The US dollar closed Friday at R$5.65 for buying, up 0.07%, matching Thursday's close as the highest of the year and the strongest since June 2025. Investors were cautious after the Senate approved the core text of the government's fiscal adjustment bill, which markets judged insufficient to balance public accounts.
A stronger dollar against the real raises the local cost of USD-priced feed ingredients and imports, while making Brazilian soybean meal, corn and other exports cheaper for foreign buyers, which supports export demand.
After 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.