◂ Linimasa Peristiwa

14 Agu 2023MAKROBrasil

Latam FX Talking: Full steam ahead with easing cycles

ING's Latam FX outlook notes Brazil and Chile launched easing cycles with larger-than-expected rate cuts, with Brazil's central bank delivering a 50bp cut after a Fitch upgrade. ING forecasts USD/BRL at 4.80 across horizons and sees Latin currencies continuing to outperform their forward curves.

MENGAPA INI PENTING

Expected Brazilian rate cuts and a firmer real could weigh on Brazilian export competitiveness for soymeal and corn, modestly supporting dollar-denominated feed prices.

BERDAMPAK PADAReal Brasil (BRL per USD)▼

1 SUMBER
think.ing.comChris Turner14 Agu 2023

Reaksi harga & riwayat

Real Brasil (BRL per USD)▼bearishSEJAUH INI1d +1,2%5d +1,4%20d +0,8%

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.

11 Sep 2023Latam FX Talking: Large easing cycles in Brazil and Chile | articles | ING THINK-2,2%
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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