The Consumer Price Index (CPI) rose 0.1% in July (seasonally adjusted), after falling 0.4% in June, and decelerated to 3.4% over 12 months (from 3.5%). The core index...
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The productivity and labor cost indicators show a dynamic that is favorable for the Fed, in thatit is characterized by labor cost pressures that are virtually nonexistent from...
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Although short-term inflation remains favorable, rising oil prices and worsening long-term inflation expectations continue to limit the scope for further interest rate cuts in Brazil.
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The world's major economies are no longer moving through a synchronized business cycle. Instead, structural forces, AI-driven innovation, and oil price shocks are pushing Brazil, the United States,...
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U.S. inflation surprised to the downside in June, while Brazil's economy showed signs of moderating growth. However, the rebound in oil prices, persistent fiscal risks, and rising inflation...
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Although producer inflation eased in June as energy prices declined, underlying price pressures remain elevated. Rising import prices suggest that tariff-related cost increases continue to pass through supply...
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Consumer inflation slowed in June, reinforcing the U.S. disinflation trend. However, core inflation remains above target, suggesting the Federal Reserve is likely to keep interest rates unchanged for...
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The sharp slowdown in Brazil's IPCA inflation in June, together with easing core inflation, strengthened expectations of a near-term Selic rate cut. However, the continuation of the easing...
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A persistently expansionary fiscal stance, a tighter output gap, and, above all, a monetary policy framework characterized by lower credibility help explain why 10-year inflation expectations have risen...
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