불러오는 중…
Monthly World Agricultural Supply and Demand Estimates, 12:00 ET. Updates US and world balance sheets and season-average price projections.
Surprises: US corn ending stocks 2,222 mil bu vs prior 1,342 (+65.6%, bearish); US soybean ending stocks 335 mil bu vs prior 210 (+59.5%, bearish); US corn season-avg farm price 4.8 $/bu vs prior 6.6 (-27.3%, bearish); US soybean meal price 365 $/st vs prior 465 (-21.5%, bearish); World soybean ending stocks 122.5 mmt vs prior 100.29 (+22.1%, bearish); US soybean season-avg farm price 12.1 $/bu vs prior 14.3 (-15.4%, bearish); US corn exports 2,100 mil bu vs prior 1,850 (+13.5%, bullish); US soybean oil price 58 ¢/lb vs prior 64 (-9.4%, bearish); US…
USDA WAOB과거 보고서 이벤트 3,207건 이후, 옥수수은 5거래일 동안 중앙값 +0.2% 변동(상승 54%; 중간 50% 범위 -1.3%~+1.7%), 20거래일 동안 +0.5%.
과거 보고서 이벤트 2,389건 이후, 대두은 5거래일 동안 중앙값 0.0% 변동(상승 50%; 중간 50% 범위 -1.6%~+1.9%), 20거래일 동안 +0.1%.
과거 보고서 이벤트 1,283건 이후, 대두박은 5거래일 동안 중앙값 -0.1% 변동(상승 47%; 중간 50% 범위 -2.0%~+1.7%), 20거래일 동안 -0.2%.
과거 보고서 이벤트 686건 이후, 대두유은 5거래일 동안 중앙값 -0.0% 변동(상승 49%; 중간 50% 범위 -1.8%~+2.0%), 20거래일 동안 -0.0%.
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.
The May WASDE projected higher U.S. and global soybean stocks and lower prices for the new marketing year, weighing on sentiment.
The May WASDE projected higher 2023/24 soybean stocks and a lower soybean meal price, providing a bearish supply and price outlook ahead of the move.
May 12 WASDE showed a huge bearish surprise, with 2023/24 US corn ending stocks up 65% from the prior figure and a much lower season-average price, which likely triggered the sharp one-day selloff.
May 12 WASDE showed a large bearish surprise in 2023/24 US corn ending stocks (2,222 vs 1,342 mil bu) and a sharply lower season-average price, triggering the selloff.
May 12 WASDE showed far larger than expected 2023/24 US soybean ending stocks (335 vs 210 mil bu) and lower price projections, a bearish supply shock that started the selloff.
The May 12 WASDE raised US and world soybean stocks and cut the projected soybean oil price from 64 to 58 cents/lb, a bearish supply and price shock that points directly at the soyoil drop.
