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A GISAID update reports that clade 2.3.4.4b H5N1 continues to circulate among US dairy cows, poultry and other animals. The CDC has confirmed 72 human cases since April 2024, and a mammalian adaptation marker was found in one farm worker.
Some viruses show a change that may slightly reduce oseltamivir susceptibility.
Ongoing spread in dairy and poultry raises the risk of herd and flock losses that could tighten milk and poultry supply. Any signs of human-to-human transmission would be a bigger market shock.
flu.org.cnNov 4, 2026After 22 past neutral disease events, MILK moved a median -0.1% over 5 sessions (41% higher; middle half -1.4% to +0.5%), and +0.2% over 20.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
