ABN AMRO raised its US growth outlook after stronger Chinese growth and expected large fiscal stimulus. It also expects slightly higher US rates, a Fed taper starting in 2022, and a bottoming dollar, all of which it says are headwinds for commodities.
A firmer dollar and tighter policy later would weigh on dollar-priced grains and meals, partly offset by stronger cyclical demand.
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.