1334 ET——巴西主要通胀指标的下滑，为9月降息铺平了道路。TS Lombard的经济学家João Pedro Fachetti与Elizabeth Johnson在一份报告中指出，这一趋势显而易见。根据巴西地理与统计研究所（IBGE）公布的数据，7月消费者价格仅上涨0.07%，增速较6月的0.16%明显放缓。与此同时，12个月累积通胀率也从上月的4.6%回落至4.4%，显示出物价压力正在减轻。
Fachetti和Johnson预测，巴西央行将在9月连续第五次下调利率，将Selic基准利率从14%降至13.75%。然而，他们同时警告，今年晚些时候物价可能再度升温，这“将提高央行（BCB）在9月之后继续宽松周期的门槛”。此外，这两位经济学家强调，要确保进一步放松货币政策，抑制政府支出同样是不可或缺的一环。
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