Fiscal policy alignment offers relief, but U.S. data limits market gains

Dopo 92 eventi macro neutrale passati, Real brasiliano (BRL per USD) si è mosso in mediana di +0,4% in 5 sedute (58% in rialzo; metà centrale da -0,7% a +1,4%), e di +0,4% in 20.

• 6 dic 2022Brazil's real up ahead of fiscal policy discussion, Chile's c.bank decision eyed | Financial Post+1,4%
• 26 feb 2021Brazil intervenes in FX markets to arrest real's fall — Octa+1,4%
• 19 gen 2021Latam Daily: Brazil Recovery Moderates; Colombia Consolidates Gains | Post+2,1%
• 26 giu 2023USDBRL reflects Copom minutes, postponement of the fiscal framework and tax reform expectations+0,8%
• 21 nov 2019EMERGING MARKETS-Latam FX muted after mixed signals on trade; Brazil stocks gain+1,5%

Dopo 2356 eventi macro rialzista passati, Dollaro USA (ampio) si è mosso in mediana di +0,2% in 5 sedute (60% in rialzo; metà centrale da -0,3% a +0,7%), e di +0,4% in 20.

• 18 nov 2025Dollar clings to gains vs. yen with Japan fiscal policy, US data in focus | Reuters+0,7%
• 6 nov 2024For Europe's markets, Trump's return spells euro pain but bond gains | Reuters+1,9%
• 31 ago 2023Dollar gains on solid data, euro drops on cautious ECB comments - Markets - Business Recorder+1,8%
• 3 mar 2022Euro extends recent fall, U.S. dollar gains ahead of jobs data+0,7%
• 18 feb 2025Box A: Implications of US Policy Settings for Financial Markets | Statement on Monetary Policy – February 2025 | RBA+0,0%