BRL Brazilian Real Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
15:45
Oct 16
Oct 16
Meb Faber Show
Brazil: market-friendly regime, rate cuts, cheap.
Brazil is one of Dirk's favorite markets because it is idiosyncratic. The new government is market-friendly and may restore fiscal order; high real rates can fall aggressively; the market is a commodity play that benefits from lower rates and a business-friendly government; valuations are cheaper than the 15-year average. Sentiment is grim after 18 years of no returns, which creates potential for local money repatriation and real appreciation as an extra kicker to equities.
BRL
Brazilian Real
Long
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11:05
Oct 06
Oct 06
Bloomberg Markets
BRL can strengthen on fiscal adjustment.
Lord sees USD/BRL initially at 4.9 and ultimately 4.5 if Brazil delivers a credible fiscal adjustment after the new government; lower risk premia and volatility could preserve the real's carry appeal even as rates fall.
BRL
Brazilian Real
Long
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06:47
Oct 05
Oct 05
Bloomberg Markets
Bolsonaro surprise boosts Brazilian assets
Bolsonaro unexpectedly led the first round, boosting expectations for a market-friendly presidency. She expects a strong rally in Brazilian assets, with JPMorgan estimates of up to 6% gains in the currency and stocks in the near term, and the Brazilian ETF in Japan already jumped 7.6%.
BRL
Brazilian Real
Long
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About BRL Investor Commentary
Across the available history and selected sources, Buzzberg tracks BRL (Brazilian Real) across 11 sources: 33 bullish vs 2 bearish calls from 40 authors. Historical directional balance: 56% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 55 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish. Latest voices: Dirk Willer, James Lord, Adriana Dupita.