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Rabobank's Beef Quarterly for Q3 2019 names trade uncertainty as the dominant theme, citing the US-China trade war, Brexit and new Mercosur access to the EU. It reports beef demand in China lifted imports by more than 50% year on year in the first half of 2019.
Supply is solid in the US and tight in Australia and New Zealand.
Strong Chinese beef import demand supports global beef prices and cattle values, while trade uncertainty adds volatility to export flows.
在过去 65 次中性的贸易事件之后,活牛 在 5 个交易日内中位数变动 +0.3%(57% 上涨;中间一半区间为 -0.5% 至 +1.4%),20 个交易日内为 +2.5%。
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。