
Bank of England policymaker Megan Greene said exchange rates have not behaved as models suggest, with the dollar falling rather than appreciating during tariff tensions. She said the dollar's drop complicates the inflation outlook.
Currency moves tied to tariff policy shape the cost of imported goods and the relative pricing of US commodities for overseas buyers. The comment is a central bank view and does not itself move feed prices.
After 15 past bearish policy events, US Dollar (Broad) moved a median -0.5% over 5 sessions (27% higher; middle half -0.7% to +0.0%), and -0.0% 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.