# Foreign investors go bearish on Brazilian real

> 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.

- Date: 2025-11-03 · published 2025-11-03T12:00:00.000Z
- Category: macro · region Brazil · magnitude low
- Page: https://feedsoft.ai/events/22162-foreign-investors-go-bearish-on-brazilian-real
- Commodities: [Brazilian Real (BRL per USD)](https://feedsoft.ai/c/USDBRL.md)

## Why it matters

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.

## Read by commodity

- USDBRL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| USDBRL | 2024-10-30 | [FX rate hits 2021 high as foreign investors bet against Brazilian real](https://feedsoft.ai/events/28081-fx-rate-hits-2021-high-as-foreign-investors-bet-against-brazilian-real.md) | +0.8% | +2.6% |
| USDBRL | 2025-02-19 | [Brazilian Real Weighed by Trade Fears](https://feedsoft.ai/events/26258-brazilian-real-weighed-by-trade-fears.md) | +1.4% | -0.3% |
| USDBRL | 2026-08-28 | [Brazilian Real Weakens as Fed Hike Bets Rise](https://feedsoft.ai/events/18106-brazilian-real-weakens-as-fed-hike-bets-rise.md) | -1.2% | +0.4% |
| USDBRL | 2020-03-12 | [Is coronavirus the only one to blame for Brazilian Real’s rout?](https://feedsoft.ai/events/6395-is-coronavirus-the-only-one-to-blame-for-brazilian-real-s-rout.md) | +9.2% | +10.4% |
| USDBRL | 2025-11-18 | [Liquidity squeeze in the U.S. could weigh on Brazilian real](https://feedsoft.ai/events/22155-liquidity-squeeze-in-the-u-s-could-weigh-on-brazilian-real.md) | +1.7% | +2.9% |

## Sources

- valorinternational.globo.com: https://valorinternational.globo.com/markets/news/2025/11/03/foreign-investors-go-bearish-on-brazilian-real.ghtml

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.