# The Bombs Are Cheap. The Fed Isn't. | AInvest

> Brent crude rose about 13% in October to near $116 as tanker attacks in the Strait of Hormuz disrupted the US-Iran war. Gold fell 7% over the same month, as markets priced Federal Reserve rate-hike risk over the geopolitical premium.

- Date: 2026-11-01 · published 2026-11-02T00:12:58.927Z
- Category: macro · region Global · magnitude medium
- Page: https://feedsoft.ai/events/74359-the-bombs-are-cheap-the-fed-isn-t-ainvest
- Commodities: [Crude Oil (Brent)](https://feedsoft.ai/c/BRENT.md), [Crude Oil (WTI)](https://feedsoft.ai/c/WTI.md), [US Dollar (Broad)](https://feedsoft.ai/c/DXY.md)

## Why it matters

Oil at these levels raises energy and freight costs for feed production, but the rising rate outlook is currently overpowering the crisis bid across commodities.

## Read by commodity

- DXY: bullish ▲
- WTI: bullish ▲
- BRENT: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| BRENT | 2025-08-25 | [The Commodities Feed: Jerome Powell Provides a Boost to Most Markets \| Investing.com](https://feedsoft.ai/events/23251-the-commodities-feed-jerome-powell-provides-a-boost-to-most-markets-investing.md) | -0.1% | -1.7% |
| BRENT | 2026-09-29 | [Fed Rate Hike Bets and US Bond Rout Bolster the Dollar, Hurt Equities and Gold \| Investing.com](https://feedsoft.ai/events/17391-fed-rate-hike-bets-and-us-bond-rout-bolster-the-dollar-hurt-equities-and-gold.md) | +5.1% | +3.9% |
| BRENT | 2019-05-17 | [Why Rupee Breached 70 Levels Against USD This Week? \| Investing.com India](https://feedsoft.ai/events/59360-why-rupee-breached-70-levels-against-usd-this-week-investing-com-india.md) | -7.6% | -15.1% |
| BRENT | 2021-08-24 | [The Commodities Feed: USD provides a boost to the complex \| snaps \| ING THINK](https://feedsoft.ai/events/12116-the-commodities-feed-usd-provides-a-boost-to-the-complex-snaps-ing-think.md) | +5.7% | +7.0% |
| BRENT | 2026-10-29 | [Brent moves lower as US Fed maintains interest rates](https://feedsoft.ai/events/17041-brent-moves-lower-as-us-fed-maintains-interest-rates.md) | -5.4% | — |
| WTI | 2025-08-25 | [The Commodities Feed: Jerome Powell Provides a Boost to Most Markets \| Investing.com](https://feedsoft.ai/events/23251-the-commodities-feed-jerome-powell-provides-a-boost-to-most-markets-investing.md) | +0.5% | -1.7% |
| WTI | 2023-04-14 | [Investor's guide to the coming Federal Reserve pause](https://feedsoft.ai/events/36299-investor-s-guide-to-the-coming-federal-reserve-pause.md) | -5.9% | -13.8% |
| WTI | 2020-05-12 | [More Accommodation Coming from the Federal Reserve? - ADM Investor Services](https://feedsoft.ai/events/53038-more-accommodation-coming-from-the-federal-reserve-adm-investor-services.md) | +32.3% | +62.0% |

## Sources

- ainvest.com: https://www.ainvest.com/news/bombs-cheap-fed-isn-2611/

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