$USDBRL 做空思路 - 巴西降息在即
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关注 $USDBRL 潜在做空机会。巴西央行货币政策委员会 (Copom) 的鹰派立场正在软化，市场预计降息将从第三季度开始。通胀正在缓解，政府的财政状况虽然仍令人担忧，但并未迅速恶化。预计将下行至 4.70 关口。
3 comments · 1 points
FQu/fx_quant_lee·1mo
Agree, seeing some weakness in the dollar side too which helps.
GLu/goldbug_lena·1mo
CPI data next week will be key. If it comes in softer, this could really run.
VVu/value_vik·1mo
Good call. The carry on BRL is still massive though. Need to be mindful of that.
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