Jorge Sukarie, chairman of the ABES Board, welcomed the participants and called the first guest of the morning: consultant, writer and economist José Roberto Mendonça de Barros, who addressed international and national macroeconomic aspects.
Despite this, the economist predicts that Brazilian inflation for the year will be 3.8% and that, even with the Brazilian GDP growth rate remaining below the initial target set by the federal government, Brazil has several positive macroeconomic aspects: the balance of the trade balance, the growth of exports, the current account deficit practically zeroed and the drop in the Selic rate. “The country needs to control its public finances and, in the next few years, it will be able to grow robustly again. However, the result of the elections is a critical factor in this scenario”, pondered Barros.
Emerson Kapaz, consultant and businessman, was the second guest of the day and acknowledged that the current political moment requires public officials to make a pact for the country and for leaders with the capacity to negotiate. In his assessment, the Temer government is experiencing a crisis of authority and confidence, and Henrique Meirelles (PMDB) should not have left the post of finance minister to go in search of an unfeasible candidacy for the presidency.
Jair Bolsonaro (PSL), Geraldo Alckmin (PSDB), Marina Silva (Rede) and Ciro Gomes (PDT) are the four candidates who are effectively in the electoral dispute for the Presidency of the Republic, according to Kapaz. “We have low inflation and Selic rate. The Brazilian population is mature and supports the fight against corruption. We know that Brazil needs to carry on with the reforms, and there are even good tax reform projects in Congress, which can be made feasible more quickly than one imagines”, he concluded.
For Plínio Vicente Ceccon, CFO of Comparex, ABES DIGITAL COFFEE provided a golden opportunity to obtain qualified analyses, which stood out for the depth of the discussions. "I'm an economist by training and I was positively impressed. I'm following economic and political matters and I try to stay well-informed at this time of so much turmoil. And, of all the debates in which I participated, today's was the one that saw the most clarity in the approach. And, despite the scenario, the discussions left a message of hope and optimism. Congratulations to ABES," he said.