
Fed Chair Powell's Jackson Hole speech and the FOMC statement formally adopted average inflation targeting, allowing inflation to run above 2% to compensate for past undershoots. Analysts at ING say the language gives the Fed flexibility to keep rates low and supports modest yield curve steepening and dollar weakness.
A dovish Fed framework keeps real rates low and pressures the dollar, which can support commodity prices and firm up demand for hard assets.
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.