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Analyst Matt Gould said 2018 is the fourth straight year of poor farm milk prices, but domestic cheese and butter demand is strong and global dairy demand is robust. He said the main obstacles are trade disputes with China and Mexico, and that a Mexico tariff repeal would help.
Market access rather than demand is the constraint, so resolving trade disputes could lift milk prices and dairy feed demand.
leadertelegram.comLee Mielke2018年11月5日在过去 18 次中性的贸易事件之后，牛奶(III类) 在 5 个交易日内中位数变动 -0.4%（39% 上涨；中间一半区间为 -2.9% 至 +1.1%），20 个交易日内为 -3.0%。
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。
