巴西央行《焦点公告》:金融市场对2026年预期趋稳
Shang Wu Bu Wang Zhan·2026-01-15 17:00
Core Insights - The Brazilian Central Bank's first 2026 Focus Bulletin indicates stable market expectations regarding inflation, exchange rates, benchmark interest rates, and GDP growth [1] Group 1: Inflation and Exchange Rate - The inflation forecast for the end of 2026 has been slightly adjusted upwards to 4.06% [1] - The expected exchange rate for the US dollar against the Brazilian real at the end of 2026 is set at 5.50 BRL [1] Group 2: Benchmark Interest Rate - The benchmark interest rate (Selic) is projected to decrease from 15% at the end of 2025 to 12.25% by the end of 2026 [1]