◂ Linimasa Peristiwa

11 Sep 2023MAKROBrasil

Latam FX Talking: Large easing cycles in Brazil and Chile

Brazil and Chile have both started large monetary easing cycles, and Brazil's second-quarter GDP beat expectations at 0.9% QoQ. USD/BRL was trading near 4.98 with a mildly bearish one-month bias, and analysts expected about 155bp of Brazilian easing by year-end.

MENGAPA INI PENTING

Expected BRL stability on high real rates would keep Brazilian export prices competitive but less cheap, a modest factor for soybean meal and corn export pricing.

BERDAMPAK PADAReal Brasil (BRL per USD)▼

1 SUMBER
think.ing.comChris Turner11 Sep 2023

Reaksi harga & riwayat

Real Brasil (BRL per USD)▼bearishSEJAUH INI1d -0,8%5d -2,2%20d +3,6%

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.

14 Agu 2023Latam FX Talking: Full steam ahead with easing cycles | articles | ING THINK+1,4%
13 Des 2022Latam FX: Fiscal fundamentals | articles | ING THINK-0,5%
10 Jul 2024Latam FX Talking: Making the most of a short-lived rebound | articles | ING THINK+0,5%
15 Sep 2025Latam FX Talking: Carry trade remains the dominant theme | articles | ING THINK-0,5%
11 Apr 2023Latam FX Talking: Temporary setback for the Mexican peso | articles | ING THINK-2,7%

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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