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A GlobalSource Partners Brazil economics report says the post-election and vaccine-driven rally in risk assets has lifted Brazilian stocks, but the gains are seen as temporary. It cites a worsening fiscal situation, a second COVID-19 wave in Brazil's South and Southeast, and no major reform bills close to approval.
A weaker real and fiscal stress tend to raise the cost of imported feed inputs priced in dollars for Brazil, while a firmer real would lower them. The report's view that the rally is temporary points to renewed BRL weakness that would support Brazilian soybean and corn export competitiveness.
globalsourcepartners.comCristina Pinotti, Affonso Pastore, Marcelo Gazzano, Paula Magalhães, Bruno Cordeiro2020. 11. 23.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%.
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.
