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The American Farm Bureau economist describes US cattle producers finally earning dependable returns after years of losses, with the herd at 86.7 million head on January 1, 2025, the lowest in 74 years. He warns that record production costs and market interventions to lower beef prices could discourage herd rebuilding.
Herd rebuilding would eventually raise feed demand, but interventions that depress cattle prices could stall restocking, weighing on the longer-term outlook for feed grains and byproducts.
fb.orgBernt Nelson2025年10月29日在过去 18 次中性的宏观事件之后，活牛 在 5 个交易日内中位数变动 +0.1%（61% 上涨；中间一半区间为 -1.0% 至 +1.6%），20 个交易日内为 +1.0%。
在过去 56 次宏观事件之后，架子牛 在 5 个交易日内中位数变动 +0.1%（52% 上涨；中间一半区间为 -1.6% 至 +1.3%），20 个交易日内为 +1.4%。
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。
