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The US cattle inventory is at a 74-year low while cattle and retail beef prices are at record highs ahead of peak grilling season. An American Farm Bureau economist warned that consumer willingness to keep buying beef at high prices is uncertain, and New World Screwworm remains a threat.
A historically small herd keeps cattle and beef prices elevated, but demand risk at record retail prices and screwworm threats could cap upside and create volatility.
在过去 148 次看涨的疫病事件之后,活牛 在 5 个交易日内中位数变动 +0.4%(62% 上涨;中间一半区间为 -0.5% 至 +1.2%),20 个交易日内为 +1.4%。
在过去 122 次看涨的疫病事件之后,架子牛 在 5 个交易日内中位数变动 +0.4%(60% 上涨;中间一半区间为 -1.0% 至 +1.6%),20 个交易日内为 +2.0%。
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。