Itaú favored, Bradesco loses support as rates, fiscal risk shift bank picks

Post-election, higher interest rates and fiscal uncertainty are pushing investors toward defensive banks, with Itaú remaining a consensus positive while Bradesco loses backing from some market participants. The shift reflects a rotation within Brazilian banking equities rather than a systemic change.

AI disclosure: Model-written summary of the source, not a verified fact. Check the sources. How Mosaic works