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Danish analyst Agrocura expects EU milk prices to rise in the second half of 2018 after a weak first half. Drivers cited include a stronger US dollar, lower milk powder and butter stocks, drought in northern Europe, higher oil prices, and possible New Zealand production problems.
Drought in northern Europe and tighter dairy stocks could cut EU milk supply and lift dairy prices for feed buyers.
在过去 32 次看涨的天气事件之后,牛奶(III类) 在 5 个交易日内中位数变动 +0.1%(50% 上涨;中间一半区间为 -0.7% 至 +3.4%),20 个交易日内为 +3.2%。
在过去 15 次看涨的天气事件之后,美元(广义) 在 5 个交易日内中位数变动 +0.1%(53% 上涨;中间一半区间为 -0.3% 至 +0.2%),20 个交易日内为 -0.6%。
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。