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IRI's October climate briefing reports that the Niño3.4 anomaly was 0.4C, within the neutral range, and that the odds of El Niño continuing through the year dropped to around 40%. It explains differences between human-judged official forecasts and model-only forecasts.
Lower El Niño odds reduce the chance of a drought-driven supply shock in Australia, Southeast Asia or southern Africa, which removes a source of upside pressure on grain and oilseed prices.
在过去 224 次中性的天气事件之后,小麦(SRW) 在 5 个交易日内中位数变动 -0.1%(46% 上涨;中间一半区间为 -1.4% 至 +1.5%),20 个交易日内为 +0.4%。
在过去 19 次中性的天气事件之后,棕榈油 在 5 个交易日内中位数变动 +0.2%(53% 上涨;中间一半区间为 -0.4% 至 +1.1%),20 个交易日内为 +2.4%。
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。