周三，巴西主要股指进一步下跌，市场对该国财政前景的担忧加剧，此前弗拉维奥·博尔索纳罗在大选中意外落败，随后逃往美国。
Brazil’s main stock index sold off further on Wednesday amid mounting fears over the country’s fiscal picture following the surprise election defeat of Flávio Bolsonaro, who then fled to the US.
巴西财政部长表示，本周的抛售“更多是关于市场近期采取的仓位”，而非“对基本面的反应”，并指出投资者正在平仓大选决胜轮前押注博尔索纳罗获胜的头寸；一些分析师认为这种“过度”的反应使巴西股票更具吸引力。
This week’s selloff was “much more about the positions the market had adopted in recent days” than “a reaction to fundamentals,” Brazil’s finance minister said, pointing to investors unwinding pre-runoff bets on Bolsonaro; some analysts suggested the “overdone” reaction makes Brazilian equities more attractive.
一位彭博专栏作家指出，这次选举冷门暴露了预测市场的缺陷，后者“助长了一种政治叙事，短暂创造了约1300亿美元的股市财富，随后化为乌有”。“如果在美国大选期间再次发生这种情况，造成的破坏将达到一个全新的水平。”
The election upset showed the shortcomings of prediction markets, which “helped fuel a political narrative that briefly created around $130 billion in stock market wealth, which subsequently vanished,” a Bloomberg columnist argued. “If it happens again around the US elections, the havoc would reach a whole new level.”