
The Central Bank of Argentina (BCRA) published its new monetary and foreign exchange policy framework on December 12, setting out a transition away from current capital controls toward a unified exchange market. It also outlined a goal of fiscal balance in 2024 and correction of relative prices, including the official exchange rate of ARS 800 per dollar.
Removing capital controls and unifying the exchange rate changes the incentive for Argentine farmers to sell grain and oilseeds, which can shift export flows of soybean products, corn and wheat. Fiscal consolidation and a weaker peso also affect the cost base of Argentine crushers.
在过去 206 次中性的政策事件之后,豆粕 在 5 个交易日内中位数变动 -0.4%(44% 上涨;中间一半区间为 -2.3% 至 +1.8%),20 个交易日内为 -0.7%。
在过去 196 次中性的政策事件之后,豆油 在 5 个交易日内中位数变动 +0.1%(52% 上涨;中间一半区间为 -1.6% 至 +2.0%),20 个交易日内为 -0.5%。
在过去 439 次中性的政策事件之后,玉米 在 5 个交易日内中位数变动 +0.1%(51% 上涨;中间一半区间为 -1.3% 至 +1.2%),20 个交易日内为 +1.1%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。