巴西ETF因卢拉胜选跌近15%
investingLive Asia-Pacific market news: Brazil ETF slumps on Lula win
ETF Brazil jatuh hampir 15% dalam dagangan Tokyo apabila Lula memenangi larian presiden Brazil. Goldman Sachs berkata bahawa dalam keadaan yang melampau, dolar A.S. mungkin meningkat sebanyak 10% berbanding sebenar Brazil, pasaran saham Brazil mungkin jatuh sebanyak 15%, dan hasil bon kerajaan jangka panjang mungkin meningkat sebanyak kira-kira 200 mata asas. Sementara itu, emas menghampiri paras terendah tiga bulan, harga minyak dibuka lebih rendah selepas tidak menaik taraf pada hujung minggu, dan pasaran tertumpu kepada mesyuarat bank pusat seperti Rizab Persekutuan minggu ini.
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