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US dairy prices have risen double digits this year, driven by domestic demand recovery from food service reopening and higher exports, with nonfat dry milk exports up 12% and cheese exports up 9%. The US milk cow herd fell to 9.4 million head in September, down 85,000 from the May peak, and western drought has raised feed costs for corn and hay.
A shrinking herd and drought-driven feed cost increases tighten milk supply, supporting dairy prices while raising corn and hay demand concerns for feed buyers.
在过去 20 次看涨的宏观事件之后,牛奶(III类) 在 5 个交易日内中位数变动 +0.1%(55% 上涨;中间一半区间为 -0.1% 至 +2.4%),20 个交易日内为 +2.4%。
在过去 151 次看涨的宏观事件之后,玉米 在 5 个交易日内中位数变动 +0.2%(57% 上涨;中间一半区间为 -0.9% 至 +1.4%),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。