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Latest trade data shows US beef exports fell 8.2% year over year in March and 5.9% in the first quarter of 2024, following a 14.3% drop in 2023. Mexico was the only major market growing, up 11.7% in the first quarter, while Japan, South Korea and China/Hong Kong all declined.
Beef imports in March rose 10.6%.
Weaker US beef exports and rising imports soften domestic beef demand, which weighs on cattle prices. Mexico's growth offers some support for beef export demand.
在过去 121 次看跌的贸易事件之后,活牛 在 5 个交易日内中位数变动 -0.6%(40% 上涨;中间一半区间为 -1.6% 至 +0.8%),20 个交易日内为 -0.3%。
在过去 87 次看跌的贸易事件之后,架子牛 在 5 个交易日内中位数变动 +0.4%(54% 上涨;中间一半区间为 -3.2% 至 +1.9%),20 个交易日内为 +1.1%。
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。