February 2026

Fed Next Steps

Lus Otavio Leal

Times Brasil CNBC

 

G5 Partners’ Partner and Chief Economist, Luis Otavio Leal, spoke with Times Brasil CNBC following the latest FOMC meeting, which kept U.S. interest rates unchanged at 3.5%–3.75%.

The Federal Reserve paused its recent easing cycle as markets closely monitor the outlook for monetary policy, alongside ongoing discussions around the institution’s independence and its upcoming leadership transition.

In the interview, Leal shared his views on the path ahead for U.S. rates and the potential implications of Jerome Powell’s succession, with his term set to end in May.

Watch here.

Veja também
Bloomberg Línea

A view on the recent surge in private credit allocations.

InfoMoney

Inheritance: possible changes in ITCMD tax in SP makes “super-rich” rethink the fate of their fortunes.

Valor Econômico

Ibovespa at Record Levels: Donnay’s Perspective