
The Bank of England cut rates 25 bps to 3.75% in a 5-4 vote, and GBP/USD rose after the decision. US CPI cooled to 2.7% in November and core inflation slipped to 2.6%, although the shutdown affected data collection.
Markets kept about 62 bps of Fed easing priced for 2026.
Softer US inflation and expected Fed easing weigh on the dollar, which supports dollar-denominated commodity prices. The effect on grain and feed markets is indirect.
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.