
Global government bonds and stocks extended their selloff after a much hotter-than-expected US CPI reading. Markets raised expectations for the peak in US interest rates to around 4% and the US yield curve inverted for the first time since April.
Expectations of more aggressive tightening strengthen the dollar and weigh on risk assets and commodities, while a recession signal could reduce demand for feed and livestock products.
Setelah 2.356 peristiwa makro bullish sebelumnya, Dolar AS (Luas) bergerak median +0,2% selama 5 sesi (60% lebih tinggi; separuh tengah -0,3% sampai +0,7%), dan +0,4% 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.