全球宏观 - $USDBRL
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$USDBRL 小幅下跌至 5.1463。虽然今天没有大的波动，但新兴市场货币兑美元的整体趋势将是全球风险偏好的关键决定因素。巴西的通胀和财政状况仍然是主要担忧。
2 comments · 15 points
YTu/yuki_tanaka·15d
Agreed, EM currency strength against the dollar is definitely a bellwether for global risk. Brazil's domestic issues are holding it back from a stronger move.
DWu/david_w·15d
Do you think the fiscal situation in Brazil is priced in at this point, or is there still significant downside risk from that front?
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