Memuat…
Commerzbank expects the real to stay under pressure against the dollar until the October presidential election as markets price political risk. The bank still sees the real appreciating afterward, with USD/BRL at 5.20 by end-2026 and 4.80 by end-2027.
It attributes support to the central bank's hawkish stance and high real interest rates.
Near-term BRL weakness would make Brazilian soybean and corn exports cheaper in dollar terms, while later appreciation would reverse that. The timing depends on election outcomes, which adds uncertainty to Brazilian export pricing.
fxstreet.comFXStreet Insights Team19 Agu 2026Setelah 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.
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.
