Laden…
Danske Bank senior analyst Morten Helt expects the Brazilian real to strengthen further in the coming months, forecasting USD/BRL at 3.00 versus a Bloomberg consensus of 3.25 for Q4 2017. The real has rallied for three straight days, with USD/BRL down almost 1.5% over that span, after Brazilian lawmakers backed President Temer and his economic reform agenda.
A firmer real makes Brazilian soybean, corn and meal exports less competitive in dollar terms, which can support US and world feed prices at the margin. The call is a currency view rather than a supply event, so the impact on feed prices is modest.
cn.octabroker.com25 aug 2017Na 213 eerdere neerwaarts macro-gebeurtenissen bewoog Braziliaanse real (BRL per USD) zich mediaan -0,2% over 5 sessies (46% hoger; middelste helft -1,5% tot +0,9%), en +0,2% over 20.
Bewegingen van de benchmark van elke grondstof sinds de laatste slotkoers vóór de gebeurtenis. Historische waarden bundelen eerdere gebeurtenissen van hetzelfde soort; ze beschrijven wat er gebeurde, niet wat zal gebeuren. Geen beleggingsadvies.
