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Foreign investors increased net long dollar positions by about $13 billion in October, driven by Brazilian fiscal concerns and global risk aversion. Net long dollar positions have rebounded to $51.4 billion from an early-October low of $37.7 billion.
Rising foreign dollar exposure in Brazil signals potential currency weakness that could raise the cost of Brazilian exports priced in local currency, a modest supportive factor for global feed prices.
valorinternational.globo.comArthur CagliariNov 3, 2025After 301 past bullish macro events, Brazilian Real (BRL per USD) moved a median +0.4% over 5 sessions (57% higher; middle half -1.2% to +1.7%), and +1.0% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
