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Julius Baer says the outlook for Fed rate cuts is supporting gold, which reached record highs after the ECB's second cut. It adds that past cycles show lower rates alone do not lift gold without a recession, and that equities usually perform well during easing cycles.
The article covers gold and equities rather than feed inputs, so its direct effect on feed prices is minimal; the main link is a weaker dollar from easing.
juliusbaer.comChristian Gattiker, Mathieu Racheter, Nenad Dinic, Eirini Tsekeridou20 Sep 2024Setelah 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.
