Economist Alexsandro Nishimura, director of Nomos, reinforces that the new head of SRI generates concern in the market "because there is a perception that the federal deputy composes a more radical wing of the party, besides having been an active voice against fiscal adjustment measures, which may hinder the economic agenda."

Furthermore, it is known that Gleisi is one of the biggest critics within the government of the Finance Minister, Fernando Haddad, and the work of his economic team.

It may be that your arrival confirms Lula's inclination towards a more populist agenda, as a way to regain some of the lost popularity, and that the friendly fire against Haddad increases, which could further undermine the minister's efforts to contain public spending.

Thus, bets on interest rates have escalated.

Thus, the Interfinancial Deposit Rate (DI) for January 2026 rose from 14.80% to 14.96% per year. Premiums on short-term contracts are more closely linked to investors' expectations for the Selic.
In the medium term, the returns of the January 2029 rate fluctuated from 14.73% to 15.04% per year.
By January 2036, the rate increased from 14.68% to 14.98%. Longer-term maturities reflect greater concern about government default.