
巴西分析师因右翼候选人弗拉维奥·博尔索纳罗在总统决选民调中领先而下调今年年底的利率预期,提振了投资者对财政政策收紧的希望。
Brazil analysts lowered their interest rate forecasts for the end of this year as right-wing candidate Flávio Bolsonaro leads polls for the presidential runoff, boosting investor hopes of tighter fiscal policy.
据经济学家在周二发表的每周央行调查显示,基准利率塞利克将在12月降至13.25%,低于此前估计的13.50%。
The benchmark Selic will fall to 13.25% by December, down from the previous estimate of 13.50%, according to a weekly central bank survey of economists published on Tuesday.
本月早些时候,博尔索纳罗在首轮投票中击败现任总统卢拉·伊纳西奥·卢拉·达席尔瓦,成为10月25日决选的强势热门。自那以后,巴西资产因右翼挑战者有望遏制公共支出、从而为降低利率创造空间而上涨,目前利率为13.75%。
Bolsonaro upset incumbent Luiz Inácio Lula da Silva in the first-round vote earlier this month, making him the strong favorite to win the Oct. 25 runoff. Brazilian assets have since rallied on prospects that the right-wing challenger will rein in public spending and hence create space for lower rates, which currently stand at 13.75%.

周二发布的BTG Pactual/Nexus民调显示,前总统雅伊尔·博尔索纳罗之子弗拉维奥·博尔索纳罗在有效票中获得52%的支持率——不计空票和无效票——而卢拉获得48%。
A BTG Pactual/Nexus poll released Tuesday showed Bolsonaro, the son of former President Jair Bolsonaro, taking 52% of valid votes — excluding null and blank ballots — compared with 48% for Lula.
生活成本上升带来的挫败感以及围绕最高法院的动荡助长了反建制情绪,使这位保守派参议员占得优势。央行调查中的经济学家预计,通胀将在年底升至5.22%,高于前一周的5.01%预期,且远高于3%的目标。
Frustration with the rising cost of living and turmoil surrounding the Supreme Court helped fuel anti-establishment sentiment, giving the conservative senator an edge. Economists in the central bank survey expect inflation to accelerate to 5.22% by year-end, up from the previous week’s 5.01% estimate and well above the 3% target.