The Brazilian real weakened past 4.00 per dollar on Monday, trading as low as 4.0043, its weakest since April 25 and about 1% below Friday's close. The move followed China's retaliatory countermeasures to new US tariffs, which sent emerging market currencies lower and wiped out MSCI's 2019 gains in EM currencies.
Brazil's central bank survey also trimmed the 2019 growth forecast to 1.45%.
A weaker real makes Brazilian soybeans and corn cheaper in dollar terms, which can add export competition and pressure global feed grain and soymeal prices. Slower Brazilian growth also dampens domestic demand for feed.
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 273 次看跌的宏观事件之后,大豆 在 5 个交易日内中位数变动 -0.4%(44% 上涨;中间一半区间为 -2.4% 至 +1.4%),20 个交易日内为 -0.5%。
在过去 301 次看跌的宏观事件之后,玉米 在 5 个交易日内中位数变动 -0.1%(47% 上涨;中间一半区间为 -2.2% 至 +1.3%),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。