Fat Tuesday with Mike Sands | Beef Imports, Carcass Weights, and Drought
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We dig into why record beef imports can rise at the same time U.S. beef prices stay near record highs, and we lay out the supply math behind the headlines. We also track carcass weights, fund liquidation, and why deferred feeder and fed cattle futures look overly discounted versus what we see in the fundamentals.
• Record U.S. beef imports offsetting a steep drop in non-fed beef production
• Domestic 90% lean trimmings holding record highs despite…
The skinny
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