# US inflation shakes global commodity balances: metals fall, agricultural commodities climb

> US October inflation rose 0.4% month on month, with core inflation at 0.3%, strengthening expectations of a Federal Reserve rate hike in December. Precious and base metals sold off, while agricultural prices rose on lower stock forecasts and supply concerns.

- Date: 2026-11-15 · published 2026-11-15T12:16:22.935Z
- Category: macro · region US · magnitude low
- Page: https://feedsoft.ai/events/101164-us-inflation-shakes-global-commodity-balances-metals-fall-agricultural
- Commodities: [US Dollar (Broad)](https://feedsoft.ai/c/DXY.md)

## Why it matters

A stronger dollar and higher rates weigh on metals, but tighter agricultural supply can support feed grain and oilseed prices. The divergence suggests firmer feed input costs even as broader commodity sentiment weakens.

## Read by commodity

- DXY: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DXY | 2026-02-02 | [Slump in commodities rattles global markets \| Reuters](https://feedsoft.ai/events/20505-slump-in-commodities-rattles-global-markets-reuters.md) | +0.3% | +0.7% |
| DXY | 2025-08-01 | [Dollar rises while global stock index falls; inflation and tariffs in focus](https://feedsoft.ai/events/23953-dollar-rises-while-global-stock-index-falls-inflation-and-tariffs-in-focus.md) | -1.0% | -1.2% |
| DXY | 2018-09-01 | [Rising US real interest rates imply falling real commodity prices](https://feedsoft.ai/events/63460-rising-us-real-interest-rates-imply-falling-real-commodity-prices.md) | +0.4% | -0.4% |
| DXY | 2022-05-31 | [AUD steadies in face of escalating inflation concerns - OFX (US)](https://feedsoft.ai/events/41652-aud-steadies-in-face-of-escalating-inflation-concerns-ofx-us.md) | +0.0% | +2.0% |
| DXY | 2018-07-18 | [GLOBAL MARKETS-Dollar's advance puts squeeze on gold, commodities By Reuters](https://feedsoft.ai/events/63943-global-markets-dollar-s-advance-puts-squeeze-on-gold-commodities-by-reuters.md) | +0.0% | +1.3% |

## Sources

- businessekonomi.com: https://www.businessekonomi.com/ekonomi/abd-enflasyonu-kuresel-emtia-dengelerini-sarsti-metaller-dustu-tarimsal-emtia-tirmandi/37178

---
Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.