
Danske Bank senior analyst Morten Helt expects the Brazilian real to strengthen further in the coming months, forecasting USD/BRL at 3.00 versus a Bloomberg consensus of 3.25 for Q4 2017. The real has rallied for three straight days, with USD/BRL down almost 1.5% over that span, after Brazilian lawmakers backed President Temer and his economic reform agenda.
A firmer real makes Brazilian soybean, corn and meal exports less competitive in dollar terms, which can support US and world feed prices at the margin. The call is a currency view rather than a supply event, so the impact on feed prices is modest.
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。