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The US dollar index has fallen about 2% since late June after a long rally, and Trump and Vance have criticized a strong dollar. Analysts say the candidates' plans to weaken the dollar are hard to execute and could instead support the currency through uncertainty-driven demand.
Tariff and fiscal plans could also raise inflation.
Expectations of a policy-driven weaker dollar could support dollar-denominated commodity prices, but analysts doubt it can be engineered and see tariff risk to trade flows. The impact on feed markets is speculative for now.
spglobal.comJul 25, 2024After 359 past neutral macro events, US Dollar (Broad) moved a median -0.0% over 5 sessions (49% higher; middle half -0.4% to +0.4%), and -0.1% 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.
