
The US dollar has peaked and is likely to decline over the next six to 12 months as safe-haven demand fades. Gold has broken out to a record high, and the Australian dollar has risen about 30% from its March low, now above US$0.70.
The note links these moves to a weaker dollar and higher commodity prices.
A weaker dollar tends to support dollar-priced commodities and can make US feed ingredients cheaper for non-US buyers. The analysis is investment-focused and carries limited direct price signal for feed ingredients.
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.
Belum cukup peristiwa historis yang sebanding untuk analisis historis.
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.