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Bloomberg reports U.S. pork production is poised for an all-time high in 2018 and rising again in 2019, while tariffs from China and Mexico threaten export demand. Hog futures are trading near their lowest seasonal levels since 2002.
Excess domestic pork supply with weakened export outlets is bearish for hog prices and lowers the cost of pork-based feed inputs such as meat and bone meal.
在过去 123 次看跌的贸易事件之后,生猪(瘦肉型) 在 5 个交易日内中位数变动 -0.4%(43% 上涨;中间一半区间为 -2.9% 至 +2.0%),20 个交易日内为 -0.2%。
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。
Bloomberg report of record pork production and tariff threats to exports, with hogs near seasonal lows, is a bearish supply/demand narrative hitting the same day.