How Druckenmiller, Rokos, and Vista Front-Ran Brazil’s R$33B Institutional Flood — The Complete 2026 Macro Trade Anatomy

EWZ · Ibovespa · Brazil Macro 2026 · Selic Carry Trade · Emerging Markets Rotation · 13F Analysis

Feb 19, 2026

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By Navnoor Bawa · Published February 19, 2026 · Fact-checked against SEC EDGAR, Bloomberg, BofA Fund Manager Survey, Petrobras official filings, Vale Q4 2025 earnings, and primary fund sources

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