News
Widening output gap hints at above-potential economic growth
4+ hour, 23+ min ago (950+ words) 08/07/2026 08h54 Atualizado h" 2 horas Brazil's economic output gap widened again in the first quarter, reaching its highest level in nearly a year. Between January and March, the indicator stood at 3. 5%its highest reading since hitting 3. 7% in the second quarter of last…...
No room left for rate cuts if inflation target is the goal, Srour says | Markets
1+ day, 23+ hour ago (633+ words) 06/07/2026 14h00 Atualizado h" 8 horas Despite attempts to clear up some of the confusion in its latest communications, Brazil's Central Bank has continued to raise questions about whether it is more concerned with economic activity than with inflation. At the same time,…...
Analysis: Inflation expectations offer Central Bank some relief despite rising pessimism
1+ day, 22+ hour ago (13+ words) Valor International...
No room left for rate cuts if inflation target is the goal, Srour says
1+ day, 23+ hour ago (769+ words) Despite attempts to clear up some of the confusion in its latest communications, Brazil's Central Bank has continued to raise questions about whether it is more concerned with economic activity than with inflation. At the same time, uncertainty has been…...
Strong El Ni'o raises inflation, fiscal concerns in Brazil
2+ day, 5+ hour ago (1112+ words) Economists warn that El Ni'o represents a macroeconomic shock that could require additional public spending, complicate efforts to lower interest rates and even influence next year's election, which is expected to coincide with the peak of the climate event. Financial…...
Oil drop gives little room for more Selic cuts
2+ day, 6+ hour ago (673+ words) Since mid-May, the link between oil prices and short-term interest rates has weakened. As investors reassess the Selic's path, other factors have gained weight as potential obstacles to deeper rate cuts: unanchored inflation expectations, still-high services inflation, and a more…...
ASA sees "financial repression" ahead, favors real assets
2+ day, 4+ hour ago (599+ words) The recent rise in long-term interest rates around the world has not changed investment firm ASA's view that, further ahead, the global economy is heading into a period of "financial repression," in which advanced economies will seek to reduce the…...
Government to raise inflation forecast as El Ni'o fuels food prices
5+ day, 2+ hour ago (454+ words) Rice and bean prices are expected to face upward pressure as planted acreage has declined. Beef and dairy prices are also likely to be affected by the cattle cycle, the recurring price fluctuations driven by herd management. On GDP growth,…...
Repeated output gap revisions raise questions over Central Bank's policy model
6+ day, 5+ hour ago (622+ words) Repeated upward revisions to Brazil's output gap estimates are raising concerns that the Central Bank's assessment of economic conditions may be skewing monetary policy recommendations, according to economists at the Brazilian Institute of Economics of Funda'o Getulio Vargas (FGV Ibre)....
Family farming plan aims to boost domestic food supply | Agribusiness
6+ day, 20+ hour ago (583+ words) 01/07/2026 10h06 Atualizado h" 5 horas GThe government unveiled the 2026/27 Family Farming Crop Plan on Tuesday (30) evening during a ceremony at the Planalto Palace attended by President Luiz In"cio Lula da Silva, offering R$85. 2 billion in loans. That's 9% higher than the R…...