EMFX: Carry and Domestic Fundamentals Rather Than the USD

Setelah 398 peristiwa makro bullish sebelumnya, Yuan Tiongkok (CNY per USD) bergerak median +0,0% selama 5 sesi (56% lebih tinggi; separuh tengah -0,3% sampai +0,5%), dan +0,0% selama 20 sesi.

• 29 Nov 2016FxWirePro: What else is appending impetus to USD/CNY appreciation than PBoC mechanism? Is it rate differentials and/or Trump factor? | EconoTimes-0,4%
• 5 Mei 2022US Fed rate hike: how can China stem capital outflow and prop up the yuan? | South China Morning Post+1,7%
• 5 Des 2022Renminbi movements: it's more than the trade and current account - OMFIF-0,9%
• 22 Jul 2024China stocks drop after party meeting, yuan falls on rate cuts - The Pound Hub-0,3%
• 4 Jun 2023China's yuan may slip further to aid economic recovery - analysts+0,6%

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.

• 13 Des 2022Latam FX: Fiscal fundamentals | articles | ING THINK-0,5%
• 23 Des 2022USD/BRL: Fiscal fundamentals continue to be fragile – Rabobank: Analytics and Market news from 23 December 2022 15:34+2,3%
• 15 Sep 2025Latam FX Talking: Carry trade remains the dominant theme | articles | ING THINK-0,5%
• 25 Apr 2026Goldman Cuts USD/BRL Outlook as Real Gains on Trade, Carry and Risk Appetite-0,9%
• 17 Okt 2017BRL: Can flows pick up the baton from carry? – Deutsche Bank — Octa+1,5%