Fiscal policy alignment offers relief, but U.S. data limits market gains

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.

• 6 Des 2022Brazil's real up ahead of fiscal policy discussion, Chile's c.bank decision eyed | Financial Post+1,4%
• 26 Feb 2021Brazil intervenes in FX markets to arrest real's fall — Octa+1,4%
• 19 Jan 2021Latam Daily: Brazil Recovery Moderates; Colombia Consolidates Gains | Post+2,1%
• 26 Jun 2023USDBRL reflects Copom minutes, postponement of the fiscal framework and tax reform expectations+0,8%
• 21 Nov 2019EMERGING MARKETS-Latam FX muted after mixed signals on trade; Brazil stocks gain+1,5%

Setelah 2.356 peristiwa makro bullish sebelumnya, Dolar AS (Luas) bergerak median +0,2% selama 5 sesi (60% lebih tinggi; separuh tengah -0,3% sampai +0,7%), dan +0,4% selama 20 sesi.

• 18 Nov 2025Dollar clings to gains vs. yen with Japan fiscal policy, US data in focus | Reuters+0,7%
• 6 Nov 2024For Europe's markets, Trump's return spells euro pain but bond gains | Reuters+1,9%
• 31 Agu 2023Dollar gains on solid data, euro drops on cautious ECB comments - Markets - Business Recorder+1,8%
• 3 Mar 2022Euro extends recent fall, U.S. dollar gains ahead of jobs data+0,7%
• 18 Feb 2025Box A: Implications of US Policy Settings for Financial Markets | Statement on Monetary Policy – February 2025 | RBA+0,0%