
A Reuters poll expects emerging market currencies to recover ground in 2024 as the dollar weakens. The Brazilian real and Mexican peso have gained about 8% and 11% respectively this year, and some central banks have started cutting rates.
The peso is forecast to lose about 4.5% and the real just over 2% over the next 12 months.
A forecast weaker real over the next year would make Brazilian export origin cheaper in dollar terms, supporting Brazilian soy and corn competitiveness against US supply.
历史可比事件尚不足,暂无法给出历史解读。
在过去 4,478 次宏观事件之后,美元(广义) 在 5 个交易日内中位数变动 +0.0%(51% 上涨;中间一半区间为 -0.4% 至 +0.5%),20 个交易日内为 +0.1%。
在过去 213 次看跌的宏观事件之后,巴西雷亚尔(每 USD 的 BRL) 在 5 个交易日内中位数变动 -0.2%(46% 上涨;中间一半区间为 -1.5% 至 +0.9%),20 个交易日内为 +0.2%。
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。