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.

April 14, 2019

There seems to be a pretty pervasive anticipation of a big rally in beef cutout values in May. Frankly, I don’t see it happening. I have to acknowledge, though, that the seasonal tendency toward stronger demand in May is unmistakable; over the last 20 years, the average change in beef production has been +5.1%, and this has been accompanied by a 1.4% increase in the combined Choice/Select cutout value:
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Here are the excerpts from this week's "Trading Cattle...from a meat market perspective" report, by Kevin Bost.

April 15, 2019

I remain short of June cattle, expecting this market to eventually trade down to $115.00 and quite possibly $113.00. If this objective is to be realized, it probably will not happen until we’re well into the month of June. The board has been content to hold a much smaller discount to the cash market this spring than we became accustomed to over the past several years, and I assume that this condition will persist.
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Here are the excerpts from this week's "Trading Hogs...from a meat market perspective" report, by Kevin Bost.

April 8, 2019

I have no bets on the table in the hog market at the moment. My general strategy, though, will be to buy the June contract on breaks and sell the August contract on rallies. And in the current environment, the requisite breaks and rallies must be big.
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