読み込み中…
Live cattle futures sold off on April 1 after HPAI was found in dairy cows in Texas and a dairy worker became the second known human case in the U.S. Traders pulled back, and the April contract fell toward $180 while the weighted average cash price had reached $188.10. The author argues that the selloff was driven by fear rather than fundamentals.
The selloff lowered cattle futures and gave packers cheaper cattle, which pressures livestock feed demand and prices. Analysts see little food-chain exposure, so prices could recover if fear fades.
wlj.netPete Crow, WLJ publisher emeritus2024/04/05過去の弱気な疾病イベント70件の後、生牛 は5営業日で中央値 +0.0% 動き（51% が上昇。中央50%は -1.7% から +1.0%）、20営業日では +0.4% 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。
