News
Middle East war clouds outlook for rate cuts
11+ hour, 59+ min ago (900+ words) If the outlook for interest rate cuts worldwide was already murky, amid the hard-to-measure effects of U.S. President Donald Trump's trade policy and the potential damage artificial intelligence could inflict on the labor market, the outbreak of conflict in the Middle…...
Economists warn federal revenue forecasts are overstated
10+ mon, 3+ week ago (647+ words) Por Ana's Fernandes " S'o Paulo 16/04/2025 10h15 Atualizado h" 7 meses The revenue projections in Brazil's 2026 Budget Guidelines Bill (PLDO), particularly those under the Federal Revenue Service's administration, are overly optimistic, according to economists interviewed by Valor. They also warn that shrinking discretionary…...
Oil rally could lift Brazil’s revenue, but fiscal caution remains
10+ hour, 52+ min ago (972+ words) 09/03/2026 09h23 Atualizado h" 2 horas The ongoing conflict in the Middle East might initially lead to positive surprises for Brazil's federal revenue. However, uncertainties about long-term effects and the rapid increase in mandatory spending suggest the need for a more cautious fiscal…...
AI-driven disinflation could benefit Brazil, WHG says
11+ hour, 39+ min ago (9+ words) AI-driven disinflation could benefit Brazil, WHG says'Valor International...
Labor market holds firm as unemployment stays near record lows | Economy
3+ day, 4+ hour ago (558+ words) 06/03/2026 17h00 Atualizado h" 3 horas It is common for unemployment to rise at the start of the year as temporary workers hired at the end of the previous year are dismissed. However, this movement observed at the start of the year has…...
Labor market holds firm as unemployment stays near record lows
3+ day, 4+ hour ago (717+ words) It is common for unemployment to rise at the start of the year as temporary workers hired at the end of the previous year are dismissed. However, this movement observed at the start of the year has not been sufficient…...
Central Bank director warns of ‘long-lasting impact’ of Iran conflict
3+ day, 8+ hour ago (749+ words) Despite rising global uncertainty amid conflicts in the Middle East, the signaling that Brazil's basic interest rate will be reduced at the next Monetary Policy Committee (COPOM) meeting remains unchanged, according to the Monetary Policy director of the Central Bank…...
Oil shock could improve Brazil’s fiscal balance
3+ day, 12+ hour ago (1314+ words) 06/03/2026 09h07 Atualizado h" 3 horas If prices stabilize at a higher level, oil could help improve Brazil's federal primary balance in 2026. Bank estimates point to a reduction of 0.2 to 0.3 percentage point of GDP in the federal government's primary deficit versus the baseline…...
Oil shock could improve Brazil’s fiscal balance | Economy
3+ day, 12+ hour ago (1147+ words) If prices stabilize at a higher level, oil could help improve Brazil's federal primary balance in 2026. Bank estimates point to a reduction of 0.2 to 0.3 percentage point of GDP in the federal government's primary deficit versus the baseline originally laid out…...
Economists monitoring inflation, FX impacts from Iran war
3+ day, 11+ hour ago (689+ words) 06/03/2026 09h59 Atualizado h" 3 horas The conflict involving the United States and Israel against Iran could affect price dynamics in Brazil mainly through higher fuel prices, but economists are also monitoring exchange rate movements, among other factors. Since the beginning of the…...