Brazil Industrial Output (YoY) registered at 4.3% above expectations (3.5%) in March

May 7, 2026

Brazil Industrial Output (MoM) above expectations (-0.2%) in March: Actual (0.1%)

USD: Dollar support from easing Oil and reserve flows – BNY

BNY’s Geoff Yu notes that expectations of progress toward peace in Iran are driving a bond rally and shaping flows in the United States (US) Treasury market. As Oil prices fall and real rates reprice, he argues exporter surpluses and reserve management trends could again favor the US Dollar (USD).