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The article says the yen remained weak around 158 per dollar despite market volatility following the US midterm election and a buildup of speculative yen-long positions. It notes that speculative traders held net yen longs worth $8.06 billion as of November 3, while the yen was falling against the dollar even as several other major currencies rose.
Persistent yen weakness can raise the yen-denominated cost of imported feed ingredients, but the article provides no direct change in commodity supply or demand. Its currency discussion alone points to a possible increase in import costs rather than a specific global commodity-price move.
note.com唐鎌大輔(みずほ銀行 チーフマーケット・エコノミストNov 8, 2026Not 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.
