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Argentine soy farmers are holding back more of their crop, with 46 percent sold versus 57 percent a year earlier. The hoarding is a response to consumer inflation of 64 percent in June and expected faster price rises.
Slower shipments of soy oil and soy meal are expected as a result.
Reduced farmer selling tightens near-term export supply of soy meal and oil, which supports world prices. Currency and inflation pressures in Argentina are the underlying cause.
在过去 44 次看涨的宏观事件之后,豆粕 在 5 个交易日内中位数变动 -0.6%(34% 上涨;中间一半区间为 -1.9% 至 +0.9%),20 个交易日内为 -2.9%。
在过去 28 次看涨的宏观事件之后,豆油 在 5 个交易日内中位数变动 -1.2%(32% 上涨;中间一半区间为 -2.1% 至 +1.8%),20 个交易日内为 -2.3%。
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。