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A University of Arkansas economist argues that global geopolitical and economic uncertainty is weighing on rice exporters and demand outlook. He notes slow growth, low interest rates and rising debt as drivers of populist movements and political change.
He says it is hard to justify planting more rice given weak demand.
Weak global demand expectations and risk of recession pressure rice export values and discourage acreage expansion, which is bearish for rice prices.
在过去 16 次看跌的宏观事件之后,稻谷 在 5 个交易日内中位数变动 +0.2%(50% 上涨;中间一半区间为 -5.1% 至 +1.7%),20 个交易日内为 +4.1%。
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。