Desemprego em queda, Selic em alta? Marilia Fontes explica a relação

[{"selector":"#anim-60975807-5cf9-421d-b954-b9b4cd5236dd","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-213020e0-4da4-4139-8629-0eeb4e66df35","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-e532b756-f0ee-4d01-9319-ae07a734c47e","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Marilia Fontes, da Nord Research, analisa o impacto do baixo desemprego na inflação e juros neutros, com projeções para a reunião do Copom. MERCADO FINANCEIRO MERCADO FINANCEIRO

O baixo desemprego pode acelerar a inflação de serviços e elevar o juro neutro da economia brasileira.

[{"selector":"#anim-c62d46f8-7915-4d23-b441-8e4ed7153558","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-7f26eca7-e93a-4f33-92a5-5405d1eff529 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate(8.077602876286946%, 0%) scale(1.5)","translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-95d0844e-50b6-4dac-b041-5f82b1e73cda","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Leia a matéria completa

O mercado ajustou para cima as projeções para inflação e juros, segundo o Boletim Focus.

[{"selector":"#anim-ee391aef-3878-42bd-8cba-533ed9ff803f [data-leaf-element=\"true\"]","keyframes":{"transform":["translate(-1.4472777839961921%, 0%) scale(1.5)","translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-0cee25ed-b363-4965-a8c9-56a3a489885d","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-33abe722-2e66-4183-849c-97b54747de13","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Leia a matéria completa

Marilia Fontes prevê alta de 0,50 p.p para os juros no Brasil após a reunião do Copom.

[{"selector":"#anim-1729a858-64b9-4e74-b99a-7a80bc6785a1 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate(-21.800461437207098%, 0%) scale(1.5)","translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-9d500b15-2a8f-425a-a0f5-1abc6f97ef05","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-a8ee50b7-6b78-487b-9db1-2d4539f9c6bb","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Leia a matéria completa

A analista também prevê queda de 0,25 p.p. para os juros nos Estados Unidos.

[{"selector":"#anim-8ccb0c3e-9375-40e4-91ea-a04a8a0560cb [data-leaf-element=\"true\"]","keyframes":{"transform":["translate(23.797349293002544%, 0%) scale(1.5)","translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-c6a82ef7-cfe1-46a0-b669-0c367d812522","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-0a75667a-4678-4a7b-bdae-6b572b6faf12","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Leia a matéria completa

Dados de vendas no varejo e consumo em geral também acendem alerta para inflação.

[{"selector":"#anim-faa116a2-d056-420f-b8a9-700478c24335 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate(23.1706892721896%, 0%) scale(1.5)","translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-6ad832ff-3006-45fa-ab32-59f41ab131c1","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-5a5d6220-91f8-4472-8378-feff468670be","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Leia a matéria completa

Marilia Fontes indica que o juro neutro, que não acelera a inflação nem desacelera a economia, está acima de 10%.

[{"selector":"#anim-6a69efd7-35e2-4404-8af6-152c0e618f4b [data-leaf-element=\"true\"]","keyframes":{"transform":["translate(-6.418002712144688%, 0%) scale(1.5)","translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-24e1f4e9-6512-45a1-84c3-1e55348c958f","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-91ff325d-05b4-4c5c-a080-4f842e7ef5f9","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Leia a matéria completa

O mercado subiu a previsão do IPCA 2024 de 4,55% para 4,59% e do IPCA 2025 de 4% para 4,03%.

[{"selector":"#anim-aea70c11-d4ab-4566-b39d-ebd73dcfa911 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate(0.4810889919792807%, 0%) scale(1.5)","translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-8b31ade4-8d5b-4d21-998f-826d83ddeb61","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-12a6a6ac-80be-4f95-a690-760b03454080","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Leia a matéria completa

Arraste e inscreva-se