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Deutsche Bank strategist Sebastian A. Brown says the Brazilian real's recent strength after successful government auctions of exploration rights and energy concessions is not a one-off.
He expects growth-driven capital and FDI inflows to replace carry trade as the main support for the BRL, and recommends being long BRL/CLP, with USD/BRL possibly testing 3.0 if the euro appreciates.
A firmer real makes Brazilian exports such as soybeans, meal and corn cheaper in dollar terms, which can weigh on Brazilian-origin feed prices, while a weaker dollar-to-real move supports Brazilian farmer selling.
octaafrica.net2017年10月17日在过去 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。
