical purchase of gold and in assets of other strong currencies. The maneuver signals a concrete advance in the strategy of "de-dollarization" of the Brazilian economy, a theme that has been gaining strength in the debates of the BRICS bloc and in the foreign policy of the federal government.
🇧🇷🇺🇸 The presidents discussed trade between the two countries, the expansion of cooperation in combating organized crime, Venezuela, and the Peace Council. A visit by Lula to Washington was agreed upon.
🇺🇸WASHINGTON D.C. (26/01/2026) – Just four days before the deadline to avoid a government shutdown, the American Congress is experiencing a critical impasse. Senate Democrats are blocking the budget package for the Department of Homeland Security (DHS), conditioning any new funding for the Immigration and Customs Enforcement (ICE) agency on drastic conduct reforms. The spark of the crisis was the death of Renee Good, a 37-year-old American citizen, shot by an ICE agent in Minneapolis earlier this month. The incident provoked national outrage and led Democratic leaders to demand immediate "guardrails," such as mandatory body cameras and court warrants for agency operations.
🇧🇷 AtlasIntel/Bloomberg survey shows that Lula would defeat Flávio Bolsonaro or Michelle in the second round, with 49% to 45%. The president maintains a 4-point advantage and also leads in the first round. The survey showed that in a second round, if he were a candidate, Tarcísio would be the only candidate with a smaller difference (2 points) from the leftist candidate.
🇺🇸 🇪🇺Trump suspends tariffs against the European Union after a preliminary agreement involving Greenland. The agreement, according to the NYT, mentions the establishment of US military bases in Greenland, also mentioned was the discussion about the exploration of rare earths, however, the topic was "left" for another occasion.
🚨Central Bank decrees the extrajudicial liquidation of Will Financeira (Will Bank).
This means that Will Bank no longer exists. Assets will be sold to pay creditors and suppliers. Clients with deposits of up to R$ 250 thousand enter the queue for reimbursement by the Credit Guarantee Fund. Accounts and their amounts remain blocked until then. Credit card debts continue to exist, although there is no longer a company to collect. There is no recommendation from the Central Bank regarding the credit card bill.
🇺🇸USA: Voting forecast for the Senate in the 2026 elections 🔴 Republicans: 52 🔵 Democrats: 45 ⚪️ Tight race: 3 Undecided states: 🔴Maine: Republican trend 🔵New Hampshire: Democratic trend ⚪️Michigan: Tight race ⚪️Georgia: Tight race ⚪️North Carolina: Tight race The majority for the Senate could define the future of the Trump administration. Or the future of the Trump government, Democrats have shown great movement and influence for the opening of an impeachment.
Trump posted on his social media a photo showing not only Greenland annexed by the USA but also Canada and Venezuela. Since the beginning of his term, Trump has been pushing for the annexation of Canada. The Trump administration has seen the Canadian government's approach to other countries, especially China, as a serious threat; meetings between the Canadian Prime Minister and Xi Jinping do not please Washington. Canada has been increasingly seeking closer ties with international markets after the tense rupture and exchange of threats, particularly tariff-related, from the American government.
🇺🇸🇫🇷 Donald Trump threatens to impose a 200% tariff on French wine and champagne after Macron declined the American's invitation to join his Peace Council to manage Gaza.
The American president himself posted on his social network "Truth Social" a message from the French president, saying he did not understand what he was doing with Greenland and asking to talk.
TRUMP ANNOUNCES TARIFFS ON EUROPEAN COUNTRIES AND EU RETALIATES.
🇺🇸🇪🇺 Donald Trump announces a 10% tariff against European countries following criticism about Greenland. According to the American president, Denmark, Norway, Sweden, France, Germany, the United Kingdom, the Netherlands, and Finland will have to pay a 10% tariff starting from February 1st. As retaliation, the European Union will suspend the trade agreement with the USA following the threats announced by Bloomberg.
Donald Trump invited Lula to join the “Peace Council” for Gaza.
🇺🇸🇧🇷:According to sources from CNN Brazil, Trump invited Lula to join the "Peace Council" that will oversee the reconstruction of Gaza. Other leaders like Milei and Erdogan were also invited. Reactions vary: some see it as a positive step, while others criticize it for ignoring Palestinian perspectives.
🇺🇲🇮🇱💥🇮🇷 New York Times: Netanyahu and Trump spoke last night. The prime minister requested a postponement of the attack on Iran. The reason: Fear of Israel's lack of capacity to defend against an Iranian response. Dozens of American aircraft were over Iraq ready to attack Iran, but at the last minute Trump canceled the attack at Netanyahu's request. Another country that attacked the Iranian regime but withdrew after a threat was Saudi Arabia, which denied access to airspace for a possible American attack.
White House confirms visa suspension for Brazil and 74 countries in new migration directive.
🇺🇸🇧🇷WASHINGTON – The U.S. government confirmed today (14) the immediate suspension of processing new immigration and tourism visas for citizens of 75 countries, including Brazil. The information, initially reported by Fox News and confirmed by White House Press Secretary Karoline Leavitt, marks one of the harshest foreign policy tightenings during the current administration. What does the new measure say? The suspension officially takes effect next Wednesday, January 21, 2026, but consulates have already been instructed to halt new issuances while the directive is being implemented.
🇪🇺After more than 20 years of dialogue, setbacks, and resumptions, a qualified majority of countries in the European Union has approved a free trade agreement with Mercosur, despite strong opposition from farmers and France. With this, Ursula von der Leyen, President of the European Commission, will be able to officially sign the agreement on Monday (12). The agreement will be one of the largest free trade unions on the planet. Image below shows the results of the voting: #bitcoin #solana #brasil