◂ Linimasa Peristiwa

17 Jun 2019MAKROGlobal

FX Talking: The beginning of the end of the dollar’s rally

ING expects escalation of the US-China trade conflict and at least two Fed rate cuts, suggesting the dollar rally has peaked. It forecasts USD/CNY held below 7.00 and Latin American currencies outperforming.

MENGAPA INI PENTING

A weaker dollar and firmer Latin American currencies tend to support dollar-denominated commodity prices, while Brazilian real strength can encourage farmer selling of soy and corn.

BERDAMPAK PADADolar AS (Luas)▼Real Brasil (BRL per USD)▼Kedelai▲Jagung▲

1 SUMBER
think.ing.comChris Turner, Francesco Pesole17 Jun 2019

Reaksi harga & riwayat

Dolar AS (Luas)▼bearishSEJAUH INI1d +0,1%5d -0,9%20d -1,1%

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.

14 Jul 2023FX Talking July: The dollar’s break point | reports | ING THINK+0,4%
23 Mar 2020FX Talking: I need a dollar | reports | ING THINK-2,0%
29 Jan 2018G10 FX Week Ahead: State of the dollar | ING THINK+0,4%
24 Jan 2024FX Daily: Unwinding the spurious dollar rally | articles | ING THINK-0,4%
16 Apr 2025G10 FX Talking: The medium-term dollar bear trend develops | articles | ING THINK-1,1%

Real Brasil (BRL per USD)▼bearishSEJAUH INI1d -0,2%5d -1,9%20d -3,7%

Setelah 213 peristiwa makro bearish sebelumnya, Real Brasil (BRL per USD) bergerak median -0,2% selama 5 sesi (46% lebih tinggi; separuh tengah -1,5% sampai +0,9%), dan +0,2% selama 20 sesi.

16 Feb 2024Latam FX Talking: Rethinking the real | ING THINK+0,0%
10 Jul 2024Latam FX Talking: Making the most of a short-lived rebound | articles | ING THINK+0,5%
4 Des 2020LATAM FX Talking: FX gains as risk appetite solidifies | reports | ING THINK-1,1%
14 Jul 2023Latam FX Talking: The beneficiary of emerging market portfolio flows | articles | ING THINK-0,1%
15 Sep 2025Latam FX Talking: Carry trade remains the dominant theme | articles | ING THINK-0,5%

Kedelai▲bullishSEJAUH INI1d +1,8%5d +0,7%20d +0,6%

Setelah 123 peristiwa makro bullish sebelumnya, Kedelai bergerak median +0,3% selama 5 sesi (60% lebih tinggi; separuh tengah -1,0% sampai +1,8%), dan -0,4% selama 20 sesi.

15 Nov 2023FX Daily: Dollar bears may have jumped the gun | articles | ING THINK+0,6%
29 Jan 2026What the sinking U.S. dollar means to Canada and world+1,6%
21 Feb 2021Go Behind the Chinese Grain Market Rally of 2020/21 | StoneX+2,0%
31 Okt 2023US dollar falls as markets believe Fed is done hiking rates | Reuters+4,5%
4 Nov 2019The Dollar Advances as Fed Rate Guidance and Trade War Headlines Offer Support-0,5%

Jagung▲bullishSEJAUH INI1d +0,8%5d -0,8%20d -0,8%

Setelah 151 peristiwa makro bullish sebelumnya, Jagung bergerak median +0,2% selama 5 sesi (57% lebih tinggi; separuh tengah -0,9% sampai +1,4%), dan -0,3% selama 20 sesi.

15 Nov 2023FX Daily: Dollar bears may have jumped the gun | articles | ING THINK-0,8%
29 Jan 2026What the sinking U.S. dollar means to Canada and world-0,3%
21 Feb 2021Go Behind the Chinese Grain Market Rally of 2020/21 | StoneX+1,6%
31 Okt 2023US dollar falls as markets believe Fed is done hiking rates | Reuters+1,1%
4 Nov 2019The Dollar Advances as Fed Rate Guidance and Trade War Headlines Offer Support+0,9%

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.

Dolar AS (Luas) DXY · GP ▸

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Real Brasil (BRL per USD) USDBRL · GP ▸

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