◂ 이벤트 타임라인

2021. 11. 26.질병글로벌

First Thing Today: Grain, livestock markets expected to face pressure from global risk-off trade after Thanksgiving

Concerns over a heavily mutated Covid-19 variant, B.1.1.529, triggered overnight global stock and oil price declines and a bond rally amid heavy risk-off trade. Grain and livestock futures did not trade overnight, but spillover pressure was expected at the open after the U.S. Thanksgiving holiday.

Scientists had fewer than 100 confirmed cases and had not yet drawn conclusions.

중요한 이유

Expected spillover selling could pressure grain and livestock futures, while lower oil prices reduce biofuel and feed-cost support. Uncertainty over the variant's severity keeps volatility elevated.

영향 대상옥수수▼대두▼밀 (SRW)▼생우▼돈육 (Lean Hogs)▼원유 (WTI)▼

출처 1건
profarmer.comBrian Grete2021. 11. 26.

가격 반응 및 이력

옥수수▼하락현재까지1d +0.7%5d -3.2%20d +0.4%

과거 하락 질병 이벤트 175건 이후, 옥수수은 5거래일 동안 중앙값 +0.0% 변동(상승 51%; 중간 50% 범위 -1.7%~+1.5%), 20거래일 동안 +0.6%.

2020. 2. 7.Livestock Markets Strong, Grains Flat, Says CattleFax-0.7%
2022. 11. 2.U.S. corn farmers wary of vomitoxin, latest stress on global grain supplies-1.3%
2021. 3. 10.Resurgence of African Swine Fever in China Threatens Global Grain Demand-9.5%
2021. 4. 22.ASF resurgence in China may slow imports of feedgrains | The Western Producer+11.6%
2020. 1. 28.Coronavirus Fears Prompt Flight to Safety in Commodity Markets - Caixin Global-0.8%

대두▼하락현재까지1d -1.1%5d -1.8%20d +5.2%

과거 하락 질병 이벤트 50건 이후, 대두은 5거래일 동안 중앙값 +0.5% 변동(상승 58%; 중간 50% 범위 -1.7%~+2.4%), 20거래일 동안 +0.0%.

2020. 4. 14.U.S. grains: Soybeans drop as livestock markets drag soymeal lower - Grainews-3.2%
2021. 3. 10.Resurgence of African Swine Fever in China Threatens Global Grain Demand-1.2%
2021. 4. 22.ASF resurgence in China may slow imports of feedgrains | The Western Producer+4.0%
2020. 1. 28.Coronavirus Fears Prompt Flight to Safety in Commodity Markets - Caixin Global-2.3%
2019. 5. 15.Soybeans suffer 1-2 punch from trade fight and a disease that’s ravaging China’s swine herd - MarketWatch+0.5%

밀 (SRW)▼하락현재까지1d -0.2%5d -0.8%20d -3.5%

과거 질병 이벤트 14건 이후, 밀 (SRW)은 5거래일 동안 중앙값 -0.3% 변동(상승 29%; 중간 50% 범위 -0.7%~+0.5%), 20거래일 동안 -0.8%.

2020. 1. 28.Coronavirus Fears Prompt Flight to Safety in Commodity Markets - Caixin Global-0.5%
2020. 2. 26.Why have wheat prices taken a turn for the worse? Grain Market Daily | AHDB-0.2%
2020. 1. 30.Coronavirus likely to drag wheat prices as Chinese demand falls | Analysis & Features | The Grocer-0.0%
2020. 2. 25.Soybeans bounce, corn stabilizes after Monday's coronavirus crash | Financial Post-0.2%
2021. 12. 1.November 2021 Market Letter - IASG+0.7%

생우▼하락현재까지1d +0.1%5d +1.8%20d +1.2%

과거 하락 질병 이벤트 70건 이후, 생우은 5거래일 동안 중앙값 +0.0% 변동(상승 51%; 중간 50% 범위 -1.7%~+1.0%), 20거래일 동안 +0.4%.

2024. 5. 3.Bovine flu still adding pressure in the marketplace | Western Livestock Journal+0.2%
2018. 10. 29.Livestock Lowdown: Monday Midday Livestock Market Summary - Cattle Futures Giving Back Gains+3.1%
2024. 5. 1.LIVESTOCK-Bird-flu testing of US ground beef sinks CME cattle futures | MarketScreener-1.6%
2020. 3. 2.Markets fall apart on virus fear | Western Livestock Journal-5.1%
2020. 5. 15.The divergence in beef marketing margins | Western Livestock Journal+6.2%

각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.

연관 가격 변동

옥수수-3.8%1개 기간 · 2021. 11. 29.까지-3.1σ
Omicron-driven global risk-off selling in equities and crude, with pressure expected at the post-Thanksgiving open, is the most direct sentiment trigger for the corn decline.

옥수수 CORN · GP ▸

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대두 SOY · GP ▸

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