Loading…
The dollar jumped 1.6% against the real to R$5.6518, its highest level since June 2, 2025, while the Ibovespa fell. Investors reacted to disappointment over the fiscal adjustment package, which was seen as insufficient to stabilize public debt, and to higher US interest rates after hawkish Federal Reserve comments and strong US inflation data.
The real posted the weakest performance among the 33 most liquid currencies.
Sustained real weakness lowers the dollar cost of Brazilian feed ingredients such as soybean meal and corn, which can draw export demand and pressure world prices. Higher US rates also raise the cost of dollar financing for importers.
valorinveste.globo.comYasmim TavaresNov 12, 2026After 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.
