Lula’s spending plans turn heat on Brazilian markets

Setelah 301 peristiwa makro bullish sebelumnya, Real Brasil (BRL per USD) bergerak median +0,4% selama 5 sesi (57% lebih tinggi; separuh tengah -1,2% sampai +1,7%), dan +1,0% selama 20 sesi.

• 2 Jul 2024Understanding the Storm in Brazilian Markets-2,8%
• 18 Des 2024Brazil's real hits record low as markets eye govt spending | Reuters+1,3%
• 11 Feb 2023Clash Over Brazil’s Inflation Target Is Having an Impact on Its Markets-1,4%
• 23 Okt 2024Market braces for pressure on Brazilian real as Trump’s chances rise+0,6%
• 26 Jun 2025Political tension over financial tax bill weighs on Brazilian markets-2,3%

Setelah 117 peristiwa makro bearish sebelumnya, Bungkil Kedelai bergerak median -0,6% selama 5 sesi (41% lebih tinggi; separuh tengah -2,5% sampai +1,7%), dan +0,5% selama 20 sesi.

• 18 Des 2024Brazil's real hits record low as markets eye govt spending | Reuters+1,6%
• 27 Jun 2024Market confidence wanes, weakening Brazilian real+1,8%
• 28 Mar 2019Bolsonaro struggles to sell Brazil pension bill as markets tumble+2,2%
• 22 Jan 2024Brazil's real falls after Lula unveils 're-industrialization' plan-1,6%
• 17 Des 2024USD/BRL: Brazilian Real, Stocks and Bonds Plummet as Panic Sweeps Markets - Bloomberg+0,7%

Setelah 273 peristiwa makro bearish sebelumnya, Kedelai bergerak median -0,4% selama 5 sesi (44% lebih tinggi; separuh tengah -2,4% sampai +1,4%), dan -0,5% selama 20 sesi.

• 26 Nov 2019EMERGING MARKETS-Brazilian c.bank intervenes as real slumps; Colombian peso drops on tax reform-2,4%
• 28 Mar 2019Bolsonaro struggles to sell Brazil pension bill as markets tumble+1,3%
• 29 Agu 2016Fed impact on markets still in play-2,2%
• 26 Okt 2026Elections in Brazil: Lula returns to power, markets react with panic. Brazilian ETF loses nearly 15% in Tokyo. What about USDBRL, soybeans, sugar, BRAComp, and ETFs?-1,5%
• 18 Mei 2017Plunge in Brazil’s Real Shows Risk of Chasing Big Returns-2,8%