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195 results for “USD/BRL

Morgan Stanley Warns Brazil's Post-Election Fiscal Confidence May Underprice Real Risk
PROCurrenciesSep 19

Morgan Stanley Warns Brazil's Post-Election Fiscal Confidence May Underprice Real Risk

Analysts at Morgan Stanley caution that market confidence in a limited fiscal adjustment after the October 2026 election is dangerously high, warning a lack of a credible spending plan could trigger a severe crisis for the Brazilian Real and interest rates.

Statistical Tie in Brazilian Presidential Runoff Heightens Political Risk, Weighs on Markets
PoliticsSep 17

Statistical Tie in Brazilian Presidential Runoff Heightens Political Risk, Weighs on Markets

A new AtlasIntel/Bloomberg poll shows President Lula and Senator Flávio Bolsonaro in a statistical tie for the October runoff, driving new volatility in Brazilian assets.

Statistical Tie in Brazil Presidential Polls Drives Market Volatility Ahead of October Election
PoliticsSep 11

Statistical Tie in Brazil Presidential Polls Drives Market Volatility Ahead of October Election

A new AtlasIntel/Bloomberg poll shows President Lula da Silva and challenger Flávio Bolsonaro in a statistical tie, re-pricing political risk in Brazil.

Dry Start Threatens Brazil Soybean Planting Window in Key Regions Sorriso and Luís Eduardo Magalhães
PROAgroSep 07

Dry Start Threatens Brazil Soybean Planting Window in Key Regions Sorriso and Luís Eduardo Magalhães

A persistent dry spell in Brazil’s top soybean regions, Sorriso (MT) and Luís Eduardo Magalhães (BA), is preventing a timely start to the 2026/27 crop season.

Fiscal Risk and Election Uncertainty Push Brazilian Real, Analysts Warn of R$6.00 USD/BRL Scenario
CurrenciesSep 05

Fiscal Risk and Election Uncertainty Push Brazilian Real, Analysts Warn of R$6.00 USD/BRL Scenario

Brazil's currency is weakening as financial institutions warn a lack of post-election fiscal reform could send the USD/BRL to R$6.00.

Tightening Brazil Presidential Race Boosts Fiscal Hope, Shaking Local Assets
PROPoliticsSep 03

Tightening Brazil Presidential Race Boosts Fiscal Hope, Shaking Local Assets

New polls showing a technical tie between Lula and Flávio Bolsonaro spurred a rally in Brazilian assets, lifting fiscal discipline hopes.

Dry Spell in Brazil’s Matopiba Region Threatens Start of Soybean Planting in Bahia
PROAgroSep 03

Dry Spell in Brazil’s Matopiba Region Threatens Start of Soybean Planting in Bahia

A seven-day dry spell in Luís Eduardo Magalhães, a key hub in the Matopiba agricultural frontier, raises stress risk for the new brazil soybean crop.

Brazil Treasury Signals Marginal Rise in Foreign Currency Debt Target to 7%
PROCurrenciesAug 19

Brazil Treasury Signals Marginal Rise in Foreign Currency Debt Target to 7%

The Brazilian National Treasury plans to increase its foreign currency-indexed debt target from 5% to 7% of the Federal Public Debt, seeking better cost management.

Brazil's Ibovespa Suffers Longest Losing Streak in Three Years as $2.5 Billion in Foreign Capital Flees
PROInvestingAug 18

Brazil's Ibovespa Suffers Longest Losing Streak in Three Years as $2.5 Billion in Foreign Capital Flees

Foreign investors pull R$13.5 billion ($2.5B) from the B3 exchange as pre-election uncertainty and fiscal worries drive capital flight.

Brazil Central Bank Rolls Over $1 Billion in FX Debt to Curb Exchange Rate Volatility
CurrenciesAug 17

Brazil Central Bank Rolls Over $1 Billion in FX Debt to Curb Exchange Rate Volatility

Brazil's Central Bank sold $1 billion in a line auction with a repurchase agreement to manage the rollover of short-term contracts and provide dollar liquidity.

Global Managers Pare Brazilian Real Exposure as October Election Risk Mounts
CurrenciesAug 14

Global Managers Pare Brazilian Real Exposure as October Election Risk Mounts

Political uncertainty ahead of Brazil’s October presidential election is driving a flight from the Real, pushing the currency to its weakest point in months.

Brazil’s Central Bank’s ‘Married Operations’ Stabilize Real Amid High Selic Rate
CurrenciesAug 11

Brazil’s Central Bank’s ‘Married Operations’ Stabilize Real Amid High Selic Rate

Brazil's Central Bank uses simultaneous spot sales and reverse FX swaps to manage USD/BRL volatility, boosting the carry trade.

Geopolitical Risk Pushes USD/BRL Above R$5.09, Overwhelming Brazil’s High Interest Rate Differential
PROCurrenciesAug 11

Geopolitical Risk Pushes USD/BRL Above R$5.09, Overwhelming Brazil’s High Interest Rate Differential

The Brazilian Real loses ground to the US Dollar as global uncertainty over the Middle East and inflation outweighs the lure of high domestic interest rates.

Structural Strength: Brazil’s Real Bolstered by $17.78 Billion First-Half Capital Inflow, Best Since 2018
PROCurrenciesAug 11

Structural Strength: Brazil’s Real Bolstered by $17.78 Billion First-Half Capital Inflow, Best Since 2018

Brazil recorded a net foreign capital inflow of US$17.78 billion in the first half, its highest since 2018, providing a key floor for the Brazilian Real.

Northeast Brazil Drought Signals Food Inflation Risk, Pressuring FX and Inflation Outlook
AgroAug 11

Northeast Brazil Drought Signals Food Inflation Risk, Pressuring FX and Inflation Outlook

Severe drought in Northeast Brazil is threatening regional food crops and livestock, creating a significant near-term risk for national food inflation.

China Joins Brazil's WTO Challenge Against US Tariffs Up to 37.5%
PROPoliticsAug 11

China Joins Brazil's WTO Challenge Against US Tariffs Up to 37.5%

Beijing officially joins consultations, citing commercial interest in Brazil's WTO case against US Section 301 tariffs.

Brazil Candidate's Amnesty Pledge Signals Heightened Political Risk
PROPoliticsAug 10

Brazil Candidate's Amnesty Pledge Signals Heightened Political Risk

Presidential candidate Ronaldo Caiado's promise of a broad amnesty for January 8 rioters introduces major institutional risk ahead of Brazil's 2026 election.

Brazilian Real Cedes Top Carry Trade Spot to Colombian Peso Amid Shift in Risk Perception
PROCurrenciesAug 10

Brazilian Real Cedes Top Carry Trade Spot to Colombian Peso Amid Shift in Risk Perception

Foreign investors are increasingly favoring the Colombian Peso over the BRL for carry trade strategies, signaling a cooling in capital inflows.

Brazilian Soybean Sales Stall After Price Peak, Signaling Upcoming Market Pressure
AgroAug 10

Brazilian Soybean Sales Stall After Price Peak, Signaling Upcoming Market Pressure

Brazilian farmers are slowing sales of the massive 2025/26 soybean crop, holding out for a stronger dollar as local prices ease from a July high of R$ 148.37/sack.

Brazil Presidential Contender Caiado Vows Day-One Amnesty and Hard Fiscal Overhaul
PROPoliticsAug 10

Brazil Presidential Contender Caiado Vows Day-One Amnesty and Hard Fiscal Overhaul

PSD candidate Ronaldo Caiado promised an amnesty bill for Jan 8 convicts alongside pro-market reforms including fiscal adjustment and privatizations.

Dry Spell in Brazil’s Soybean Belt Raises Crop Risk Ahead of Planting
AgroAug 09

Dry Spell in Brazil’s Soybean Belt Raises Crop Risk Ahead of Planting

Seven-day dry spell in key Brazilian soy regions is depleting soil moisture, threatening to delay the crucial 2026/27 planting window.

Brazil’s Central Bank Minutes and Inflation Data Set Up Volatile Week for Markets
MarketsAug 09

Brazil’s Central Bank Minutes and Inflation Data Set Up Volatile Week for Markets

Investors await twin reports Tuesday: Copom minutes on the Selic rate path, and July’s IPCA inflation data.

Rabobank Forecasts 9% Depreciation, Sees Brazilian Real at R$5.55 on Twin Fiscal and Geopolitical Risks
PROCurrenciesAug 09

Rabobank Forecasts 9% Depreciation, Sees Brazilian Real at R$5.55 on Twin Fiscal and Geopolitical Risks

Rabobank forecasts the USD/BRL exchange rate to hit R$5.55 by end-2026, anticipating a 9.0% depreciation driven by fiscal and geopolitical uncertainty.

Supply Crisis: Brazil Weather Fears Drive Sugar Prices to 10-Month High as Frost Threatens Arabica Coffee
PROAgroAug 09

Supply Crisis: Brazil Weather Fears Drive Sugar Prices to 10-Month High as Frost Threatens Arabica Coffee

Sugar futures surged over 11% this week after official data confirmed a massive drop in Brazil's June output, while frost risk lifts coffee.

Caiado Vows January 8th Amnesty as First Act if Elected President, Elevating Brazil Political Risk
PROPoliticsAug 09

Caiado Vows January 8th Amnesty as First Act if Elected President, Elevating Brazil Political Risk

PSD presidential candidate Ronaldo Caiado pledged to send an amnesty bill for Jan 8th convicts, injecting high risk into the 2026 election.

Brazilian Real's Sensitivity Spikes on Selic Cut Bets and US Sanctions Fear
CurrenciesAug 09

Brazilian Real's Sensitivity Spikes on Selic Cut Bets and US Sanctions Fear

The USD/BRL jumped to R$5.130, fueled by weak industrial data cementing Selic rate cut expectations and rising geopolitical risk from a US diplomatic feud.

US Payrolls Data Set to Test Brazilian Real Strength, USD/BRL Hovers Near R$5.10 Ahead of Key Report
PROCurrenciesAug 07

US Payrolls Data Set to Test Brazilian Real Strength, USD/BRL Hovers Near R$5.10 Ahead of Key Report

The Brazilian real is trading flat against the U.S. Dollar as markets await the US Non-Farm Payrolls report, which will dictate USD direction.

Brazil’s July FX Flow Turns Positive on Commercial Strength, Countering Real’s Political Headwinds
CurrenciesAug 06

Brazil’s July FX Flow Turns Positive on Commercial Strength, Countering Real’s Political Headwinds

Brazil logged a $1.938 billion net foreign exchange inflow in July, driven by trade, which offers a fundamental backstop to BRL volatility.

Dry Spell in Key Brazilian Soybean Belt Triggers Crop Stress Alert for 2026/27 Crop
PROAgroAug 06

Dry Spell in Key Brazilian Soybean Belt Triggers Crop Stress Alert for 2026/27 Crop

Seven consecutive dry days across Brazil's center-west soy belt raise soil moisture concerns ahead of the planting season.

BRL Volatility Rises on US Visa Revocation, Renewing Fears of Escalating Country-Specific Risk
PROCurrenciesAug 06

BRL Volatility Rises on US Visa Revocation, Renewing Fears of Escalating Country-Specific Risk

The Brazilian Real is trading under pressure after the US revoked the visa of Brazil's Ambassador, signaling political risk.