Market forecasts point to higher inflation through 2028, raising doubts about further Selic cuts 10/30/2026 Carlos Thadeu, of BGC Liquidez — Photo: Divulgação/BGC Liquidez Markets are already bracing for a sharp deterioration in inflation expectations, which is likely to create additional challenges for Brazil’s Central Bank in setting monetary policy. That […]
Delinquency also reaches historic highs as elevated interest rates strain borrowers and raise questions over the Central Bank’s next move 10/30/2026 Rubens Sardenberg — Photo: Divulgação Brazilian household debt exceeded 50% of annual income for the first time on record, the Central Bank reported. The ratio reached 50.1% in August, its highest level since the […]
Goal is to address deterioration in public finances caused by the election and take advantage of a more favorable Congress, argues Solange Srour 10/27/2026 Solange Srour, director of macroeconomics for Brazil at UBS GWM — Photo: Anna Carolina Negri/Valor Brazil’s 2026 election campaign worsened the country’s fiscal problems and made it more urgent for the […]