Oklahoma State economist Derrell Peel discusses a study estimating that eliminating U.S. beef imports and exports would cause a $129 billion net loss to the feeder cattle industry and about $68 billion to the fed industry. He says the loss would lead to lower cattle values and a smaller long-run industry.
The study shows that U.S. cattle prices depend on trade access, and a loss of export or import outlets would reduce feeder and fed cattle values. The result is a long-term structural contraction rather than a short-term price move.
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%。
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%。
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。