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A Farm Bureau economist analyzes US beef demand, which has stayed strong even as beef prices hit record highs. The piece warns that economic uncertainty could weaken demand, which would pressure fed and feeder cattle prices.
Beef demand is the key variable for cattle prices with supply fixed, so any demand slowdown would pressure cattle values and reduce feedlot margins.
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。