The announcement of new trade tariffs by the United States, highlighting the rate of up to 50% on Brazilian exports, directly pressures businesses and consumers, increasing the risk of default and weakening credit. Amid this challenging scenario, opportunities also arise for companies specializing in receivables management, such as Way Back, which can act strategically to mitigate losses, protect liquidity and adapt organizations to the new conditions of global trade.
Countries with higher tariffs proposed by Trump
(implementation expected from August 1, 2025)
| Country | Tax rate (%) |
| Brazil | 50% |
| Laos | 40% |
| Myanmar (Burma) | 40% |
| Lesotho | 50% |
| Madagascar | 47% |
| Botswana | 37% |
| Bangladesh | 35% |
| Serbia | 35% |
International strategies against the tariff hike
- China, United Kingdom and Vietnam have already closed agreements avoiding reciprocal tariffs
- Canada and Mexico received differentiated measures under USMCA (United States-Mexico-Canada Agreement) and are trying to renegotiate through brokers such as Howard Lutnick, United States Secretary of Commerce.
- Brazil so far has not been able to avoid the tariff — reaction includes recourse to the WTO and a reciprocity plan based on Law No. 15,122/2025
Impacts and opportunities in the credit recovery market
Expected negative effects
- Increase in default as a result of the increase in the price of imported goods and agricultural/industrial inputs, putting pressure on companies and consumers.
- Devaluation of the real, leading to an increase in dollar debt and exchange rate risk in credit portfolios.
Possible market opportunities
- Active recovery of international commercial debts, offering specialized services in contracts affected by tariffs.
- Portfolio diversification focusing on less impacted sectors or alternative local supply.
- Preventive risk consultancy: anticipate defaults through tariff alerts and monitor adjustable contractual clauses.
- Verification of guarantees linked to exchange rate fluctuations in structured operations with derivatives.
Way Back as a strategic partner to mitigate risks in times of commercial uncertainty
In a scenario of trade uncertainty marked by new US tariffs, Way Back positions itself as a strategic partner for mitigate risks and protect the financial health of companies. With performance in national and international credit recovery, financial BPO and technological solutions, The company helps its clients anticipate defaults, restructure collections, reduce exchange rate exposure and negotiate intelligently in multiple markets.
In the new global scenario marked by high trade tariffs and growing economic instability, companies face significant challenges in maintaining liquidity and controlling defaults. At the same time, strategic opportunities arise for those who act intelligently and quickly in credit management. It is in this context that Way Back stands out as an essential ally, Offering comprehensive credit recovery solutions, financial BPO, and technology applied to receivables management. With national and international expertise, supported by the global TCM Group network International, the company is prepared to help organizations protect their assets, rebalance financial flows and transform risks into results.
(Source: Infomoney, CNN and Senate, July 2025)
