# Commodities: What the dollar-yield disconnect means for prices

> Yahoo Finance analysis notes the US dollar and the 10-year Treasury moved in opposite directions after Trump announced tariff plans. The dollar is near three-year lows and real yields have diverged from the dollar in an unusual way.

- Date: 2025-06-04 · published 2025-06-04T12:00:00.000Z
- Category: macro · region US · magnitude low
- Page: https://feedsoft.ai/events/24112-commodities-what-the-dollar-yield-disconnect-means-for-prices
- Commodities: [US Dollar (Broad)](https://feedsoft.ai/c/DXY.md)

## Why it matters

Divergence between real yields and the dollar adds uncertainty to commodity pricing, since tariff-driven currency moves can shift export competitiveness for US farm goods.

## Read by commodity

- DXY: neutral

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DXY | 2017-09-12 | [Does the Weaker Dollar Push Up Commodities Prices?    - WSJ](https://feedsoft.ai/events/68879-does-the-weaker-dollar-push-up-commodities-prices-wsj.md) | +0.5% | +2.0% |
| DXY | 2023-05-29 | [Inflation Shows No Signs of Cooling. What Does That Mean For Commodity Prices? \| FXEmpire](https://feedsoft.ai/events/35850-inflation-shows-no-signs-of-cooling-what-does-that-mean-for-commodity-prices.md) | -0.5% | -1.4% |
| DXY | 2023-04-13 | [BIS - The Changing Nexus Between Commodity Prices And The Dollar: Causes And Implications](https://feedsoft.ai/events/36298-bis-the-changing-nexus-between-commodity-prices-and-the-dollar-causes-and.md) | +0.3% | -0.4% |
| DXY | 2021-10-18 | [How does dollar impact inflation? Watch commodities](https://feedsoft.ai/events/44437-how-does-dollar-impact-inflation-watch-commodities.md) | -0.4% | +0.4% |
| DXY | 2020-10-30 | [Commodity currencies slide on oil, dollar braces for election \| Financial Post](https://feedsoft.ai/events/50816-commodity-currencies-slide-on-oil-dollar-braces-for-election-financial-post.md) | -1.6% | -3.0% |

## Sources

- finance.yahoo.com: https://finance.yahoo.com/video/commodities-dollar-yield-disconnect-means-154706221.html

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