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The Fed's first rate cut has given it a faster pace of easing than peers such as the ECB, which narrows the US rate advantage. The analysis expects the Fed to cut by about 75 basis points more before year-end, with the dollar's interest rate advantage narrowing over time.
A narrowing rate gap can gradually weaken the dollar, but the analysis argues it is not enough alone to drive sustained dollar weakness, so the net effect on commodity prices is limited.
juliusbaer.comDavid Kohl, David A. Meier, Dario Messi, Mathieu Racheter, Carsten Menke2024年9月23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。
