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Argentine farmers are holding back soybeans despite high prices to hedge against the weakening peso, which fell 29.6% over 12 months to 92.4 per dollar. Only 31% of the 2020/21 crop had been sold as of March 31, versus 37% a year earlier.
Slow farmer selling reduces Argentine export supply of soymeal and oil, which supports world meal prices. Currency volatility is a key factor behind the holding.
在过去 44 次看涨的宏观事件之后,豆粕 在 5 个交易日内中位数变动 -0.6%(34% 上涨;中间一半区间为 -1.9% 至 +0.9%),20 个交易日内为 -2.9%。
在过去 123 次看涨的宏观事件之后,大豆 在 5 个交易日内中位数变动 +0.3%(60% 上涨;中间一半区间为 -1.0% 至 +1.8%),20 个交易日内为 -0.4%。
历史可比事件尚不足,暂无法给出历史解读。
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。