
Cash cheese prices strengthened into the Valentine's Day week, with CME blocks reaching $1.5950 per pound. Barrels rose to $1.4350, their highest since September 2018.
Arctic weather in the West also killed over 1,800 dairy cows in Yakima Valley.
Stronger US cheese prices and cow losses from cold weather tighten domestic milk supply, supporting dairy prices. A strong dollar and tariffs, however, reduce US cheese competitiveness in export markets.
在过去 32 次看涨的天气事件之后,牛奶(III类) 在 5 个交易日内中位数变动 +0.1%(50% 上涨;中间一半区间为 -0.7% 至 +3.4%),20 个交易日内为 +3.2%。
在过去 15 次看涨的天气事件之后,美元(广义) 在 5 个交易日内中位数变动 +0.1%(53% 上涨;中间一半区间为 -0.3% 至 +0.2%),20 个交易日内为 -0.6%。
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。
Cheese blocks at $1.595 and barrels at a multi-month high directly lift Class III value, while cow deaths from cold trim supply.