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The US dollar surged after hotter-than-expected October CPI and hawkish Fed comments, with two-year Treasury yields up 25bp. Markets now price more than three further hikes by mid-next year, even as oil prices have eased.
Higher US rates and a firmer dollar weigh on dollar-denominated commodity prices and raise the cost of imported feed inputs for buyers in weaker-currency markets.
home.saxoJohn J. HardyNov 13, 2026After 2,356 past bullish macro events, US Dollar (Broad) moved a median +0.2% over 5 sessions (60% higher; middle half -0.3% to +0.7%), and +0.4% 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.
