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University of Wisconsin dairy policy analyst Mark Stephenson said the pandemic's third US surge, not yet peaked as of Oct. 22, will continue to weigh on dairy demand.
Food service sales, which account for over half of cheese and butter consumption, remain sharply reduced, with pizza a notable exception.
Persistent foodservice weakness limits dairy product demand and milk price recovery into 2021. Lower dairy margins may restrain herd expansion and feed purchases.
在过去 49 次看跌的宏观事件之后,牛奶(III类) 在 5 个交易日内中位数变动 -0.6%(33% 上涨;中间一半区间为 -8.5% 至 +0.6%),20 个交易日内为 -7.5%。
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。