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Cenário Cambial Brasil 2025: Perspectivas e Projeções para a Taxa de Câmbio
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Cenário Cambial Brasil 2025: Perspectivas e Projeções para a Taxa de Câmbio

A taxa de câmbio brasileira segue como um dos principais temas para análise econômica e estratégica em 2025. O contexto atual é influenciado por fatores externos, como a força do dólar (DXY) devido à resiliência da economia dos EUA e a adoção de medidas protecionistas, além de desafios internos, como o agravamento do déficit fiscal e a redução do diferencial de juros. Esses elementos compõem um cenário desafiador para o real.
The REDD Eye
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The REDD Eye

The REDD Eye
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The REDD Eye

A podcast by our sister company, REDD Intelligence
US Fed might weigh rate cuts in a tighter liquidity environment
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US Fed might weigh rate cuts in a tighter liquidity environment

Cash reserve ratio contributed the maximum to the growth of the nowcast for Q3 2022
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CEIC’s GDP Nowcast for India projects a growth of 6.1% y/y for Q2 FY2023

Cash reserve ratio contributed the maximum to the growth of the nowcast for Q3 2022
Manufacturing PMI for India decelerated to 55.1 in September 2022
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Manufacturing PMI for India decelerated to 55.1 in September 2022

The manufacturing PMI for India recorded a second consecutive fall in September 2022, to 55.1, from 56.2 in August.
The current economic situation indicator however kept declining, dropping to -72.2% in October
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Germany's financial markets' sentiment improves marginally

The current economic situation indicator however kept declining, dropping to -72.2% in October
The data reached an all-time high of 69.05% y/y in April 2021
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Poland total exports up by 29.05% y/y in August 2022

The data reached an all-time high of 69.05% y/y in April 2021
Core inflation accelerated to 6.6% y/y, from 6.3% in August
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US inflation still high despite third consecutive drop

Core inflation accelerated to 6.6% y/y, from 6.3% in August
It has been declining for 14 months straight
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CEIC Leading Indicator: Euro Area is on a clear path to recession

It has been declining for 14 months straight
For Q3 2022, we forecast that the annual GDP growth rate will rebound to 1.31% y/y
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CEIC's Brazil GDP Nowcast: Q2 annual growth rate to slow down to a 2020 low

For Q3 2022, we forecast that the annual GDP growth rate will rebound to 1.31% y/y