
President Trump's comments on beef prices, including a fourfold increase in the Argentine beef import quota and plans to drop reciprocal tariffs on food, have pushed cattle futures lower. Open interest in live cattle has fallen more than 70,000 contracts from its peak.
December live cattle is down $33 and January feeders are down $70 from October 16 highs.
Expanded beef import quotas and tariff cuts increase expected supply and weaken domestic cattle demand. Futures prices have repriced lower on policy expectations.
在过去 30 次看跌的政策事件之后,活牛 在 5 个交易日内中位数变动 -0.8%(43% 上涨;中间一半区间为 -2.0% 至 +1.1%),20 个交易日内为 +0.9%。
在过去 24 次看跌的政策事件之后,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 -3.3% 至 +1.2%),20 个交易日内为 +0.5%。
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。