The Financial Espresso "Rural debts; Delinquency in Bz; Insurers & El Ni..."

Research evidence excerpt

The Financial Espresso "Rural debts; Delinquency in Bz; Insurers & El Ni..."

Global Research

26 June 2026ab

The Financial Espresso Equities

Latin AmericaRural debts; Delinquency in Bz; Insurers & El

Niño; Bradesco in Real Estate; MELI's Financial

executive; Argentina dollars, debts & IMF KaioAnalystPrato

kaio.prato@ubs.com

+55-11-3513 6573

CMN adjusts rule on extension of rural debts Thiago Batista, CFA

Analyst

According to Globo Rural, the National Monetary Council (CMN) approved revisions thiago.batista@ubs.com

to the rules outlined in the Rural Credit Manual (MCR) regarding the extension of +55-11-3513 6518

debt repayment terms for producers within the financial system. A resolution

Camila Azevedo

passed on Thursday (June 25) specified that financial institutions are authorized to

Associate Analyst

extend rural credit debt repayment periods while maintaining the original charges, camila.azevedo@ubs.com

"at their discretion and decision." In essence, the update emphasizes the autonomy +55-11-2767 6881

of banks and credit cooperatives to decide whether to grant extensions while

Bruno Kenji

preserving the original terms and charges. Such extensions may be granted upon

request by the borrower, who must demonstrate temporary financial difficulties in bruno.kenji@ubs.com

repaying the amounts owed. This condition must be verified by the financial +55-11-2767 6056

institution. Our take: We note that the progress of initiatives aimed at improving

Beatriz Shinye

the rural credit environment is likely to bolster the resumption of credit origination,

which could, in turn, potentially contribute to the recovery of rural insurance for beatriz.shinye@ubs.com

BBSE. +55-11-2767 6569

Central Bank sees delinquency at a 'historically high level', but says recent