Memuat…
UBS economists argue that the dollar's broad 2026 decline will have a smaller effect on US inflation than tariffs did. Most US import contracts are priced in dollars and fixed for their duration, so currency moves pass through slowly.
Because import contracts are dollar-denominated and fixed, a weaker dollar does not immediately raise US costs for imported feed inputs. Any commodity price effect from the currency should therefore build gradually.
ubs.com30 Jan 2026Setelah 359 peristiwa makro netral sebelumnya, Dolar AS (Luas) bergerak median -0,0% selama 5 sesi (49% lebih tinggi; separuh tengah -0,4% sampai +0,4%), dan -0,1% 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.
