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Barclays says the yen is set to regain its status as a preeminent haven currency as the Bank of Japan normalizes policy and the inflation shock fades. The bank argues the yen had lost that role to the dollar in recent years.
A shift in haven demand would tend to strengthen the yen against the dollar, with limited direct effect on feed commodity prices.
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.