Argentina farmers digest primary election shock, wait to export despite weaker peso

過去の強気なマクロイベント123件の後、大豆 は5営業日で中央値 +0.3% 動き（60% が上昇。中央50%は -1.0% から +1.8%）、20営業日では -0.4% 動きました。

• 2021/04/11Argentine farmers, facing peso uncertainty, hoard soya despite high prices - Markets - Business Recorder+2.2%
• 2018/05/16‘Start selling so dollars come in,’ Argentine soybean farmers are told+1.2%
• 2023/04/26Muddle-through is not enough for Argentina as peso faces fresh pressure | Financial Post-0.4%
• 2021/05/07Fed's super-easy policy likely to stick after weak jobs report+0.4%
• 2023/04/13China's exports rise unexpectedly, but economists warn of weakness ahead+0.1%

過去の強気なマクロイベント151件の後、トウモロコシ は5営業日で中央値 +0.2% 動き（57% が上昇。中央50%は -0.9% から +1.4%）、20営業日では -0.3% 動きました。

• 2019/11/01Argentina imposes more money exchange restrictions to defend reserves — MercoPress+0.4%
• 2018/06/04FoodFarmNews: China’s pig farmers plan to produce mega hog-farms to meet demands of world’s biggest pork market-2.0%
• 2023/04/26Muddle-through is not enough for Argentina as peso faces fresh pressure | Financial Post-2.1%
• 2023/04/26Argentina: A desperate search for a door as currency tumbles | AP News-2.1%
• 2023/03/31Argentina's dollars drain fastest since 2019 as IMF decision looms | Kitco News-1.2%

過去の強気なマクロイベント44件の後、大豆粕 は5営業日で中央値 -0.6% 動き（34% が上昇。中央50%は -1.9% から +0.9%）、20営業日では -2.9% 動きました。

• 2021/04/11Argentine farmers, facing peso uncertainty, hoard soya despite high prices - Markets - Business Recorder-0.1%
• 2018/05/16‘Start selling so dollars come in,’ Argentine soybean farmers are told-1.3%
• 2025/08/01Argentine Peso Posts Worst Month Since Milei’s 2023 Devaluation+3.3%
• 2022/06/29Three Signs Show That Argentina Is Heading to a Devaluation - Bloomberg-1.1%
• 2019/11/01Argentina imposes more money exchange restrictions to defend reserves — MercoPress+0.4%