The Brazilian real sold off sharply after Justice Minister Sergio Moro resigned, accusing President Bolsonaro of political interference in federal police. USD/BRL hit a record 5.7126 before easing to about 5.66, and the Bovespa fell nearly 7%.
A weaker real lowers the dollar cost of Brazilian soybean and meal exports, which can weigh on global soy complex prices, while raising import costs for Brazilian feed makers.
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 117 次看跌的宏观事件之后,豆粕 在 5 个交易日内中位数变动 -0.6%(41% 上涨;中间一半区间为 -2.5% 至 +1.7%),20 个交易日内为 +0.5%。
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%。
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。
Moro's resignation and accusations of political interference triggered a sentiment-driven selloff, pushing USD/BRL to a record 5.71 and the Bovespa down nearly 7%, which directly explains the 4.33% one-day BRL move.
Moro's resignation and his accusations of political interference triggered a sharp real sell-off, with USD/BRL hitting a record 5.7126 on 2020-04-24, which directly explains much of the 8.2% weekly move via a political-risk sentiment shock and capital outflows.