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A Selic pode voltar a subir nos próximos 12 meses?

Neste artigo, analisamos os motivos que explicam essa precificação e como isso se reflete em nossa recomendação de renda fixa para os clientes

Por Humberto Vignatti, BR Fixed Income Strategist

2 minutos de leitura
Pilha de moedas de euro em foco, com uma nota de 50 reais ao fundo desfocado. No canto esquerdo, aparece o logo estilizado de um globo terrestre acompanhado pelo texto "The Weekly Globe" em letras grandes e pretas. A composição sugere um tema relacionado a finanças ou economia global.
Crédito: Shutterstock

Em uma reunião com clientes recentemente, ao apresentar um gráfico da trajetória da Selic esperada pelo mercado pelos próximos anos, um cliente surpreso fez a pergunta do título deste texto.

Do seu ponto de vista, não parecia fazer sentido dar um cavalo de pau tão repentino na política de juros básicos brasileira, num ambiente em que a inflação no geral vem se comportando bem apesar de alguns pontos de atenção, e a atividade econômica, ainda que resiliente, cresce de forma moderada, sem exageros.

Confira o artigo completo.

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