EPISODE · Jun 29, 2026 · 6 MIN
Selic利下げ加速とインフレ高止まりの矛盾 | 2026年6月26日 / BCB / Focus Market Readout
from Nakajima Quant Desk - Japanese
BCB（ブラジル中央銀行）が毎週公表するFocus Market Readout（2026年6月26日版）を徹底解説。Selic金利の2028年末予測が10.50%へ上方修正される一方、2026年IPCAは5.33%と目標（3.0%）を大幅超過。BRL/JPYキャリートレードへの影響、財政赤字の拡大懸念、そして日本人投資家がブラジル資産を保有する際のリスクを多角的に分析します。 ▶️ YouTube本編動画: https://youtu.be/2JSIOgIjM0k
Embed this episode
Ready to play
Selic利下げ加速とインフレ高止まりの矛盾 | 2026年6月26日 / BCB / Focus Market Readout
0:00
6:27
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of Nakajima Quant Desk - Japanese?
This episode is 6 minutes long.
When was this Nakajima Quant Desk - Japanese episode published?
This episode was published on June 29, 2026.
Can I download this Nakajima Quant Desk - Japanese episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!