Monthly World Agricultural Supply and Demand Estimates, 12:00 ET. Updates US and world balance sheets and season-average price projections.
Surprises: US soybean ending stocks 245 mil bu vs prior 230 (+6.5%, bearish); US corn ending stocks 1,388 mil bu vs prior 1,470 (-5.6%, bullish); US wheat ending stocks 610 mil bu vs prior 639 (-4.5%, bullish); US wheat exports 825 mil bu vs prior 800 (+3.1%, bullish); World corn ending stocks 306.68 mmt vs prior 312.94 (-2.0%, bullish).
在过去 3,207 次报告事件之后,玉米 在 5 个交易日内中位数变动 +0.2%(54% 上涨;中间一半区间为 -1.3% 至 +1.7%),20 个交易日内为 +0.5%。
在过去 2,389 次报告事件之后,大豆 在 5 个交易日内中位数变动 0.0%(50% 上涨;中间一半区间为 -1.6% 至 +1.9%),20 个交易日内为 +0.1%。
在过去 1,283 次报告事件之后,豆粕 在 5 个交易日内中位数变动 -0.1%(47% 上涨;中间一半区间为 -2.0% 至 +1.7%),20 个交易日内为 -0.2%。
在过去 686 次报告事件之后,豆油 在 5 个交易日内中位数变动 -0.0%(49% 上涨;中间一半区间为 -1.8% 至 +2.0%),20 个交易日内为 -0.0%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。
WASDE showed US soybean ending stocks (245 mil bu) above expectations and above the prior estimate, a bearish surprise that pressured the soy complex including meal.
The Aug 12 WASDE raised US soybean ending stocks to 245 mil bu from 230 (bearish supply surprise), which plausibly pressured soybean meal at the start of the 5-day window, though the size of the -11% drop likely also reflects other factors such as crop weather and technical selling, and the bullish corn and wheat revisions partly offset it.
The WASDE showed US soybean ending stocks above expectations (245 vs 227-230 mil bu), a bearish supply surprise for soy products.
US soybean ending stocks came in above the prior estimate, which was bearish for supply.