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A GlobalSource Partners Brazil economics report says the post-election and vaccine-driven rally in risk assets has lifted Brazilian stocks, but the gains are seen as temporary. It cites a worsening fiscal situation, a second COVID-19 wave in Brazil's South and Southeast, and no major reform bills close to approval.
A weaker real and fiscal stress tend to raise the cost of imported feed inputs priced in dollars for Brazil, while a firmer real would lower them. The report's view that the rally is temporary points to renewed BRL weakness that would support Brazilian soybean and corn export competitiveness.
globalsourcepartners.comCristina Pinotti, Affonso Pastore, Marcelo Gazzano, Paula Magalhães, Bruno Cordeiro2020年11月23日在过去 301 次看涨的宏观事件之后，巴西雷亚尔(每 USD 的 BRL) 在 5 个交易日内中位数变动 +0.4%（57% 上涨；中间一半区间为 -1.2% 至 +1.7%），20 个交易日内为 +1.0%。
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。
