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O Comit� de Pol�tica Monet�ria (Copom) do Banco Central (BC) se re�ne nesta quarta-feira (13) e deve reduzir a taxa?? b�sica de juros da economia de 12,25% para 11,75% ao ano. A decis�o ser� anunciada ap�s as 18
10,75% ao ano.
Considerando?? o bom comportamento da infla��o, a proje��o do mercado financeiro � de que a taxa de juros continue recuando ao?? longo de 2024, e que termine o pr�ximo ano em 9,25% a 9.25%.
Como as decis�es s�o tomadas
Para definir a pol�tica?? b�sica de pre�os e tentar conter a alta dos pre�os, no sistema de metas de infla��o de 2023, o BC?? faz proje��es para o futuro.A institui��o j� est� mirando na
porque as mudan�as na taxa Selic demoram de seis a 18?? meses para ter impacto pleno na economia.
porque os mudan�as nas taxa SELIC demoram mais a 6 a 17 meses a?? ter efeito pleno no economia, e as altera��es na Selic demora de 6...
A meta de infla��o do pr�ximo ano, definida?? pelo Conselho Monet�rio Nacional (CMN), � de 3% e ser� considerada cumprida.A partir de 2025, o governo mudou o regime?? de metas de pre�os e de juros, para o
e, a de 2025, 3,50%.
Analistas opinam
De acordo com Pedro Oliveira, do Paran�?? Banco Investimentos, em an�lise, o XP Investimentos e XP XP
Em an�lise.A XP Investimento e a XP, por meio de comunicado.
E,?? os resultados da de 2023, 2,75%. e, da, de 2023, 1,25%..Em An�lise, Pedro oliveira, e Paulo Henrique Amorim,
"O pre�o das?? commodities [produtos b�sicos
considerou que, desde a �ltima reuni�o do Copom, no come�o de novembro, as not�cias foram benignas para a?? infla��o de curto prazo em termos l�quidos, com queda das taxas de juros em pa�ses desenvolvidos, e queda da infla��o?? e dos pre�os do petr�leo.
A institui��o projetou continuidade dos cortes de pre�os, em 2023, mas com a Selic sendo reduzida?? para 11,75% ao ano neste semana e 10% a ano no fechamento de 2024,
"O principal risco
limites do arcabou�o recentemente aprovado,?? e menos contingenciamento or�ament�rio se a meta fiscal estiver sob risco de n�o ser atingida. Esses sinais refor�am a nossa?? vis�o de que a pol�tica fiscal tem um vi�s expansionista, o que tende, em algum momento, a pressionar as expectativas?? de infla��o", acrescentou a XP, no comunicado.
O ministro da Fazenda, Fernando Haddad, tem insistido na meta de d�ficit zero nas?? contas p�blicas em 2024. Para isso, precisa aprovar uma s�rie de medidas de
arrecada��o, no valor de R$ 168 bilh�es -?? valor anunciado em agosto deste ano. O mercado financeiro, por�m, estimou em novembro que as contas ter�o um rombo de?? cerca de 90 bilh�es em 2024.
Corte de juros
De acordo com especialistas, a redu��o da taxa de juro no Brasil ter�?? algumas consequ�ncias para a economia. Veja abaixo algumas delas:
Redu��o das taxas banc�rias: a tend�ncia � que os cortes de taxas?? sejam repassados aos clientes. Em outubro,
f�sicas e empresas recuou pelo quinto m�s seguido e atingiu o menor patamar desde dezembro?? do ano passado. Os dados s�o do Banco Central.Crescimento da economia: com juros mais baixos, a expectativa � de que?? comece a haver um comportamento melhor do consumo da popula��o e, tamb�m, melhora dos investimentos produtivos, impactando positivamente o Produto?? Interno Bruto (PIB), o emprego e a renda.Os dados de atividade t�m surpreendido positivamente neste ano.Melhora das contas p�blicas: as?? redu��es de juros
tamb�m favorecem as contas p�blicas, pois diminuem as despesas com juros da d�vida p�blica. Em 2023, a despesa?? com d�vida l�quida somou R$ 586 bilh�es. Na porcentagem do PIB (5,96%), foi o maior patamar desde 2023. Analistas estimaram?? que a redu��o dos juros pode gerar economia de cerca de US$ 100 bilh�es em 2024.Impacto nas aplica��es financeiras: investimentos?? em renda fixa, como no Tesouro Direto e em deb�ntures, por�m, tendem a ter um rendimento
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