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ABN AMRO says Brazil faces external and domestic headwinds but is less vulnerable than Turkey because it has a smaller current account deficit and stronger foreign direct investment inflows. The bank flags the fiscal deficit, which has run above 5% of GDP since 2015, as the weakest point.
It expects the central bank to hold rates for the rest of 2018 and resume tightening in 2019.
Brazil's fiscal weakness and election uncertainty keep the real exposed to risk-off episodes, which can swing the cost of dollar-priced Brazilian grain and meal. Expected stable Selic rates through 2018 limit near-term currency support from monetary policy.
forexcrunch.comFX Street29 de ago. de 2018Após 92 eventos neutro de macro passados, Real brasileiro (BRL por USD) subiu em mediana +0,4% em 5 sessões (58% de alta; metade central de -0,7% a +1,4%), e +0,4% em 20.
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