Memuat…
LBBW strategists forecast the euro will strengthen as yield differentials narrow, since the ECB has paused rate cuts while the Federal Reserve is expected to cut twice more by the end of 2026. They note political uncertainty in France may weigh on the euro, while confidence in the dollar is also being questioned.
A forecast of a stronger euro and weaker dollar would support US commodity prices and export demand over time. The effect on feed markets is a longer-term currency factor rather than an immediate driver.
lbbw.de19 Nov 2025Setelah 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.
Setelah 388 peristiwa makro bullish sebelumnya, Euro (USD per EUR) bergerak median +0,3% selama 5 sesi (62% lebih tinggi; separuh tengah -0,4% sampai +1,1%), 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.
