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Danske Bank senior analyst Morten Helt expects the Brazilian real to strengthen further in the coming months, forecasting USD/BRL at 3.00 versus a Bloomberg consensus of 3.25 for Q4 2017. The real has rallied for three straight days, with USD/BRL down almost 1.5% over that span, after Brazilian lawmakers backed President Temer and his economic reform agenda.
A firmer real makes Brazilian soybean, corn and meal exports less competitive in dollar terms, which can support US and world feed prices at the margin. The call is a currency view rather than a supply event, so the impact on feed prices is modest.
cn.octabroker.com25 ago 2017Tras 213 eventos bajista de macro pasados, Real brasileño (BRL por USD) se movió una mediana de -0,2 % en 5 sesiones (46% al alza; mitad central entre -1,5 % y +0,9 %), y +0,2 % 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.
