RATES & INFLATION
Estoque de crédito sobe 0,4% em setembro e chega a R$ 7,444 trilhões
Alta mensal é puxada por crédito livre e empresas, segundo dados do Banco Central divulgados nesta quinta-feira, 29, apurados pelo InfoMoney.
PIB dos EUA cresce 3,4% no terceiro trimestre e supera previsões; Fed segue cauteloso com os juros
A economia americana cresceu mais que o esperado no terceiro trimestre, enquanto o Fed manteve os juros e aguarda novos dados antes do próximo passo.
Fed's preferred inflation accelerates in September and reinforces caution on interest rates
The index that the Fed watches most rose 0.5% in September, the core accumulated an increase of 3.1% in 12 months and GDP and inflation came out together.
Lagarde announces departure from the European Central Bank in February and opens succession dispute
President of the European Central Bank leaves office on February 7, 2027, around eight months before the end of his term, according to a statement from the institution.
Lagarde announces departure from ECB presidency from February 7, 2027
The announcement made in a statement on Thursday (10/29) brings forward the end of the mandate, scheduled for October 2027, by approximately eight months.
Fed postpones interest rate hike, but GDP and inflation could complicate the wait
According to MarketWatch, the growth and price data released together could reinforce the argument for a new interest rate hike in December.
Asia closes down with Samsung under pressure and interest rates on the radar; Nikkei clashes
Samsung falls 4.1% even after strong balance sheet, and investors evaluate the terms of the shareholder return policy; Nikkei goes against the grain.
Warsh Learns to Wield the Fed's Power Without Revealing His Cards
According to CNBC, the president of the Federal Reserve avoids giving clear clues while inflation remains above target and the market tries to interpret his statements.
Credit cycle should gradually worsen and JPMorgan remains cautious with banks in Brazil
According to InfoMoney, JPMorgan sees Brazilian banks challenged in 2027, with high interest rates, slowdown and household debt putting pressure on credit.
Industrial entity cuts 2026 GDP forecast to 1.6% with high interest rates weighing
Downward revision comes from weaker industry and services, while agriculture gains projection; inflation estimated at 5.15% and Selic at 13.25% at the end of the year.
How much would a 0 km Chevrolet cost today? Accounting for inflation is around R$ 138 thousand
Estimate by O Antagonista corrects the 1973 price by the IGP-DI until September 2026, but the value does not serve as a launch price.
Changing the readjustment of retirees can cost investors dearly
According to MarketWatch, proposals to change the American Social Security cost-of-living adjustment have effects that go beyond retirees.
Fed maintains interest rates, Warsh anticipates procedural changes and analysts disagree on the next step
In a decision without surprise in the vote, but with two divergent votes, President Kevin Warsh detailed his reading of the economy and anticipated procedural changes.
Bessent says the Fed's new interest rate hike would not necessarily be a mistake
US Treasury Secretary says further interest rate hikes are not automatically a mistake, amid bets for a new hike in December.
Fed is expected to maintain interest rates this week, but 76% see a rise in December
A CNBC survey of 30 managers, strategists and economists points to pause now, tightening later and inflation seen as a broad problem.
Interest, real and Ibovespa depend on who commands the economy in Lula's new term
Report sees high long interest rates and weaker real without credible names and fiscal measures, with Ibovespa could fall close to 170 thousand points.