RATES & INFLATION
Fed maintains interest rates and cost of money enters the electoral debate
Voters feel the weight of expensive credit on their cars, homes and cards, and the issue is starting to appear at the polls, according to MarketWatch.
Family debt breaks new record despite government renegotiation programs
According to the Central Bank, household bank debt reached 50.1% of income in 12 months, and debt service already consumes 29.0%.
US fixed income gains space again in investor portfolios
After around 15 years of little incentive, American bonds are recovering income and diversifying their role, according to InfoMoney.
Fixed income at XP: prefixed CDB reaches 15.130% per year this Thursday (29) with Fed maintaining interest rates
CDB, LCI and LCA rates range from pre-fixed to post-fixed, while the agenda includes balance sheets from Ambev, Vale and Eli Lilly and fiscal data.
Dollar rises with politics in Brazil and GDP and inflation in the US on investors' radar
According to Revista Oeste, the American currency rose on Thursday, the 29th, while investors follow Brazilian politics and US interest and inflation data.
Fed's preferred inflation rises 0.5% in September and is in line with forecasts
US consumer spending index comes out equal to the FactSet consensus, with an annual increase of 3.6% overall and 3.1% in the core.
PACC11 appears as an alternative to capture higher inflation with worsening fiscal conditions
According to Money Times, IPCA+ bonds with rates described as attractive and short duration form the proposal, while the real and fiscal expectations appear as risks.
ECB maintains interest rates at 2.5% with rising inflation and Lagarde anticipates exit
The decision follows market expectations, with euro zone inflation at 3.8% and energy putting pressure on prices. Lagarde will step down from the presidency in February…
Household spending rises sharply in September, driven by gas and transport
According to MarketWatch, the increase came from higher energy costs, while the headline talks about stabilization after inflation rises.
Lagarde announces departure from the ECB in February 2027 and leaves a legacy of diplomacy and stability
Early resignation was communicated on the same date that the ECB decides interest rates, with a press conference from the president shortly afterwards
Credit stock rises 0.4% in September and reaches R$7.444 trillion
The monthly increase is driven by free credit and companies, according to data from the Central Bank released this Thursday, 29th, collected by InfoMoney.
US GDP grows 3.4% in the third quarter and exceeds forecasts; Fed remains cautious about interest rates
The American economy grew more than expected in the third quarter, while the Fed maintained interest rates and awaits new data before taking its next step.
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.