◂ Linimasa Peristiwa

15 Sep 2025MAKROBrasil

Latam FX Talking: Carry trade remains the dominant theme

ING's FX commentary says Latin American currencies remain supported by carry trade demand, with Fed rate cuts and low volatility encouraging inflows. The real's main risks are political, including US pressure over Bolsonaro and Lula's pre-election spending.

MENGAPA INI PENTING

Currency strength in Brazil supports farmer selling restraint and affects the export competitiveness of Brazilian soy and corn, a modest factor for global feed prices.

BERDAMPAK PADAReal Brasil (BRL per USD)▼

1 SUMBER
think.ing.comChris Turner15 Sep 2025

Reaksi harga & riwayat

Real Brasil (BRL per USD)▼bearishSEJAUH INI1d -0,8%5d -0,5%20d +2,4%

Setelah 213 peristiwa makro bearish sebelumnya, Real Brasil (BRL per USD) bergerak median -0,2% selama 5 sesi (46% lebih tinggi; separuh tengah -1,5% sampai +0,9%), dan +0,2% selama 20 sesi.

10 Jul 2024Latam FX Talking: Making the most of a short-lived rebound | articles | ING THINK+0,5%
16 Feb 2024Latam FX Talking: Rethinking the real | ING THINK+0,0%
11 Apr 2023Latam FX Talking: Temporary setback for the Mexican peso | articles | ING THINK-2,7%
14 Agu 2023Latam FX Talking: Full steam ahead with easing cycles | articles | ING THINK+1,4%
11 Sep 2023Latam FX Talking: Large easing cycles in Brazil and Chile | articles | ING THINK-2,2%

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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