A source of advanced information and market analysis focused on the development of pricing and risk management strategies for anyone in the business of buying or selling meat, or trading meat-related futures markets
Whether you're operating restaurants or supermarkets; a food distribution service; a processing or manufacturing facility; or an import/export trading company, you’re in a highly competitive business. Meat markets are volatile, and margins are often thin. A few pennies per pound can make enormous differences in your bottom line. In order to make the best possible decisions, it is essential to have the best possible information at your disposal.

Here are the excerpts from this week's "Meat Markets Under a Microscope" report, by Kevin Bost.

January 30, 2019

Contrary to my expectations, demand for pork at the wholesale level has failed to perform up to seasonal standards here in July. The seasonally adjusted demand index makes this quite clear, having slipped to an eight-week low. OK, so now that demand has made the downward adjustment, I have to assume that it will follow a seasonally normal course through the month of February. This is the most objective approach I can take. Consequently, it now looks as though the pork cutout value will be $3-$4 per cwt higher at the end of February than it is today:
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Here are the excerpts from this week's "Trading Cattle...from a meat market perspective" report, by Kevin Bost.

February 3, 2019

Regardless of one’s fundamental perspective, It’s pretty hard to dismiss the significance of last Thursday’s big outside range/ downward reversal. Does this signal the top? A good case can be made that indeed, it does. Likewise, if the market were to push above Thursday’s high at some point, it would be very bullish. My approach, then, will be to sell April cattle if they draw near to last week’s high - i.e., in the neighborhood of $129.00.
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Here are the excerpts from this week's "Trading Hogs...from a meat market perspective" report, by Kevin Bost.

February 2, 2019

Having been stopped out of a long position in February hogs a week ago, my only bet on the table at the moment is on the short side of the April contract. I’ll reiterate that this is purely a technically-motivated trade, since April futures actually appear to be somewhat undervalued. There is no discernible support in this market between here and about $58.50. Also, if one can loosely define the broad range from which the massive breakdown occurred as $65.50-$72.00, then a downside objective might be approximated at $59.00. That’s about the extent of my technical wizardry. So, then, I hope to cover my short position somewhere in the neighborhood of $59.00.
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