Investors at B3 begin the week – the last of November – expecting the announcement of the spending cuts package, which could be announced by tomorrow. On Monday, the 25th, President Luiz Inácio Lula da Silva will receive the draft of the fiscal plan in a meeting with Finance Minister Fernando Haddad, and will meet with 12 ministers in the afternoon.
Therefore, the rise in stock indexes abroad is not enough to excite the Ibovespa, which will have to release a series of data that could affect asset prices, such as employment data and the IPCA-15, in addition to the US inflation index (PCE, for October).
“It will be a busy week in Brazil. There is the IPCA-15 in November, Caged in October and the Continuous National Household Sample Survey. The expectation is for inflation to accelerate, which will likely weigh on the Ibovespa and encourage an increase in the Selic rate to 12.00% in December,” estimates Marlon Glaciano, financial planner and finance specialist. The base interest rate is currently at 11.25% per year.#b3 #analises