Brazil's agriculture sector has performed strongly, driven by exports to China, and has helped push inflation to historical lows. Brazil's GDP grew about 1% last year after two years of recession, and the government faces pressure to reform pensions and fiscal policy.
Strong Brazilian agricultural exports to China support demand for Brazilian soy and related feed products, but this story is mainly about macro recovery rather than a new supply or price shock.
Tras 50 eventos neutral de macro pasados, Soja se movió una mediana de -0,3 % en 5 sesiones (48% al alza; mitad central entre -2,2 % y +1,3 %), y -0,8 % en 20.
Variaciones de la referencia de cada materia prima desde el último cierre antes del evento. Las lecturas históricas agrupan eventos pasados del mismo tipo; describen lo ocurrido, no lo que ocurrirá. No es asesoramiento de inversión.