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Forex.com argues that the US dollar could be undervalued if commodities keep rising, because rising commodities are inflationary. That would reduce the central bank room to cut rates, and the Fed may not cut at all this year.
Persistent commodity inflation could delay rate cuts and keep the dollar firm, which would cap dollar-denominated commodity prices. The link to feed markets is indirect.
在过去 2,356 次看涨的宏观事件之后,美元(广义) 在 5 个交易日内中位数变动 +0.2%(60% 上涨;中间一半区间为 -0.3% 至 +0.7%),20 个交易日内为 +0.4%。
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。