巴西ETF因卢拉胜选跌近15%
investingLive Asia-Pacific market news: Brazil ETF slumps on Lula win
Brazil ETFs fell nearly 15% in Tokyo trading as Lula won Brazil's presidential runoff. Goldman Sachs said that under extreme circumstances, the U.S. dollar may rise by 10% against the Brazilian real, the Brazilian stock market may fall by 15%, and long-term government bond yields may rise by about 200 basis points. Meanwhile, gold is near three-month lows, oil prices opened lower after not upgrading over the weekend, and the market is focused on central bank meetings such as the Federal Reserve this week.
The results of the Brazilian election triggered a sharp decline in Brazilian ETFs. The foreign exchange market needs to pay attention to the risk transmission of real-related currency pairs and the spillover effects of emerging market asset fluctuations on the US dollar. At the same time, with gold close to a three-month low, oil prices opening lower, and multiple central bank meetings this week, traders should focus on tracking the interactive impact of the subsequent performance of Brazilian assets and policy signals such as the Federal Reserve on safe-haven assets and currency market sensitivity.
巴西大选结果直接触发ETF急跌，材料同时覆盖原油、黄金和多家央行会议预期，为理解亚太时段多资产联动提供具体线索。
来源：ForexLive · investinglive.com