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Capital Economics argues that the Fed's renewed rate cutting would normally lift commodity prices, but weak fundamentals and already-priced easing will limit the effect. The note was published on September 19, 2025.
Lower US rates typically weaken the dollar and support commodity prices, but the analyst expects little lift here. Feed buyers should not expect rate cuts alone to drive meal or grain prices higher.
capitaleconomics.comHamad HussainSep 19, 2025After 1,637 past bearish macro events, US Dollar (Broad) moved a median -0.2% over 5 sessions (39% higher; middle half -0.6% to +0.3%), and -0.2% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
