
Maxum Foods' November 2020 global dairy update says markets remained calm despite rising COVID-19 infections and returning movement restrictions, with the US cheese market turbulent. It notes that milk growth outside the US will slow as weather and feed costs weigh on production, and that buyers in price-sensitive export markets may not restock.
Expected slower milk growth outside the US and cautious import demand could support dairy prices, while higher feed costs cut into producer margins and feed demand.
在过去 15 次中性的宏观事件之后,牛奶(III类) 在 5 个交易日内中位数变动 -0.2%(27% 上涨;中间一半区间为 -2.1% 至 +0.1%),20 个交易日内为 -3.2%。
在过去 78 次中性的宏观事件之后,玉米 在 5 个交易日内中位数变动 +0.3%(55% 上涨;中间一半区间为 -1.1% 至 +1.6%),20 个交易日内为 -0.6%。
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。