​​​​​​​​​​Key themes

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Objective

Analyze Brazil’s main economic indicators and their trends.

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Relevant topics (for tailored analysis)

• Economic activity:

  • Economic growth rate and its impact on markets;

  • Gross domestic product (GDP) projections.

• Fiscal scenario:

  • Public debt, revenues, and primary expenditures of the central government;

  • Central government primary‑balance forecasts.

• External accounts:

  • Trade balance, foreign direct investment, and international reserves;

  • Projections for external‑account balances.

• Consumption and inflation:

  • Household consumption and consumer‑price inflation;

  • Inflation forecasts.

• Exchange rates and interest rates:

  • USD/BRL exchange rate and the key policy rate (Selic);

  • Selic‑rate projections.

• Labor market and demographics:

  • Unemployment indicators and average labor earnings;

  • Population trends and their effects on the workforce.

• Environmental issues:

  • Rural credit and its effects;

  • Regenerative agriculture and livestock farming.

• Crisis and recession: Impact of recent and ongoing economic crises.​