2024/08/05

BBVA LatAm Strategy Trade Idea: Short USDBRL at 5.75

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Trade: Short USDBRL – Entry: 5.75, Target: 5.40, Stop 5.93


Trade Rationale: Current levels incorporate a significant risk premium in the BRL related to fiscal and monetary policy, reflect stretched positioning in USDBRL, and provide technical resistances around pandemic-high levels. Elevated rates in the BRL also provide high carry compensation.

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