◂ Linimasa Peristiwa

12 Agu 2024MAKROLatin America

Latam FX Talking: Politics, fiscal & copper in play

ING notes that markets are pricing Fed rate cuts, but flags risks from Mexican judicial reform, Brazilian fiscal accounts with a late-August policy statement, and weaker copper affecting Chile. ING forecasts USD/BRL near 5.50 and expects Brazil's Selic rate to be at 10.50% with hikes priced in.

MENGAPA INI PENTING

Brazilian fiscal and rate dynamics affect the real, which in turn shapes Brazilian export pricing for soybeans, corn and meal, relevant to feed buyers globally.

BERDAMPAK PADAReal Brasil (BRL per USD)◆Peso Meksiko (MXN per USD)◆

1 SUMBER
think.ing.comChris Turner12 Agu 2024

Reaksi harga & riwayat

Real Brasil (BRL per USD)◆netralSEJAUH INI1d -0,1%5d -0,6%20d +1,7%

Setelah 92 peristiwa makro netral sebelumnya, Real Brasil (BRL per USD) bergerak median +0,4% selama 5 sesi (58% lebih tinggi; separuh tengah -0,7% sampai +1,4%), dan +0,4% selama 20 sesi.

22 Mar 2024Latam FX Talking: Policy rates are coming down quickly | articles | ING THINK+0,5%
13 Okt 2025Latam FX Talking: Performing well despite local hazards | articles | ING THINK-2,1%
17 Jan 2020LATAM FX Talking: The mighty MXN | reports | ING THINK-0,1%
6 Jul 2020LATAM FX Talking: Reaching the limit of rate cuts | reports | ING THINK+0,4%
16 Jun 2020Brazil: A monetary policy test for the BRL | articles | ING THINK+0,3%

Peso Meksiko (MXN per USD)◆netral

Belum cukup peristiwa historis yang sebanding untuk analisis historis.

Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.

Real Brasil (BRL per USD) USDBRL · GP ▸

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Peso Meksiko (MXN per USD) USDMXN · GP ▸

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Memuat…