Brazil's currency and markets came under pressure after Donald Trump was confirmed as US president. The US dollar opened at 3.248 reais, up 2.59 percent, and several analysts forecast further real weakness toward 3.40 to 3.60 per dollar.
Analysts expected a negative impact on the Bovespa stock index.
Analysts expect a weaker real to push up Brazil's import costs and inflation, which may slow monetary easing. For feed buyers, a stronger dollar raises the cost of dollar-priced imported ingredients while supporting Brazilian export competitiveness.
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。
Trump's election win on 2016-11-09 triggered a sentiment-driven selloff in emerging-market assets, with USD/BRL opening up about 2.6%, which accounts for much of the move ending 2016-11-10.
Trump's election win on Nov 9 triggered an immediate sell-off in the real (USD opened +2.59% at 3.248), starting the 5-day move via risk-off and EM capital flight sentiment.
The real fell 2.6% against the dollar on 2016-11-09, showing EM currency weakness that contributed to the broad dollar index gain, though it is one currency's view.