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House Speaker Hugo Motta Backs Brazil’s Fiscal Framework as Markets Question Its Credibility

He points to flexibility designed to safeguard investment through a target band for the primary result.

Overview

  • Speaking at a Chamber of Deputies seminar marking two years of the rule, Motta argued the framework replaced an investment‑stifling spending cap.
  • He called the model more rational than the former ceiling, saying it restores predictability for funding health, education and infrastructure.
  • Motta highlighted the tolerance band on the primary balance target, which allows adjustments tied to economic performance.
  • Market analysts continue to flag slow fiscal adjustment and reliance on revenue measures, with the IIF estimating public debt at about 89% of GDP.
  • Heightened friction between Congress and the Presidency, including recent contentious votes, raises uncertainty over implementing the fiscal rule.