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Beef Magazine's Wes Ishmael argues that cattle cycle inventory swings are narrowing, citing a K-State study of cow numbers across cycles. He says growing carcass weights and strong demand, including international, make a deep trough unlikely.
A flatter cattle cycle with heavier carcasses and steady demand supports cattle prices over the long run, though it reduces the historical pull toward cow liquidation and feed-intensive herd rebuilding.
在过去 78 次中性的报告事件之后,活牛 在 5 个交易日内中位数变动 +0.2%(54% 上涨;中间一半区间为 -1.0% 至 +1.0%),20 个交易日内为 +0.7%。
在过去 44 次中性的报告事件之后,架子牛 在 5 个交易日内中位数变动 +0.3%(59% 上涨;中间一半区间为 -0.9% 至 +1.0%),20 个交易日内为 +0.5%。
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。