CME live cattle futures declined as large domestic supplies weighed on prices after a fire at a Tyson Foods slaughterhouse in Kansas temporarily removed a major buyer of livestock. The USDA opened an investigation into whether unfair practices explain the wide gap between cattle and beef prices.
Reduced packer capacity has shifted cattle to other plants and pressured cash cattle, which weighs on feeder cattle demand and futures values while the USDA probe adds uncertainty to packer pricing.
過去の弱気な物流イベント29件の後、生牛 は5営業日で中央値 -0.3% 動き(38% が上昇。中央50%は -2.0% から +0.5%)、20営業日では -3.7% 動きました。
過去の弱気な物流イベント20件の後、フィーダー牛 は5営業日で中央値 +1.3% 動き(60% が上昇。中央50%は -0.7% から +2.0%)、20営業日では +2.1% 動きました。
イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。
CME live cattle futures fell as ample cattle supplies met reduced packer demand after the Tyson fire, and the USDA probe added uncertainty, which is the mechanism for the late-August weakness.
CME cattle futures declined on large supplies, the lost Tyson buyer and the USDA probe, which is directly in the move window and pressured feeder cattle.
Futures declined on large supplies and a removed buyer after the fire, plus the USDA probe, a negative sentiment backdrop heading into the Sept 3 drop.