Tight global wheat story is stuck on repeat, supporting market bears

과거 상승 날씨 이벤트 322건 이후, 밀 (HRW)은 5거래일 동안 중앙값 -0.1% 변동(상승 49%; 중간 50% 범위 -2.5%~+3.2%), 20거래일 동안 +1.0%.

• 2022. 5. 31.Insight: U.S. wheat crop hit by dry winter then soggy spring, adding to global tightness | Reuters-5.3%
• 2022. 4. 22.Rabobank: ‘The wheat market is on fire’-0.1%
• 2019. 12. 10.What Surprises Are Stirring the Global Wheat Markets? | CZ app+12.3%
• 2021. 11. 22.Wheat soars to 9-year peak on supply concerns, strong demand | Reuters+2.3%
• 2022. 3. 9.US Winter Wheat Production Won’t Ease Tight Global Supplies-2.4%

과거 상승 날씨 이벤트 1,072건 이후, 밀 (SRW)은 5거래일 동안 중앙값 +0.2% 변동(상승 55%; 중간 50% 범위 -1.4%~+2.3%), 20거래일 동안 +0.3%.

• 2022. 5. 31.Insight: U.S. wheat crop hit by dry winter then soggy spring, adding to global tightness | Reuters-1.4%
• 2022. 6. 16.Internal woes blunt Argentina’s wheat export clout amid tight global supplies - Fastmarkets-2.3%
• 2022. 4. 22.Rabobank: ‘The wheat market is on fire’+8.5%
• 2021. 5. 13.A"maize"ing global support for wheat prices | The Land | NSW-1.8%
• 2019. 12. 10.What Surprises Are Stirring the Global Wheat Markets? | CZ app+2.5%