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Fed officials including Collins, Goolsbee, Waller and Logan signaled more rate increases after hot October inflation data. Futures now fully price a 25 basis point hike at the December 8-9 meeting and expect another in January.
The 2-year Treasury yield rose 35.2 basis points over the week to 4.872%, and the dollar strengthened.
Higher expected US rates strengthen the dollar, which makes dollar-priced grains, oilseeds and meals less competitive for foreign buyers and tends to pressure commodity prices. Tighter financial conditions can also weigh on demand for commodities.
macroinsight.comNov 14, 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.
