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FarmWeek reports that coronavirus-driven closures and cancellations clouded the March USDA Cattle on Feed report. Analyst Rich Nelson said wholesale beef rebounded over $40 as consumers stockpiled, but that gain had not carried into cash cattle.
He expects tight fourth-quarter supply.
A wholesale beef rebound that does not reach cash cattle creates a margin squeeze for packers and uncertainty for feeders. Tighter supply later in the year could support fed cattle prices.
farmweeknow.comDANIEL GRANT FarmWeek2020. 3. 20.과거 중립 보고서 이벤트 78건 이후, 생우은 5거래일 동안 중앙값 +0.2% 변동(상승 54%; 중간 50% 범위 -1.0%~+1.0%), 20거래일 동안 +0.7%.
과거 중립 보고서 이벤트 44건 이후, 비육용 소은 5거래일 동안 중앙값 +0.3% 변동(상승 59%; 중간 50% 범위 -0.9%~+1.0%), 20거래일 동안 +0.5%.
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.
Wholesale beef rebounded over $40 on stockpiling and the Cattle on Feed report came in with some support, underpinning futures gains despite confusion.
Wholesale beef rebounded over $40 on consumer stockpiling and the Cattle on Feed report with tight Q4 supply expectations supported futures.
Wholesale beef rebounded over $40 on consumer stockpiling and the Cattle on Feed report was seen as supportive with tight Q4 supply, which underpinned futures buying.
