Peru's economy is feeling the effects of China's slowdown through lower copper prices, with copper about 10% below year-earlier levels in early February. The sol weakened against the dollar over February, moving from 3.31 to 3.46 per US dollar.
Goldman Sachs estimates a 10% copper price drop would cut Peru's growth by about one percentage point.
Weaker Chinese demand for metals and agricultural commodities reduces export receipts across Latin America, which can pressure local currencies and feed-input import costs. For feed buyers, softer Chinese demand for Argentine and Brazilian agricultural exports is a bearish signal for soy complex prices.
Belum cukup peristiwa historis yang sebanding untuk analisis historis.
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.
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.