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News · ▲ Bullish · 5 sources confirmed · 2026-09-21 12:06 UTC

Brazil Economists Lower 2026 Selic Forecast Following Rate Cut - Bloomberg.com

Why now

Thesis: Easing cycle supportive for Brazilian assets and EM risk

Catalyst to watch: Actual Selic cut delivery and inflation path

Main risk: Inflation resurgence could halt easing

Why it matters

Brazil economists cutting the 2026 Selic forecast after a rate cut signals an easing cycle, supportive for Brazilian assets and EM risk.

Related assets & topics

Emerging MarketsInterest Rates

Sources

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