
Live and feeder cattle futures fell the week of August 31 as Trump's beef import plan and the reopening of the Mexican border to feeder cattle weighed on sentiment. The plan allows up to 100,000 metric tons of lean trimmings per month without TRQ tariffs.
Brazil and Paraguay are likely to benefit most, since they fill the Other Countries quota.
Duty-free lean trimmings imports and resumed Mexican feeder cattle flows add supply to the US market, pressuring cattle prices.
在过去 30 次看跌的政策事件之后,活牛 在 5 个交易日内中位数变动 -0.8%(43% 上涨;中间一半区间为 -2.0% 至 +1.1%),20 个交易日内为 +0.9%。
在过去 24 次看跌的政策事件之后,架子牛 在 5 个交易日内中位数变动 +0.3%(54% 上涨;中间一半区间为 -3.3% 至 +1.2%),20 个交易日内为 +0.5%。
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。
Cattle futures fell the week of Aug 31 on the beef import plan and Mexican feeder cattle reopening, a direct sentiment and supply driver.