LCTD Live Cattle Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
Feed
23:00
Aug 24
Aug 24
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.
HIGH
17:16
Aug 23
Aug 23
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.
HIGH
18:09
Aug 21
Aug 21
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.
MED
16:41
Aug 16
Aug 16
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.
HIGH
15:05
Aug 16
Aug 16
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.
HIGH
19:48
Jul 07
Jul 07
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.
LOW
21:46
Jul 02
Jul 02
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.
MED
About LCTD Analyst Coverage
Buzzberg tracks LCTD (Live Cattle) across 2 sources. 4 bullish vs 1 bearish calls from 7 analysts. Sentiment: predominantly bullish (43%). 7 total trade ideas tracked. Past 7 days: 1 bullish, 1 bearish, 1 watch. Latest voices: Todd Horwitz, Vance Howard, Tyler Kendall.