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CoBank's quarterly update says the Ukraine-Russia war mainly affects grain and energy markets, while global trade should keep growing. It expects the Federal Reserve to raise rates by 250 basis points in 2022, possibly more.
CoBank also expects inflation and commodity prices to ease by summer.
Expected Fed tightening tends to strengthen the US dollar and can weigh on commodity prices, which matters for feed input costs and export competitiveness.
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。