National Bureau of Statistics: Electricity generation by industrial enterprises above designated size remained broadly stable. In August generation was 943.8 bln kWh, down 0.8% YoY; daily average 30.44 bln kWh. January–August generation totaled 6.6476 tln kWh, up 2.4% YoY.

Central Bank of Brazil survey: Economists forecast 2026 inflation at 4.90% (prior 5.00%). They expect the year-end 2026 SELIC rate at 13.75%, unchanged from the previous poll.

The New York Fed said it will not conduct reserve-management Treasury purchases in the monthly cycle through Oct. 14, marking a second consecutive monthly pause. The NY Fed still expects roughly $15.6 bln of reinvestment purchases in the same period. The decision signals policymakers view bank reserve levels as adequate; SOFR has traded at or below the IORB for most of the past month and the Treasury trimmed T-bill supply ahead of the quarterly tax deadline. The Fed said this does not represent a change in monetary policy or balance-sheet strategy — reserve-management purchases are aimed at adjusting reserve levels rather than QE, and MBS reinvestments will continue as part of balance-sheet management.