The dollar index is losing the war premium it built during the Iran conflict and is on track for its third-biggest decline of the year. Emerging market equities and broad risk assets are rallying as the dollar weakens.
A weaker dollar and firmer emerging-market demand can support commodity import demand and lift prices for dollar-priced feed ingredients.
Setelah 1.637 peristiwa makro bearish sebelumnya, Dolar AS (Luas) bergerak median -0,2% selama 5 sesi (39% lebih tinggi; separuh tengah -0,6% sampai +0,3%), dan -0,2% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.
The dollar was shedding its war-driven premium as risk assets and emerging-market currencies rallied, which is consistent with the sharp drop that day.