"The NSA actually called the program and said that none of their spying was used to give unfair advantages to American companies but they wouldn't comment further."
Nobody goes to the NSA and submits an RFP for insider information. Such information flows through informal, undocumented channels, e.g. an agent moonlighting at a bank or speaking freely to a friend.
Given (a) the value of the information and (b) the level of integration between information industries and the NSA, I think it improbable that this information hasn't leaked. Presuming the prior, it would be expected to dis-proportionately benefit firms who are closer to the leaky source, i.e. U.S. firms, a benefit which increases proportional to how quickly said information goes "stale". One may argue that Brasilian firms similarly benefit by being closer to the ultimate source, the Brasilian government. But that, in turn, is similar to the old Deutsch logic that bribes paid to foreign governments should be tax deductible to German firms - it's fighting fire with fire.
Nobody goes to the NSA and submits an RFP for insider information. Such information flows through informal, undocumented channels, e.g. an agent moonlighting at a bank or speaking freely to a friend.
Given (a) the value of the information and (b) the level of integration between information industries and the NSA, I think it improbable that this information hasn't leaked. Presuming the prior, it would be expected to dis-proportionately benefit firms who are closer to the leaky source, i.e. U.S. firms, a benefit which increases proportional to how quickly said information goes "stale". One may argue that Brasilian firms similarly benefit by being closer to the ultimate source, the Brasilian government. But that, in turn, is similar to the old Deutsch logic that bribes paid to foreign governments should be tax deductible to German firms - it's fighting fire with fire.