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A BCA research note says US financial markets have not reacted strongly to the Iran nuclear crisis despite higher oil prices. It notes the dollar index is moving in step with US Treasury yields again, which may pressure the rupiah.
A firmer dollar and higher US yields tighten financing conditions for emerging-market importers, including Indonesian feed buyers. The note gives no direct grain or oilseed price signal.
Not enough comparable past events yet for a historical read.
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.