In the last 12 months, the index of all items increased 3.2% before seasonal adjustment.

A drop in gasoline prices was a big contributor to the reduction in overall inflation in October, both on a monthly and annual basis, but a slower increase in a variety of other products and services also contributed. The fact that the slowdown was comprehensive is something economists see as good news: it could make it more sustainable.

In my analysis, we observed very positive news that contradicted my initial estimates, going from a projection of 0.3% per month to an actual projection of 0.2%. This suggests a favorable trend that could strengthen prospects for US interest rates to remain unchanged , which in turn would increase investor appetite for riskier assets.

Given this, my expectation is that emerging markets will benefit positively, and it is crucial to observe how companies will be able to maintain their sales and profits.

What will inflation be for November? Contact Wagner Geremia.

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