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The Trade Tension Between Brazil and the United States Has Entered a New Chapter with the American Decision to Tax Brazilian Products by 50%. The Measure Hit the Financial Market Hard, Causing a Strong Impact on Embraer’s Shares, Which Operated with Significant Declines Right in the First Hours of Trading.
Embraer’s shares started this Thursday (10) with a sharp decline. The market’s negative reaction comes after the announcement made the day before that the United States will impose a 50% tariff on Brazilian products.
The news surprised investors and directly impacted the aircraft manufacturer’s stocks.
Shares in Sharp Decline
Around 12:30 PM, Embraer’s ordinary shares (EMBR3) recorded a depreciation of -8.22%, being traded at R$ 71.78.
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The drop represents one of the most significant of the trading session and raises alarms for possible impacts on sectors linked to high-tech exports, such as aviation.
Government Activates Reciprocity Law
In response, President Luiz Inácio Lula da Silva stated that Brazil will apply the Economic Reciprocity Law (Law 15.122/2025).
The measure provides for retaliation in cases of unilateral tariff increases by other countries.
“Any measure to unilaterally raise tariffs will be responded to under the Brazilian Economic Reciprocity Law,” Lula declared in an official statement published on his account on network X.
Law Approved After Trump’s Move
The Reciprocity Law was approved by Congress in April, in the context of trade tensions that escalated after statements made by President Donald Trump on April 2.
Although it had been considered earlier, this is the first time the regulation will be effectively activated.
With the signal of a more direct trade clash between Brazil and the United States, investors remain attentive.
The trend is that the repercussions will continue to move the market in the coming days, with special focus on the sectors most exposed to exports.
