Well, the only thing I can say is that we've seen no evidence of price pressures to date, either in the official data or in some of the unofficial much more highfrequency data that is that are studied by from from individual stores that are studied by academics. And so, as a result, all I can say is we haven't seen that yet. Is it possible that we ultimately get some volatility in prices along the lines I described before.Sure, it's possible, but other things are possible, too. You know, every event, you kn ...

Joining us now with the details, White House Council of Economic Adviserss Stephen uh Myron and um Okay, maybe now, but they're going up any any time now. Uh Stephen, one of these CPI or PPI prints is going to be frightening because of tariffs. No, we've been waiting and waiting and you're telling me that that prices have actually been declining.Good morning. Thanks for having me. Yeah.So what we did was we looked through the details of the PCE inflation data and CPI2 and then at every good in those data we ...

智通财经APP获悉，国联民生证券发布研报称，据农业农村部数据，2024年4月-11月国家统计局能繁母 猪存栏量绝对值持续增加，叠加行业生产效率在逐步提升，该行预计至少到2025年9月生猪出栏量或维 持增长。2025年猪价整体承压，行业盈利水平或有所下降，未来产能去化趋势或有所加强。重点推荐成 本优势明显，出栏兑现度高的优秀养殖企业。该行推荐牧原股份、温氏股份等;同时推荐后周期动保及 饲料板块，如海大集团等。 国联民生证券主要观点如下： 根据涌益咨询数据，样本点一3月环比下降0.25%(前值-0.05%)，样本点二3月环比增长0.1%(前 值-0.18%)。3月配种母猪头数较上月较少，环比减少0.43%。3月分娩母猪较上月小幅增加0.31%，主要 是受去年四季度配种母猪数持续增加影响。3月仔猪死淘率环比2月下降，3月窝产活仔猪及断奶成活率 较2月有进一步提升。据涌益调研反馈，目前市场暂未出现主动去化产能情况，后续母猪波动空间或主 要受种群更新影响。 Mysteel数据3月能繁母猪存栏环比微增 根据Mysteel数据，3月全样本能繁母猪存栏环比增长0.09%(前值0.06%)，其中规模场能繁母猪存栏环比 增长0. ...