Rabobank's Beef Quarterly says the global beef outlook is strong on favorable prices and higher consumption and production in Q2. It flags US drought stress affecting 70% of beef cows and tighter fed cattle supplies through Q4.
US drought reducing grazing and fed cattle supply supports cattle prices, while strong global beef demand supports the broader protein complex.
在过去 268 次看涨的报告事件之后,活牛 在 5 个交易日内中位数变动 +0.3%(58% 上涨;中间一半区间为 -0.7% 至 +1.4%),20 个交易日内为 +1.7%。
在过去 227 次看涨的报告事件之后,架子牛 在 5 个交易日内中位数变动 +0.4%(57% 上涨;中间一半区间为 -1.2% 至 +1.5%),20 个交易日内为 +1.1%。
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。
Rabobank's May 24 outlook flagged drought stress on 70% of beef cows and tighter fed cattle supplies through Q4, a bullish supply signal released on the move date.