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Monday, 9 November 2026English edition
The Geopolitician

Country risk, from the local press

Brazil · Story · Markets

Brazil's inflation and economic forecasts adjusted post-election

Brazil's inflation forecast has risen above 5% amid political changes, with economists adjusting their outlook following Lula's election victory.

Running story — the local press covered it again on 3 November 2026.

The story so far as of 3 November 2026

On October 5, 2026, economists raised Brazil's inflation forecast for the year to over 5%, reflecting concerns about rising consumer prices amid political uncertainty. This forecast was released before the first round of elections, where Senator Flávio Bolsonaro was leading against incumbent Luiz Inácio Lula da Silva. Following Lula's election victory, on November 3, 2026, economists further increased their forecasts for inflation, interest rates, and the dollar through 2029, indicating anticipated economic impacts of Lula's policies.

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Coverage, day by day

  1. Markets

    Economists raise Brazil's inflation and interest forecasts

    Impact Financial institutions and investors face adjusted economic forecasts, impacting lending and investment strategies.

    Sources: Folha de S.Paulo ↗, Jornal de Brasília ↗

  2. Markets

    Inflation forecast rises above 5% in Brazil

    Impact Lenders and borrowers in Brazil face increased costs as inflation expectations rise.

    Sources: Jornal de Brasília ↗, Folha de S.Paulo ↗

Sources in this story

Sources: each headline links to the original article on the publisher's site.

Other running stories in Brazil

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