Possible scenario
Pressure Returns
20%
−1.2%
Even if Haddad denies an official plan, political allies of Lula continue pushing for ways to force lower borrowing costs. This creates recurring uncertainty over Banco Central independence and keeps the Selic debate alive.
What it moves
- Finance−2.1%
- Non-Energy Materials−0.8%
- Riskier companies' borrowing costs
- Market volatility
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