Lula’s spending plans turn heat on Brazilian markets

Tras 301 eventos alcista de macro pasados, Real brasileño (BRL por USD) se movió una mediana de +0,4 % en 5 sesiones (57% al alza; mitad central entre -1,2 % y +1,7 %), y +1,0 % en 20.

• 2 jul 2024Understanding the Storm in Brazilian Markets-2,8 %
• 18 dic 2024Brazil's real hits record low as markets eye govt spending | Reuters+1,3 %
• 11 feb 2023Clash Over Brazil’s Inflation Target Is Having an Impact on Its Markets-1,4 %
• 23 oct 2024Market braces for pressure on Brazilian real as Trump’s chances rise+0,6 %
• 26 jun 2025Political tension over financial tax bill weighs on Brazilian markets-2,3 %

Tras 117 eventos bajista de macro pasados, Harina de soja se movió una mediana de -0,6 % en 5 sesiones (41% al alza; mitad central entre -2,5 % y +1,7 %), y +0,5 % en 20.

• 18 dic 2024Brazil's real hits record low as markets eye govt spending | Reuters+1,6 %
• 27 jun 2024Market confidence wanes, weakening Brazilian real+1,8 %
• 28 mar 2019Bolsonaro struggles to sell Brazil pension bill as markets tumble+2,2 %
• 22 ene 2024Brazil's real falls after Lula unveils 're-industrialization' plan-1,6 %
• 17 dic 2024USD/BRL: Brazilian Real, Stocks and Bonds Plummet as Panic Sweeps Markets - Bloomberg+0,7 %

Tras 273 eventos bajista de macro pasados, Soja se movió una mediana de -0,4 % en 5 sesiones (44% al alza; mitad central entre -2,4 % y +1,4 %), y -0,5 % en 20.

• 26 nov 2019EMERGING MARKETS-Brazilian c.bank intervenes as real slumps; Colombian peso drops on tax reform-2,4 %
• 28 mar 2019Bolsonaro struggles to sell Brazil pension bill as markets tumble+1,3 %
• 29 ago 2016Fed impact on markets still in play-2,2 %
• 26 oct 2026Elections in Brazil: Lula returns to power, markets react with panic. Brazilian ETF loses nearly 15% in Tokyo. What about USDBRL, soybeans, sugar, BRAComp, and ETFs?-1,5 %
• 18 may 2017Plunge in Brazil’s Real Shows Risk of Chasing Big Returns-2,8 %