Juros, inflação e IFIX: o que o investidor de fundos imobiliários precisa acompanhar?

(FREE) 🧭 YOUR PORTFOLIO BUILT IN LESS THAN 5 MINUTES - On July 13th, live, Suno launches the tool that does this, and those present will get access with a special launch offer: https://lp2.suno.com.br/cl/semana-do-... (FREE) 🤑 Discover how much you need to invest monthly to retire with an income of R$10,000/month: (FREE) 📊 Learn how to organize your financial life in stages and plan your next steps as an investor: https://lp.suno.com.br/planilha-da-vi... ============================================================ 📈 IS YOUR REIT PORTFOLIO PERFORMING AS MUCH AS IT COULD? Don't invest blindly. Access Professor Baroni's recommendations or request a complete portfolio analysis from the Suno Consultoria team. Fill out the form and we will contact you 👉 https://suno.me/service In today's EconoFIIs, we will discuss the main data that are impacting the macroeconomic scenario and the real estate investment trust (REIT) market. The first point is the conflict involving Iran and the United States, which has once again generated tension in the global market. The new round of attacks has put pressure on the fragile peace agreement and kept the Strait of Hormuz in the spotlight, a strategic route for oil and gas worldwide. Even with diplomatic efforts, the scenario remains sensitive for energy, inflation, and risk appetite. We will also talk about inflation in the United States. In May, the CPI rose 0.5% in the month and accumulated 4.2% in 12 months, while the core CPI, which excludes food and energy, advanced 0.2% in the month and 2.9% in 12 months. These data help explain why the market is still cautiously monitoring the Fed's next steps. In Brazil, the focus is on two important points: the labor market and inflation. The Continuous National Household Sample Survey (PNAD Contínua) showed an unemployment rate of 5.6% in the quarter ending in May 2026, while the average real income was R$ 3,726. Meanwhile, the IPCA (Consumer Price Index) for May rose 0.58%, accumulating 4.72% over 12 months, according to the IBGE (Brazilian Institute of Geography and Statistics). And how does all this affect REITs (Real Estate Investment Trusts)? The answer lies in the yield curve, expected inflation, and risk appetite. When inflation, the labor market, and the external scenario remain under pressure, the market begins to question the pace of the Selic (benchmark interest rate) cut. This directly affects the IFIX (Brazilian Real Estate Investment Fund Index), paper funds, real estate funds, and the relative attractiveness of real estate funds compared to fixed income. In today's episode, we'll discuss: ✔️ Recent news about the conflict between Iran and the US ✔️ Inflation data in the United States ✔️ Labor market in Brazil ✔️ Brazilian inflation and its impact on the Selic rate ✔️ Recent data on REITs and the behavior of the IFIX index #economy #macroeconomics #realestatefunds Gustavo Sung is the chief economist at Suno Research, one of the leading investment analysis firms in Brazil. He holds a degree in economics from FEA/USP and a master's degree in economics from FEA-RP/USP. His research focuses on Central Bank interventions in the Brazilian foreign exchange market. He began his career at Tendências Consultoria Integrada, working in the oil, gas, and electricity sectors. He has experience in research and scenario planning, reports, and indicator projections. Today, he is a leading authority on macroeconomic analysis, monetary policy, and interest rate projections, frequently cited in national and international media. Sung has distinguished himself through his participation in relevant financial market events, where he shares insights on the macroeconomic scenario and its impact on the real estate investment trust (REIT) sector. READ MY NEWEST EBOOK ⬇️ "Macroeconomics: An Approach for Investors", by Gustavo Sung & Rafael Perez: https://amzn.to/3HlB7Nu (FREE) 📘 Want to learn more about economics? Download the eBook "Unravel the Economy": https://lp.suno.com.br/lm/ebook-desve...