巴西雷亚尔在央行会议前的思考

Good point on the political noise. It feels like every good economic data point is immediately overshadowed. I wouldn't be surprised if they try to signal a hawkish bias even if the numbers suggest otherwise, just to maintain confidence.

I'm leaning towards them maintaining the aggressive stance, the political noise you mentioned is a valid concern and could easily spook the market if they ease up too soon. Consistency might be their safest bet right now.