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USDA's June Cattle on Feed report showed May placements at 92% of last year and marketings at 90%, leaving on-feed inventory at 99% of a year ago. Texas placements fell 17% and Oklahoma placements fell 22%, which analysts attribute to the ban on Mexican cattle imports over New World screwworm.
The loss of Mexican feeder imports is tightening domestic feeder supply, which could create a sizable annualized deficit and support feeder cattle prices.
在过去 122 次看涨的疫病事件之后,架子牛 在 5 个交易日内中位数变动 +0.4%(60% 上涨;中间一半区间为 -1.0% 至 +1.6%),20 个交易日内为 +2.0%。
在过去 148 次看涨的疫病事件之后,活牛 在 5 个交易日内中位数变动 +0.4%(62% 上涨;中间一半区间为 -0.5% 至 +1.2%),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。