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195 results for “USD/BRL

Brazilian Real Holds Steady Near R$5.12 as Copom Delivers Expected Rate Cut to 14.00%
PROCurrenciesAug 06

Brazilian Real Holds Steady Near R$5.12 as Copom Delivers Expected Rate Cut to 14.00%

Brazil’s central bank cut the Selic rate by 25 basis points to 14.00%, a move that was fully priced in, stabilizing USD/BRL.

USD/BRL Spikes to R$5.13 on Diplomatic Row as US Sanctions Fear Ramps Up Political Risk
CurrenciesAug 06

USD/BRL Spikes to R$5.13 on Diplomatic Row as US Sanctions Fear Ramps Up Political Risk

The Brazilian real sharply depreciated, hitting R$5.13 this week as a US-Brazil diplomatic row introduced a severe geopolitical risk premium.

Lula’s Lead Narrows to 5 Points Against Flávio Bolsonaro in Latest Quaest Poll, Upping Brazil Political Uncertainty
PoliticsAug 05

Lula’s Lead Narrows to 5 Points Against Flávio Bolsonaro in Latest Quaest Poll, Upping Brazil Political Uncertainty

A new Genial/Quaest poll shows President Lula’s lead tightening against Flávio Bolsonaro, a movement that increases political risk and market volatility ahead of the election.

Atypical July Rain Threatens Supply of High-Grade Brazil Arabica Coffee
PROAgroAug 05

Atypical July Rain Threatens Supply of High-Grade Brazil Arabica Coffee

Unseasonal rain in key Arabica regions is degrading the quality of the 2026/27 crop, threatening premium export volumes.

Major Institution Forecasts Brazilian Real Depreciation to R$5.30 by 2026 Despite Current Strength
PROCurrenciesAug 05

Major Institution Forecasts Brazilian Real Depreciation to R$5.30 by 2026 Despite Current Strength

A major bank maintains a cautious long-term forecast for the USD/BRL exchange rate, citing structural limits to the Real's appreciation.

USD/BRL Volatility Jumps on US Sanctions Risk and Strait of Hormuz Tensions
CurrenciesAug 05

USD/BRL Volatility Jumps on US Sanctions Risk and Strait of Hormuz Tensions

The Brazilian real depreciated sharply following an escalation of US-Brazil diplomatic tension and fresh Middle East geopolitical risk.

Brazilian Real Slides on Commodity Correlation as Brent Crude Plunge Confirms Vulnerability
PROCurrenciesAug 05

Brazilian Real Slides on Commodity Correlation as Brent Crude Plunge Confirms Vulnerability

The Brazilian Real's recent weakness highlights an elevated correlation with crude oil prices, pushing the USD/BRL pair higher despite a softer U.S. Dollar Index (DXY).

Brazilian Real Rally Pauses as Importers Step In, Establishing R$5.05 as Technical Floor for USD/BRL
PROCurrenciesAug 04

Brazilian Real Rally Pauses as Importers Step In, Establishing R$5.05 as Technical Floor for USD/BRL

The Brazilian Real's recent rally stalled near R$5.05 after increased demand for US Dollar from domestic importers and bank treasuries.

Brazilian Real Volatility Spikes as USD/BRL Breaches Central Bank's R$5.10 Model Ahead of Expected Selic Cut
MarketsAug 04

Brazilian Real Volatility Spikes as USD/BRL Breaches Central Bank's R$5.10 Model Ahead of Expected Selic Cut

The USD/BRL touched R$5.1351 on Tuesday, rising past the BCB's internal exchange rate model ahead of the expected 25bp Selic rate cut.

Selic's Forward Guidance, Not the Rate Cut, is the Key Driver for the Brazilian Real (BRL)
PROCurrenciesAug 04

Selic's Forward Guidance, Not the Rate Cut, is the Key Driver for the Brazilian Real (BRL)

Investors are focused on the Central Bank's signal about the easing cycle's future, as the expected Selic rate cut is fully priced into USD/BRL.

Persistent Financial Capital Flight Puts Pressure on Real Despite Robust Trade Surplus
CurrenciesAug 04

Persistent Financial Capital Flight Puts Pressure on Real Despite Robust Trade Surplus

Brazil's currency remains vulnerable as sustained financial outflows counter the strength of its US$42.4 billion trade surplus.

BRL Volatility Spikes Ahead of Expected Selic Cut to 14.00%
PROCurrenciesAug 04

BRL Volatility Spikes Ahead of Expected Selic Cut to 14.00%

Currency traders eye the USD/BRL rate as the Central Bank is poised to make a 25 basis point cut to the benchmark Selic interest rate.

Brazil Signals AI Geopolitical Shift, Joining China-Led WAICO Over US 'Pax Silica' Model
PROTechAug 03

Brazil Signals AI Geopolitical Shift, Joining China-Led WAICO Over US 'Pax Silica' Model

Brazil's decision to join the China-backed World Artificial Intelligence Cooperation Organization (WAICO) flags a preference for open-source AI and 'digital sovereignty,' potentially complicating market access for US-based Big Tech firms.

Dry Spell in Key Brazil Soybean Belt Threatens 2026/27 Planting Start, Lifting CBOT Futures
AgroAug 03

Dry Spell in Key Brazil Soybean Belt Threatens 2026/27 Planting Start, Lifting CBOT Futures

Seven consecutive dry days in top producing regions Sorriso-MT and Rio Verde-GO risks delaying the start of Brazil’s main soybean planting season.

Lula’s Record Veto Rejections Force Executive to STF, Heightening Brazil Political Risk
PoliticsAug 03

Lula’s Record Veto Rejections Force Executive to STF, Heightening Brazil Political Risk

President Lula's record defeat rate on vetoes in Congress forces a systematic turn to the STF, increasing regulatory uncertainty for investors.

USD/BRL Volatility Hinges on Fed Policy, US Treasury Yields as Dollar Retreats to R$5.07
CurrenciesAug 03

USD/BRL Volatility Hinges on Fed Policy, US Treasury Yields as Dollar Retreats to R$5.07

The Brazilian Real's short-term movements are entirely driven by US economic signals, with the USD/BRL falling after the Fed held rates.

Structural Dollar Supply from FDI and Record Trade Surplus Puts a Floor Under the Brazilian Real
CurrenciesAug 03

Structural Dollar Supply from FDI and Record Trade Surplus Puts a Floor Under the Brazilian Real

Record inflows from Foreign Direct Investment and a surging trade balance are providing a structural counterweight to USD/BRL volatility.

Brazilian Real Extends Gain to 7-Week High as Robust Carry Trade Appeal Drives USD/BRL to R$5.07
CurrenciesAug 03

Brazilian Real Extends Gain to 7-Week High as Robust Carry Trade Appeal Drives USD/BRL to R$5.07

The Brazilian Real hit its strongest level in nearly seven weeks, driven by the attractive carry trade yield from the high Selic rate.

Focus Report, Brazil PMI Set Market Tone; Investors Watch for New Low in Inflation Forecasts
MarketsAug 03

Focus Report, Brazil PMI Set Market Tone; Investors Watch for New Low in Inflation Forecasts

Weekly Focus Report and S&P Global Brazil Industrial PMI releases will test whether disinflation and industrial growth are sustainable.

COPOM Selic Rate Cut to 14.00% Looms, Testing Brazilian Real’s Fiscal Anchor
PROCurrenciesAug 03

COPOM Selic Rate Cut to 14.00% Looms, Testing Brazilian Real’s Fiscal Anchor

Brazil’s Central Bank is expected to cut the Selic rate by 25bps this week, a move that could expose BRL to fiscal risk.

Haddad’s São Paulo Run Becomes PT’s Strategic Proxy for Lula’s Policy Continuity
PoliticsJul 31

Haddad’s São Paulo Run Becomes PT’s Strategic Proxy for Lula’s Policy Continuity

The PT is heavily prioritizing former Finance Minister Fernando Haddad's run for São Paulo governor, turning the state race into a direct test of the Lula administration's economic policy direction and stability for investors.

Delayed Brazilian Coffee Harvest, Quality Risk Sustain High Arabica Coffee Futures Prices
PROAgroJul 31

Delayed Brazilian Coffee Harvest, Quality Risk Sustain High Arabica Coffee Futures Prices

Brazil's overall coffee harvest lags the five-year average, with excessive rainfall in Minas Gerais raising quality fears and supporting futures.

Brazil Unlocks R$5.7 Billion in Budget Funds on Lower Social Security Costs, Bolstering Fiscal Credibility
PoliticsJul 31

Brazil Unlocks R$5.7 Billion in Budget Funds on Lower Social Security Costs, Bolstering Fiscal Credibility

Federal government releases R$5.7 billion from the blocked 2026 budget, driven by an improved mandatory expenditure forecast.

USD/BRL Outlook Diverges on Fiscal Risks vs. Carry Trade Appeal
CurrenciesJul 30

USD/BRL Outlook Diverges on Fiscal Risks vs. Carry Trade Appeal

Investment bank forecasts for the Brazilian Real show a wide R$0.48 spread, signaling intense market disagreement on the BRL's trajectory.

Lula's 49% Disapproval Rating Confirms Political Risk, Threatening Brazil Fiscal Reforms
PROPoliticsJul 30

Lula's 49% Disapproval Rating Confirms Political Risk, Threatening Brazil Fiscal Reforms

President Lula's persistent high disapproval rating signals increased risk of legislative gridlock, threatening the passage of crucial fiscal reforms and weighing on the Brazilian Real.

USD BRL Breaks Past R$5.11 as Brazilian Real Weakens
PROCurrenciesJul 30

USD BRL Breaks Past R$5.11 as Brazilian Real Weakens

The Brazilian real struggles to hold below R$5.10, with the USD/BRL rate breaking past R$5.11 amid shifting interest rate expectations and fiscal concerns.

Brazilian Real Reverses Loss, Firms to R$5.10 After Federal Reserve Holds Rates
CurrenciesJul 30

Brazilian Real Reverses Loss, Firms to R$5.10 After Federal Reserve Holds Rates

The Brazilian Real appreciated 0.4% against the US Dollar after the Fed held rates, reinforcing the appeal of the high-yielding currency for the carry trade.

High US Long-Term Rates Crimp Brazilian Real Strength Despite Post-Fed Rally
CurrenciesJul 30

High US Long-Term Rates Crimp Brazilian Real Strength Despite Post-Fed Rally

Elevated US 10-year Treasury yields at 4.70% are placing fundamental pressure on the BRL, threatening to unwind recent gains against the US Dollar.

Brazilian Real Strengthens Past R$5.11 on Fed Rate Hold, Signaling Near-Term Ceiling for USD/BRL
CurrenciesJul 30

Brazilian Real Strengthens Past R$5.11 on Fed Rate Hold, Signaling Near-Term Ceiling for USD/BRL

The BRL appreciated after the US Federal Reserve held rates, weakening the US Dollar and increasing the appeal of Brazil's high-carry currency.

Brazil Formally Challenges US Section 301 Tariffs at WTO, Raising Political Risk for Exporters
PROPoliticsJul 30

Brazil Formally Challenges US Section 301 Tariffs at WTO, Raising Political Risk for Exporters

Brasília initiated a WTO dispute against new US 25% and 12.5% tariffs, escalating trade tensions with its second-largest partner.