Brazil: How higher for how longer?

과거 상승 거시 이벤트 301건 이후, 브라질 헤알 (USD당 BRL)은 5거래일 동안 중앙값 +0.4% 변동(상승 57%; 중간 50% 범위 -1.2%~+1.7%), 20거래일 동안 +1.0%.

• 2017. 10. 2.Brazilian assets: highly driven by global developments - Rabobank — Octa-0.2%
• 2018. 7. 18.Brazil: Presidential race about to start - Rabobank - Forex Crunch-3.2%
• 2019. 7. 30.Brazil: BCB to ease - TDS — Octa+4.1%
• 2019. 10. 30.Brazil: BCB to cut rates by 50bps – TDS — Octa-0.1%
• 2026. 10. 1.Brazilian Real: Exchange rate seen weaker into year-end – Rabobank-3.5%

과거 상승 거시 이벤트 2,356건 이후, 미국 달러 (광의 지수)은 5거래일 동안 중앙값 +0.2% 변동(상승 60%; 중간 50% 범위 -0.3%~+0.7%), 20거래일 동안 +0.4%.

• 2022. 12. 15.Gold broods over Fed's higher-for-longer rate hike stance+0.4%
• 2023. 9. 21.Gold retreats on Fed's higher-for-longer stance+1.7%
• 2023. 9. 20.Oil prices ease 1% after US Fed warns of higher rates for longer+1.1%
• 2023. 2. 24.Dollar steady on higher-for-longer rates outlook; yen volatile | Financial Post+0.0%
• 2022. 10. 31.USD/CAD: Risk appetite to be challenging for a while longer, weighing on the loonie – HSBC — Octa-0.1%