Overview

• He said one or two sectors may be misusing the court-supervised restructuring tool, though he declined to identify them.
• He emphasized that the analysis is underway with no conclusions or policy measures announced.
• He noted that elevated interest rates are making it more expensive to roll over corporate debt, which can drive legitimate increases in filings.
• He linked the scrutiny to anti-fraud efforts and cited a Federal Police action at Refit that detained four diesel cargoes on Friday.
• Surveys cited in the coverage show filings at record levels, including 4,965 cases in the second quarter and a 61.8% annual jump in 2024.