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Danske Bank analysts see signs the Brazilian recession is easing, with Q2 GDP falling 2.9% y/y versus 3.8% in Q1. They forecast near-term real strength on higher commodity prices and a slightly undervalued currency, but expect USD/BRL to rise from mid-2017 as China slows.
A forecast of a stronger real near term and weaker commodity prices later affects the cost of Brazilian soy and corn exports priced in dollars. Expected easing of Brazil's rate cycle is a modest macro factor for domestic feed demand.
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。