RENAN SANTOS SUSPENSO E A CRISE FISCAL INEVITÁVEL | Risco Brasil #54

Can Brazil still manage an organized fiscal adjustment—or will the bill be paid through high interest rates, low growth, and a crisis? In this episode of Risco Brasil, Thiago Salomão and Henrique Esteter host Alexandre Schwartsman and Walter Maciel for an in-depth analysis of the Brazilian economic scenario, fiscal deterioration, and the challenge awaiting the next president after the 2026 elections. The conversation will cover the trajectory of public debt, fiscal deficit, interest rates, the Selic rate, economic growth, the financial market, and the possibilities for the Brazilian economy in 2027. We will also discuss a fundamental question: does Brazil still have room for gradual adjustment, or have we postponed difficult decisions for too long? In this episode: • The size of the Brazilian fiscal problem • Why public debt continues to grow • Is there a real risk of a fiscal crisis? • Why interest rates remain so high • The impact of fiscal policy on businesses and families • What changes after the 2026 elections • Will the next president be able to make the adjustment? • Lula, the opposition, and different economic scenarios • Stock market, dollar, and interest rates in a scenario of fiscal deterioration • What to expect from the Brazilian economy in 2027 • How investors should interpret these risks Open your International Account at Nomad and earn up to $50 cashback with the guest code MMAKERS50: https://link.nomadglobal.com/wIQT/MMA... (Read the legal notices: nomadglobal.com/legal) 📢Support Market Makers and help strengthen the capital market in Brazil! Click the link and become a member of our channel for only R$7.99 per month:    / @mmakers   📩 Join our free newsletter: https://lp.mmakers.com.br/newsletter_... 📢 Advertise your brand on Market Makers: comercial@mmakers.com.br 📚 Market Makers Library: https://lp.mmakers.com.br/biblioteca/... - - - - - - - - RENAN SANTOS SUSPENDED AND THE INEVITABLE FISCAL CRISIS | Brazil Risk #54 Hosts: Thiago Salomão (founder of Market Makers) and Henrique Esteter (host of Brazil Risk) Guests: Alexandre Schwartsman and Walter Maciel #POLITICS #BRAZIL #ECONOMY #BRAZILRISK #MARKET #MARKETMAKERS