Fed rate cuts, dollar depreciation to drive commodity rally, says Kunal Shah of Nirmal Bang

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.

• 13 Des 2023Dollar drops as Fed signals coming rate cuts-1,0%
• 1 Agu 2024Gold extends record rally on Fed rate-cut bets, softer dollar-0,1%
• 29 Sep 2025Why is the exchange rate in Vietnam rising rapidly despite the depreciation of the US dollar internationally?-0,3%
• 27 Feb 2020Dollar struggle owes to build up of Fed rate cut expectations - Credit Argricole-0,5%
• 29 Jul 2026ING Says Dollar to Take Cue from Oil Prices If Fed Holds Rate | Financial Post-0,9%

Setelah 151 peristiwa makro bullish sebelumnya, Jagung bergerak median +0,2% selama 5 sesi (57% lebih tinggi; separuh tengah -0,9% sampai +1,4%), dan -0,3% selama 20 sesi.

• 22 Okt 2020Goldman Sachs: Commodities bull market ahead on dollar, inflation risk+1,6%
• 17 Jun 2019FX Talking: The beginning of the end of the dollar’s rally | reports | ING THINK-0,8%
• 30 Apr 2021Inflation-tolerant Fed will boost commodity prices | Reuters+5,0%
• 17 Mar 2017Dollar crunched by cautious Fed, bonds and commodities cheer | Daily FT-1,8%
• 22 Agu 2025Commodity Prices Surge As Powell Signals September Fed Rate Cut | FXEmpire-0,6%

Setelah 123 peristiwa makro bullish sebelumnya, Kedelai bergerak median +0,3% selama 5 sesi (60% lebih tinggi; separuh tengah -1,0% sampai +1,8%), dan -0,4% selama 20 sesi.

• 22 Okt 2020Goldman Sachs: Commodities bull market ahead on dollar, inflation risk-1,4%
• 17 Jun 2019FX Talking: The beginning of the end of the dollar’s rally | reports | ING THINK+0,7%
• 30 Apr 2021Inflation-tolerant Fed will boost commodity prices | Reuters+4,1%
• 22 Agu 2025Commodity Prices Surge As Powell Signals September Fed Rate Cut | FXEmpire-0,6%
• 20 Feb 2018Why the commodity rally will get back on track | Wood Mackenzie+1,2%