周一,巴西股市大涨,此前弗拉维奥·博尔索纳罗在首轮投票后成为总统领跑者,投资者押注这位右翼候选人将以足够大的优势获胜,从而推动财政改革。
Brazilian stocks surged Monday after Flávio Bolsonaro emerged as the presidential frontrunner following first-round voting, with investors betting the right-wing candidate would win with a large enough majority to push fiscal reform.
“条件从未如此有利,”一位资产管理人士告诉彭博社,周日博尔索纳罗支持者在各级选举中获胜,增强了潜在的博尔索纳罗总统任期的前景,后者可能针对大幅削减开支,强化了降息的理由:巴西拥有全球最高的利率之一,这在一定程度上导致经济放缓,削弱了现任总统的地位。
“The conditions have never been this favorable,” an asset manager told Bloomberg, after Bolsonaristas won up and down the ballot Sunday, strengthening a potential Bolsonaro presidency that could target major spending cuts, bolstering the case for lower interest rates: Brazil has some of the highest rates in the world, which are partly to blame for the slowing economy that has weakened the incumbent.
不过,“两位候选人都不会在支出问题上拥有完全自由”,鉴于通过巴西国会推动改革的困难,一位宏观策略师告诉《金融时报》。— 布伦丹·鲁贝里
Still, “neither candidate will have a free hand” on spending, given the difficulty of getting reform through the Brazilian Congress, a macro strategist told the Financial Times. — Brendan Ruberry