{
  "id": 7644858,
  "title": "Base-case market scenario is fiscal adjustment post-election. Again?",
  "url": "https://urgent.news/2026/09/15/cenario-base-do-mercado-e-de-ajuste-fiscal-pos-eleicao-de-novo",
  "topic": "business",
  "section": "Business",
  "published": "2026-09-15T22:02:59.000Z",
  "source": {
    "name": "Brazil Journal",
    "slug": "brazil-journal",
    "url": "https://braziljournal.com/cenario-base-do-mercado-e-de-ajuste-fiscal-pos-eleicao-de-novo/"
  },
  "original_language": "pt",
  "account": "Market analysts, including Christian Egan, CEO of B3, and economists Fernando Honorato of Bradesco and Diogo Guillen of Itaú, expect the next Brazilian government to implement fiscal adjustments. They note that conditions are more favorable for this than at the start of President Lula's term, with a high incentive for adjustment due to the country's debt situation. The analysts believe a credible fiscal adjustment would lead to lower long-term interest rates and potentially boost the stock market. They also expect some depreciation of the real in the coming months due to likely US interest rate hikes, with projections of the dollar reaching R$ 5.30 or R$ 5 to R$ 5.20.",
  "summary": "Sob o risco de se decepcionar (de novo), o mercado trabalha com o cenário-base de que o próximo governo, independente de qual for, fará algum ajuste fiscal. O assunto foi debatido num painel que reuniu Christian Egan, CEO da B3, e os economistas-chefes do Bradesco, Fernando Honorato, e do Itaú, Diogo Guillen, que também foi […] The post Cenário-base do mercado é de ajuste fiscal pós-eleição. De…",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}