Here’s how Jackson Hole could impact the dollar, bonds and emerging markets

Após 2.356 eventos altista de macro passados, Dólar americano (amplo) subiu em mediana +0,2% em 5 sessões (60% de alta; metade central de -0,3% a +0,7%), e +0,4% em 20.

• 14 de jun. de 2018Here’s how the ECB just breathed new life into the dollar rally, analysts say - MarketWatch+1,1%
• 19 de mar. de 2020Why the U.S. dollar’s relentless rally is causing pain for emerging markets - MarketWatch+0,5%
• 18 de dez. de 2018Fed’s policy decisions have a deep impact in emerging markets - The Globe and Mail-0,2%
• 4 de out. de 2019Opinion: What’s driving the rare simultaneous rise in gold and the dollar - MarketWatch-0,3%
• 8 de mai. de 2025How the Fed’s Hold on Rates Is Affecting Stock, Bond, and Commodity Markets | Investing.com+0,5%

Após 301 eventos altista de macro passados, Real brasileiro (BRL por USD) subiu em mediana +0,4% em 5 sessões (57% de alta; metade central de -1,2% a +1,7%), e +1,0% em 20.

• 19 de mar. de 2020Why the U.S. dollar’s relentless rally is causing pain for emerging markets - MarketWatch-1,1%
• 7 de jun. de 2018Skittishness hits emerging markets, and the Fed's getting the blame-2,8%
• 5 de dez. de 2016How the Trump presidency could impact South American currency markets - Los Angeles Times-2,8%
• 19 de mar. de 2020Emerging Markets Are in the Fastest Collapse in a Generation - Bloomberg-1,1%
• 10 de nov. de 2022EMERGING MARKETS-Brazil's real sinks 4%, other FX rally on dollar weakness+6,0%