
TD Securities expects the Brazilian central bank to cut its Selic rate by 50 basis points at its October meeting and to signal further easing. Analysts cite inflation at or below target and a large output gap as reasons for the cut.
They also note that the real will remain tied to broad dollar moves and fiscal reform prospects.
Lower Brazilian rates tend to weaken the real, which can make Brazilian soybean and corn exports more competitive on world markets. The effect on feed prices is likely to be small unless the currency move is large.
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.