Brazil Rate Cut Path vs Sticky Inflation Paradox | Jun 26, 2026 / BCB / Focus Market Readout

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Brazil Rate Cut Path vs Sticky Inflation Paradox | Jun 26, 2026 / BCB / Focus Market Readout

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Deep dive into Brazil's BCB Focus Market Readout dated June 26, 2026. Over 130 market participants now see the Selic rate ending 2028 at 10.50% — a hawkish revision — while 2026 IPCA inflation holds stubbornly at 5.33%, well above the 3.0% target. We analyze the rate cut path, BRL/JPY carry trade dynamics, fiscal deficit risks, and what this means for Japanese investors holding Brazilian assets. ▶️ Full video on YouTube: https://youtu.be/2JSIOgIjM0k

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