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Brazilian equities and the real fell on Tuesday after the government raised taxes on banks and the chemical industry and cut them on diesel and cooking gas. The dollar rose about 2% against the real, reaching a three-month low for the currency despite a $1 billion central bank spot sale.
The Bovespa index fell as much as 2.7% intraday before recovering to a 1.3% loss by midday.
The tax changes raised doubts about Brazil's fiscal and economic direction, which pushed the real weaker and makes Brazilian exports cheaper in dollar terms. A cheaper real can support export selling of soy and corn, while the diesel tax cut lowers fuel costs for farm and freight operations.
brecorder.comReuters2021. 3. 2.과거 상승 정책 이벤트 12건 이후, 브라질 헤알 (USD당 BRL)은 5거래일 동안 중앙값 +1.5% 변동(상승 58%; 중간 50% 범위 -1.1%~+2.0%), 20거래일 동안 +2.3%.
과거 하락 정책 이벤트 21건 이후, ULSD / 디젤은 5거래일 동안 중앙값 -2.4% 변동(상승 38%; 중간 50% 범위 -6.5%~+4.7%), 20거래일 동안 -1.1%.
각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.
Tax changes (hikes on banks and chemicals, cuts on diesel and cooking gas) raised fiscal concerns and triggered real weakness and equity selling, contributing to the depreciation momentum, but the event is dated two days before the move.
