◂ Linimasa Peristiwa

13 Okt 2025MAKROBrasil

Latam FX Talking: Performing well despite local hazards

ING's Latam FX outlook on October 13, 2025 says the Brazilian real is holding gains supported by high carry yields above 13%, with USD/BRL around 5.48. It flags Brazil's October 2026 election and fiscal risks, and says a warmer Trump-Lula relationship and lower 50% US tariffs would be positive for the real.

MENGAPA INI PENTING

A firmer real reduces the cost of Brazilian soybean and meal exports in dollar terms, which can soften global prices, while political or tariff shifts could change Brazilian export competitiveness.

BERDAMPAK PADAReal Brasil (BRL per USD)◆

1 SUMBER
think.ing.comChris Turner13 Okt 2025

Reaksi harga & riwayat

Real Brasil (BRL per USD)◆netralSEJAUH INI1d -0,1%5d -2,1%20d -3,0%

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.

12 Agu 2024Latam FX Talking: Politics, fiscal & copper in play | articles | ING THINK-0,6%
22 Mar 2024Latam FX Talking: Policy rates are coming down quickly | articles | ING THINK+0,5%
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%

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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