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ABN AMRO expects USD/BRL to trade near 3.7 by year-end after Brazil's presidential election, and says the real may gain further near term. The bank notes the real lost over 25% from January to August 2018 before recovering about 13% on hopes for Jair Bolsonaro's reforms.
It remains sceptical and expects the real to give back some gains once optimism fades, with 3.2 forecast for end-2019.
A stronger real makes Brazilian soybean, corn and meal exports more expensive in dollar terms for importers, which can modestly weigh on South American export competitiveness and support global feed prices if sustained; a reversal would do the opposite.
octaafrica.net2018. 10. 29.과거 하락 거시 이벤트 213건 이후, 브라질 헤알 (USD당 BRL)은 5거래일 동안 중앙값 -0.2% 변동(상승 46%; 중간 50% 범위 -1.5%~+0.9%), 20거래일 동안 +0.2%.
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.
