Machado Silvana Rosa purchased $1.1M of BBD

President Trump indicated he would not block Bombardier (BOMBF) from selling jets in the U.S., citing the company's Kansas jobs. This could ease regulatory pressure on Bombardier, benefiting its access to the U.S. market. However, past threats and ongoing trade disputes create uncertainty for the company's cross-border operations.

Alvarez Rubens Aguiar purchased 1,845,000 indirectly-held shares of BANK BRADESCO (BBD) at an average of $17.37 ($17.30–$17.37, $32.04M total) across 6 trades on 2026-09-01.

Banco do Brasil shares fell 6.42% after JPMorgan downgraded it to sell, citing agricultural loan risks and weak returns. Bradesco shares rose 4.40% after an upgrade to buy, with JPMorgan citing lower credit costs and better margins. Both banks are impacted by Brazil's election and interest rate trends.

JPMorgan and Deutsche Bank upgraded Brazilian stocks to overweight after Flávio Bolsonaro led in Brazil's election. The Bovespa index rose 7.7% and the iShares MSCI Brazil ETF (EWZ) gained 12.5% on Monday. Analysts cite potential fiscal policy changes and a stronger real. EWZ is up 35% year-to-date. Banco Bradesco was also upgraded by JPMorgan.

The Nasdaq 100 hit a record high, while the iShares MSCI Brazil ETF (EWZ) surged 13.5% following Brazil's election results. The S&P 500 gained 0.5%, and the 10-year Treasury yield rose to 5.33%. Nu Holdings (NU) rose 13% amid the Brazil rally.

Alvarez Denise Aguiar purchased 345,000 indirectly-held shares of BANK BRADESCO (BBD) at an average of $16.69 ($16.62–$16.74, $5.76M total) across 11 trades on 2026-08-25.