Global prices, bumper crop, monsoon bring relief: Farm clouds begin to clear

과거 중립 거시 이벤트 13건 이후, 밀 (SRW)은 5거래일 동안 중앙값 -0.3% 변동(상승 46%; 중간 50% 범위 -2.0%~+0.2%), 20거래일 동안 -2.0%.

• 2023. 3. 14.Assessing tight global wheat stocks and their role in price volatility | IFPRI-2.1%
• 2019. 6. 27.Markets analysis: cropping margins for 2020 - Farmers Weekly-8.5%
• 2018. 6. 4.Market Outlook Considerations for Week Beginning June 4, 2018+0.2%
• 2018. 5. 14.Inflation forces building+0.7%
• 2018. 5. 31.Should U.S. Farmers Fret Over Falling Ag Currencies?+0.2%

과거 거시 이벤트 43건 이후, 조곡(벼)은 5거래일 동안 중앙값 +0.5% 변동(상승 56%; 중간 50% 범위 -2.0%~+2.3%), 20거래일 동안 +1.6%.

• 2024. 7. 19.Commodity prices falling for very different reasons - PricePedia+5.0%
• 2025. 11. 14.Thai rice sector in crisis as yields fall, costs rise and export prices hit 15-year low-0.9%
• 2017. 3. 30.Rise prices rise in India, Thailand on stronger currencies+3.1%
• 2025. 8. 21.Japan core inflation dips to lowest since March as rice prices cool-4.4%

과거 중립 거시 이벤트 15건 이후, 우유 (Class III)은 5거래일 동안 중앙값 -0.2% 변동(상승 27%; 중간 50% 범위 -2.1%~+0.1%), 20거래일 동안 -3.2%.

• 2026. 4. 9.U.S. dairy market structure shifts to short on protein, long on butterfat, by: Corey Geiger - Dairy Producer-1.4%
• 2026. 8. 31.Kiwi braces for RBNZ decision, Aussie tries to steady after setback - Markets - Business Recorder-2.9%
• 2022. 2. 15.Inflation, interest rates, labor and logistics will marginalize higher milk prices+0.3%
• 2023. 1. 25.Strong dairy product exports impact U.S. milk prices – AgriNews+0.3%
• 2022. 4. 18.High costs expected to stress dairy margins | Capital Press-0.0%