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Cheese demand surged after the Food Box program launched, while fluid and butter prices stayed relatively low. Many producers missed the gains because of federal milk marketing order pricing rules and a 2018 farm bill change, which the American Farm Bureau estimates cost $3 billion.
Pricing rule changes keep dairy revenue uneven even when cheese prices rally, and a possible policy revision could shift milk values. Continued Food Box purchases are expected to keep cheese demand firm.
在过去 93 次中性的政策事件之后,牛奶(III类) 在 5 个交易日内中位数变动 -0.0%(48% 上涨;中间一半区间为 -0.6% 至 +0.6%),20 个交易日内为 +0.2%。
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。