Memuat…
ING says Brazil's economy has been hit by inflation and weaker growth following the late-May truckers' strike, with June inflation up 1.3%. It forecasts 2018 GDP growth of 1.5% and inflation above consensus, and expects a hawkish monetary shift in September ahead of October elections.
Higher inflation and political uncertainty can weaken the real and raise rates, which tends to lower the dollar cost of Brazilian exports and shift export-price competition in grain and meal markets.
think.ing.com16 Jul 2018Setelah 301 peristiwa makro bullish sebelumnya, Real Brasil (BRL per USD) bergerak median +0,4% selama 5 sesi (57% lebih tinggi; separuh tengah -1,2% sampai +1,7%), dan +1,0% 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.
