18/11/24 | Revisão de cenário: passamos a projetar Selic de 13,50% em 2025

from Itaú Views Morning Call · host Itaú BBA

Análise do cenário do dia com a economista Lorena Dourado. Revisão de Cenário – Brasil: Recalculando a rota Risco de descumprimento do arcabouço fiscal reforça a necessidade de ajustes. Confira na íntegra: https://bit.ly/CenarioMacro_BRASIL_Nov24 Revisão de Cenário – Global: Trump 2.0: um cenário global com mudanças mais profundas Atividade resiliente, tarifas comerciais, expansão fiscal e restrição a imigração indicam juros mais altos. Confira na íntegra: https://bit.ly/CenarioMacro-GLOBAL_nov24

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