Macro
Macro — foreign capital in Brazilian equities
Aggregate series that help read the context around the other pages. Kept separate on purpose: they are of another nature.
Foreign portfolio investment
Monthly foreign capital in and out of equities, in US$, since 1995. Source: Central Bank of Brazil.
Does foreign money move the market?
Correlation between the flow and the market's return, month by month, in R$ and US$ — including the lag that undoes the usual reading.
Methodology
Why this is NOT the "foreign flow on the exchange" from the news — and why we don't publish that one.
One series, and why it lives here. Everything else in this database is recomputable: download the CVM document and you reach the same number. This one is not — it is an aggregate compiled by the Central Bank from foreign exchange records, which nobody rebuilds from a public document. You either accept the BCB figure or you don't use it. Mixing it with the fundamentals would weaken the promise of everything else, so it lives in its own section — and the section starts with a single item instead of faking size.