Brazilian real
Discussion of the Brazilian real was dominated by Robin Brooks’s election-linked bullish view: a Bolsonaro victory would trigger substantial appreciation, with USD/BRL moving to 4.80 or below and potentially well under 5.00. 135 Brooks argued that markets have not rewarded Brazil’s transformation because they dislike Lula, and cited earlier real weakness when Bolsonaro’s electoral odds fell. 12 Vincent Deluard separately recommended a long Brazilian real/short euro position as part of a broader currency trade, without tying it to Brazil’s election. 6
Where the voices land
All voices 1 voice1 bullish
Bullish
- RBRobin BrooksBullish The real can strengthen significantly if Bolsonaro wins the election, as the May move toward 4.50 showed. “That shows how much the Real can strengthen if Bolsonaro wins.” Open the post The Brazilian Real was on its way to 4.50 back i… · 27 Sept
1 bullish
Mentions
6 in September 2026Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Robin Brooks 5 mentions
- Vincent Deluard 1 mention
- Quinn Thompson 1 mention
See what your own voices say about Brazilian real, every morning.
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