Memuat…
Brazil's first-round election results diverged sharply from polls, with right-leaning Jair Bolsonaro taking 46% of the vote and leading Fernando Haddad by a wide margin. The result reflected an anti-establishment wave tied to recession and Lava-Jato corruption revelations.
Expectations of a market-friendly government support the real and Brazilian assets, which can affect the export competitiveness of Brazilian soybeans, corn and meal and therefore global feed prices.
think.ing.com8 Okt 2018Setelah 13 peristiwa kebijakan bearish sebelumnya, Real Brasil (BRL per USD) bergerak median -3,4% selama 5 sesi (15% lebih tinggi; separuh tengah -3,4% sampai -1,3%), dan -1,9% selama 20 sesi.
Setelah 206 peristiwa kebijakan netral sebelumnya, Bungkil Kedelai bergerak median -0,4% selama 5 sesi (44% lebih tinggi; separuh tengah -2,3% sampai +1,8%), dan -0,7% 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.
The first-round result diverged from polls with Bolsonaro at 46%, a surprise that shifted election expectations and drove the repricing of BRL.
The first-round result diverged from polls with Bolsonaro well ahead, surprising markets and driving the repricing of Brazilian political risk behind the currency move, though this is context rather than the direct market reaction.
