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DTN reports fat cattle feeders cannot get bids for over a month while USDA boxed beef cutout rose above $4 per pound, a record. Grocers Kroger, Costco, Walmart and Hy-Vee are limiting meat sales as packing plants shut due to COVID-19.
The widening gap between cash cattle and boxed beef highlights packer disruption that suppresses live cattle demand, a bearish factor for feeder and fed cattle values.
dtnpf.com2020年5月5日在过去 70 次看跌的疫病事件之后，活牛 在 5 个交易日内中位数变动 +0.0%（51% 上涨；中间一半区间为 -1.7% 至 +1.0%），20 个交易日内为 +0.4%。
在过去 46 次看跌的疫病事件之后，架子牛 在 5 个交易日内中位数变动 +0.3%（54% 上涨；中间一半区间为 -2.3% 至 +1.6%），20 个交易日内为 +1.8%。
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。
Record boxed beef cutout above $4/lb and retail rationing signaled strong packer margins, supporting a rebound in depressed fat cattle prices.
Record boxed beef cutout above $4/lb and packing plant shutdowns signaled strong packer margins and a likely resumption of buying, supporting futures despite the cash bid gap.
Record boxed beef above $4/lb with feeders unable to get bids points to a severe supply bottleneck and a large beef-cattle price gap that set up the rebound.
