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University of Nebraska-Lincoln economist Elliott Dennis says US herd liquidation will continue in 2022, with beef cow slaughter up 10% over 2020. Drought and poor forage in Western states have cut hay stocks, and cull cow sales are rising as producers respond to market incentives.
Heavier cow slaughter and heifer marketing tighten the future feeder cattle supply, a bullish signal for feeder cattle prices, though near-term beef supply rises.
在过去 21 次看涨的宏观事件之后,架子牛 在 5 个交易日内中位数变动 +0.2%(62% 上涨;中间一半区间为 -0.7% 至 +1.4%),20 个交易日内为 +2.4%。
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%。
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。