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ING analysts report that commodities rallied strongly in the first two months of 2021, led by oil, and that G10 commodity currencies have outperformed EM commodity currencies. They argue that long-term undervaluation could help the Russian rouble benefit from a second-half oil rally, while a decline in iron ore should weigh on the Australian dollar more than the Brazilian real.
A continued copper rally should support the Chilean peso.
Commodity currencies move with commodity export prices, so a second-half oil rally could strengthen petro-currencies and affect input costs for feed and biofuel supply chains. The analysis is an outlook rather than a new supply or demand event, so the direct effect on feed prices is limited.
think.ing.comFrancesco Pesole, Warren Patterson2021年3月3日在过去 487 次看涨的宏观事件之后，原油(WTI) 在 5 个交易日内中位数变动 +1.0%（60% 上涨；中间一半区间为 -2.0% 至 +4.0%），20 个交易日内为 +1.5%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件；仅描述已发生的情况，不代表未来走势。不构成投资建议。
