IPCA surpreende, anima a Bolsa e reforça expectativa de corte na taxa de juros

Brazil's official inflation slowed in June, positively surprising the market. The IPCA (Broad Consumer Price Index) rose only 0.16% in the month, below the expected 0.31%, while the 12-month accumulated rate fell to 4.64%, although it still remains above the target pursued by the Central Bank. During the analysis, Guilherme Ravache explained that the result strengthens expectations of cuts in the Selic rate (Brazil's benchmark interest rate) in the coming months. With lower interest rates, credit tends to become cheaper for companies and consumers, favoring investments, consumption, and boosting actions in sectors more sensitive to interest rates, such as retail, construction, and education. Ravache also highlighted that, despite the improvement, the Central Bank continues to face the challenge of balancing inflation control without compromising economic growth and job creation. Among the factors that contributed to the June result were the fall in food and fuel prices, while electricity continued to put pressure on inflation due to tariff flags. The analyst also drew attention to structural challenges, such as the increased demand for energy caused by the expansion of data centers and artificial intelligence, which could put pressure on electricity costs in the coming years and influence inflation in the future. 🚨Subscribe to the channel and activate the bell to receive all our content! Follow Times Brasil - Exclusive CNBC Licensee on social media: @otimesbrasil 📌 WHERE TO WATCH THE WORLD'S LARGEST BUSINESS CHANNEL IN BRAZIL: 🔷 Channel 562 ClaroTV+ | Channel 562 Sky | Channel 592 Vivo | Channel 187 Oi | Regional operators 🔷 OPEN SIGNAL TV: satellite dishes channel 562 🔷 ONLINE: https://timesbrasil.com.br | YouTube 🔷 FAST Channels: Samsung TV Plus, LG Channels, TCL Channels, Pluto TV, Roku, Soul TV, Zapping | New Streaming Services #CNBCInBrazil #BusinessJournalism #CNBCBrazilTeams