巴西总统路易斯·伊纳西奥·卢拉·达席尔瓦周四与一群左倾经济学家举行会晤，拉开了其下一任期经济政策讨论的序幕，与会者包括前财政部长吉多·曼特加，这一选择有可能加深投资者对其财政政策立场的担忧。
Luiz Inácio Lula da Silva kicked off discussions over economic policy for his next term by meeting with a group of left-leaning economists, including former Finance Minister Guido Mantega, a choice that risks deepening investor concerns about his approach to fiscal issues.
据总统发言人提供的名单显示，曼特加是一位左翼人士，曾于2006年至2014年底担任巴西任期最长的财政部长，他是周四会议与会者之一，会议还出席了卢拉现任政府的几位关键官员。
Mantega, a leftist who was Brazil’s longest-serving finance chief from 2006 to the end of 2014, was among the participants in a Thursday meeting that also included key officials from Lula’s current administration, according to a list provided by a presidential spokesman.
知情人士透露，卢拉于10月25日赢得其职业生涯中创纪录的第四次总统大选，预计他将与不同政治光谱的经济学家举行一系列会谈，以制定未来几年的政策提案，而这次会晤是该系列会谈的首场。
The encounter was the first in a series that the president who won a record fourth career election on Oct. 25 is expected to hold with economists from across the political spectrum as he develops proposals for the coming years, people familiar with the situation said.
但卢拉决定首先与与其所属工人党关系密切的经济学家（包括曼特加）展开对话，势必会引来投资者的审视，投资者正敦促卢拉阐明他打算如何稳定巴西不断上升的公共债务，并遏制巨额财政赤字。
But the decision to begin those talks with economists closely associated with his Workers’ Party, including Mantega, is likely to draw scrutiny from investors who are pressing Lula to spell out how he intends to stabilize Brazil’s rising public debt and rein in large fiscal deficits.
在卢拉和前总统迪尔玛·罗塞夫执政期间担任财政部长时，曼特加支持逆周期财政措施，并在全球金融危机后扩大公共信贷。他后来因推行干预主义政策、主张利用公共支出拉动增长而为人所知。他在拉美最大经济体陷入危机之际卸任。
During his time as finance minister under Lula and former President Dilma Rousseff, Mantega backed counter-cyclical fiscal measures and expanded public credit following the global financial crisis. He later became associated with interventionist policies and support for the use of public spending to drive growth. He left the job as Latin America’s largest economy plunged into crisis.
经济学家、国家开发银行（BNDES）前行长卢西亚诺·库蒂尼奥也出席了会议。卢拉政府的多位核心成员也到场，包括财政部长达里奥·杜里甘、规划部长布鲁诺·莫雷蒂、总统办公厅主任米里亚姆·贝尔基奥尔、国家开发银行行长阿洛伊济奥·梅尔坎特和副总统杰拉尔多·阿尔克明。
Luciano Coutinho, an economist and former head of national development bank BNDES, also attended the meeting. Top members of Lula’s administration were also present, including Finance Minister Dario Durigan, Planning Minister Bruno Moretti, Chief of Staff Miriam Belchior, BNDES chief Aloizio Mercadante and Vice President Geraldo Alckmin.
卢拉尚未勾勒出下一任期的经济政策，也未决定谁将担任政府关键职位。总统身边的人士表示，他在做决定前听取不同意见，遵循的是他一贯的做法。
Lula has yet to outline economic policies for his next term or decide who will hold key positions in his government. People close to the president say he is following his typical approach of listening to different views before he makes decisions.
自卢拉在决选中意外获胜以来，巴西资产承受巨大压力，市场担忧他的财政做法将加剧预算紧张，并进一步增加央行遏制通胀的难度。
Brazilian assets have come under heavy pressure since Lula’s surprise runoff victory, amid market concerns that his fiscal approach will exacerbate budgetary strains and further complicate the central bank’s efforts to tamp down inflation.
卢拉将在周日播出的全国电视讲话中试图缓解部分担忧，这是他连任以来的首次讲话。据彭博新闻社看到的讲话稿草案摘录，预计他将强调财政责任，但不会宣布具体的削减开支措施。
Lula will seek to alleviate some of those worries in a nationally televised address scheduled for Sunday, his first since winning reelection. He is expected to emphasize fiscal responsibility, though without announcing concrete measures to rein in spending, according to excerpts of a draft of the speech seen by Bloomberg News.
总统还计划阐述降低利率的挑战，同时避免批评央行，后者周三晚间将基准塞利克利率维持在13.75%不变。卢拉将表示，他仍致力于实现预算盈余，且不削减或冻结社会项目。
The president also plans to address the challenge of bringing down interest rates while refraining from criticizing the central bank, which kept its benchmark Selic rate at 13.75% Wednesday night. Lula will say he remains committed to delivering a budget surplus without cutting or freezing social programs.
在这长约10分钟的讲话中，预计卢拉将感谢巴西民众给予他另一个任期，特别提及年轻人、女性和老年人，并承诺致力于使国内政治关系常态化。
During the roughly 10-minute address, Lula is expected to thank Brazilians for giving him another term, with particular mention of young people, women and the elderly, and pledge to work toward normalizing political relations in the country.