Oklahoma State livestock marketing specialist Derrell Peel says the cattle market has swung sharply during the coronavirus pandemic, with live cattle and boxed beef both affected. He calls it a unique, prolonged shock unlike past single-event disruptions such as BSE or the Cargill fire.
He says the U.S. is likely in a recession and the macro fallout will follow once the pandemic subsides.
Demand shock from pandemic-driven foodservice closures and recession fears pressures fed cattle and boxed beef values, with uncertainty over the duration of the outbreak keeping price volatility high for feeder buyers.
在过去 70 次看跌的疫病事件之后,活牛 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 +1.0%),20 个交易日内为 +0.4%。
在过去 46 次看跌的疫病事件之后,架子牛 在 5 个交易日内中位数变动 +0.3%(54% 上涨;中间一半区间为 -2.3% 至 +1.6%),20 个交易日内为 +1.8%。
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。