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UBS economists argue that the dollar's broad 2026 decline will have a smaller effect on US inflation than tariffs did. Most US import contracts are priced in dollars and fixed for their duration, so currency moves pass through slowly.
Because import contracts are dollar-denominated and fixed, a weaker dollar does not immediately raise US costs for imported feed inputs. Any commodity price effect from the currency should therefore build gradually.
ubs.com2026年1月30日在过去 359 次中性的宏观事件之后，美元(广义) 在 5 个交易日内中位数变动 -0.0%（49% 上涨；中间一半区间为 -0.4% 至 +0.4%），20 个交易日内为 -0.1%。
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。
