
Emerging markets sold off on Thursday as fears about US trade wars, Federal Reserve rate hikes and ECB bond-buying changes spread. Brazil was hit hardest, with its stock market falling more than 7% at one point and its currency weakening as much as 3% on fiscal and political worries.
Capital outflows from emerging markets weaken their currencies, which lowers the dollar price of their agricultural exports and can pressure global feed prices. Trade-war fears also add risk to soybean and grain demand.
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%。
在过去 2,356 次看涨的宏观事件之后,美元(广义) 在 5 个交易日内中位数变动 +0.2%(60% 上涨;中间一半区间为 -0.3% 至 +0.7%),20 个交易日内为 +0.4%。
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。
Broad emerging-market selloff on Fed hikes and trade war fears hit Brazil hardest, with the currency down up to 3% on fiscal and political worries.
Broad emerging-market selloff on June 7 (Fed hikes, trade war fears) with Brazil hit hardest on fiscal and political worries drove capital outflows and a weaker real.