◂ Linimasa Peristiwa

13 Des 2022MAKROBrasil

Latam FX: Fiscal fundamentals

ING analysts say the Brazilian real has lagged despite a weaker dollar, citing fiscal concerns tied to the incoming Lula administration's plan to exceed the spending ceiling. They forecast USD/BRL weakening to 5.15 and favor the Mexican peso into 2023.

MENGAPA INI PENTING

A weaker real makes Brazilian exports cheaper in dollars, which can encourage Brazilian soybean, corn and meal selling and pressure dollar prices for these commodities.

BERDAMPAK PADAReal Brasil (BRL per USD)▼

1 SUMBER
think.ing.comChris Turner13 Des 2022

Reaksi harga & riwayat

Real Brasil (BRL per USD)▼bearishSEJAUH INI1d -1,2%5d -0,5%20d -2,6%

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%
11 Sep 2023Latam FX Talking: Large easing cycles in Brazil and Chile | articles | ING THINK-2,2%
10 Jul 2024Latam FX Talking: Making the most of a short-lived rebound | articles | ING THINK+0,5%
17 Nov 2021LATAM FX Outlook 2022: Return of the Pink Tide? | articles | ING THINK+2,7%
16 Feb 2024Latam FX Talking: Rethinking the real | ING THINK+0,0%

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 ▸

——— · ·

Memuat…