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A shipping report says the Baltic Dry Index rose strongly in the first three quarters of 2018 but Q4 gains are unlikely. Chinese iron ore imports were down 0.5% over the first ten months, and U.S. Gulf soybean shipments to China are expected to fall well short of last year.
The author says the trade war will disappoint peak-season U.S. soybean exports.
Lower soybean export volumes to China reduce dry-bulk demand and weigh on freight rates for grain cargoes. Weaker U.S. export flows add pressure on soybean prices and export basis.
在过去 803 次看跌的贸易事件之后,大豆 在 5 个交易日内中位数变动 +0.0%(51% 上涨;中间一半区间为 -1.7% 至 +1.7%),20 个交易日内为 +0.9%。
历史可比事件尚不足,暂无法给出历史解读。
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。