Brazil's currency and markets came under pressure after Donald Trump was confirmed as US president. The US dollar opened at 3.248 reais, up 2.59 percent, and several analysts forecast further real weakness toward 3.40 to 3.60 per dollar.
Analysts expected a negative impact on the Bovespa stock index.
Analysts expect a weaker real to push up Brazil's import costs and inflation, which may slow monetary easing. For feed buyers, a stronger dollar raises the cost of dollar-priced imported ingredients while supporting Brazilian export competitiveness.
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%.
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%.
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.
Trump's election win on 2016-11-09 triggered a sentiment-driven selloff in emerging-market assets, with USD/BRL opening up about 2.6%, which accounts for much of the move ending 2016-11-10.
Trump's election win on Nov 9 triggered an immediate sell-off in the real (USD opened +2.59% at 3.248), starting the 5-day move via risk-off and EM capital flight sentiment.
The real fell 2.6% against the dollar on 2016-11-09, showing EM currency weakness that contributed to the broad dollar index gain, though it is one currency's view.