LCTD Live Cattle Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
23:00
24 авг
24 авг
Cattle still has downside room.
Cattle has dropped about 20% from its highs, and he thinks there is still a lot of room to the downside as falling cattle and hog prices make poultry relatively better; the cattle market remains under pressure.
Выс.
17:16
23 авг
23 авг
Cattle shortage keeps prices elevated longer
Cattle supply is tight and rebuilding the herd takes much longer than 90 days; ranchers are selling into high prices, prime beef is near record highs, and tariff relief will not quickly fix the shortage, so cattle/beef prices are likely to stay elevated.
Выс.
18:09
21 авг
21 авг
Tariff-free beef imports pressure cattle prices
The White House announced it will allow 300,000 metric tons of ground beef to be imported without a tariff and sold at 25% below current market rates to lower beef prices. Beef volumes were already down 0.3% year over year and consumers are buying more chicken, though previous beef-related measures have not brought prices down.
Сред.
16:41
16 авг
16 авг
Tight cattle supply keeps beef prices elevated
US cattle inventory is near a 75-year low, keeping cattle and beef supply fundamentally tight; beef prices are up 12% year over year and ground beef is up 25% since early 2025, and rebuilding the herd takes years, so she does not expect a significant drop in prices soon even if demand flattens.
Выс.
15:05
16 авг
16 авг
Cattle supply tight; prices stay elevated.
Even with some consumer pushback at record beef prices, US cattle supply remains fundamentally tight. The USDA data still shows the cattle herd very close to a five-decade low, and the rebuilding process takes several years and requires supplies to be tighter before they improve. Therefore, beef and cattle prices are unlikely to see a significant drop soon.
Выс.
19:48
07 июл
07 июл
Peak cattle prices likely reached.
Mike McGlone says live cattle may have peaked/top reached, but does not make an explicit cattle short/put call; bearish commodity view is avoid.
Низ.
21:46
02 июл
02 июл
Beef prices staying high until 2027
US cattle herd at a 75-year low, ground beef prices up 14%, rebuilding takes 2-3 years so no relief until 2027; CME launching new contracts makes elevated beef an investable trend.
Сред.
Об аналитическом покрытии LCTD
Buzzberg отслеживает LCTD (Live Cattle) в 2 источниках. Бычьих сигналов: 4, медвежьих: 1, от 7 аналитиков. Сентимент преимущественно бычий (43%). Всего отслеживается 7 торговых идей. За последние 7 дней: бычьих: 1, медвежьих: 1, наблюдение: 1. Последние спикеры: Todd Horwitz, Vance Howard, Tyler Kendall.