
Rabobank reports that the global poultry market is performing relatively well in the second half of 2018 but is being challenged by trade volatility, mainly linked to Brazil. Other challenges include rising grain and oilseed price volatility from drought and trade issues, and concerns about avian influenza as the northern hemisphere winter approaches.
Analyst Nan-Dirk Mulder says China's African swine fever outbreak could indirectly affect global poultry markets.
A large liquidation of China's pig herd could pressure Chinese meat prices and, later, shift demand toward poultry. Grain and oilseed volatility also feeds through to poultry costs.
Tras 159 eventos bajista de informe pasados, Cerdo magro se movió una mediana de -0,2 % en 5 sesiones (47% al alza; mitad central entre -2,2 % y +1,3 %), y +1,0 % en 20.
Todavía no hay suficientes eventos comparables pasados para una lectura histórica.
Variaciones de la referencia de cada materia prima desde el último cierre antes del evento. Las lecturas históricas agrupan eventos pasados del mismo tipo; describen lo ocurrido, no lo que ocurrirá. No es asesoramiento de inversión.