Episodios

  • Stocking Up & Selling Off
    Nov 7 2025

    As the holidays close in, markets are showing their seasonal split — beef buyers are getting bold while poultry prices cool and dairy keeps sliding. With soy stirring and pork settling, everyone’s stocking up for the end-of-year rush… but which way will prices break when the wrapping paper comes off?

    BEEF: Holiday buying is kicking in and prices are heading higher across the board, with ribeyes, tenderloins, and even strips taking off. Demand is rising, supply isn’t budging, and this market looks set to climb straight into December — the only question is how fast.

    POULTRY: Chicken remains steady with strong production and flat pricing — barely a penny either way. But with fresh avian flu cases popping up again, will this calm market hold through the holidays?

    GRAINS: Soy finally woke up on export news, with wheat following higher, while corn slipped a touch. If global buying picks up, could this be the start of that grain momentum we’ve been waiting for?

    PORK: Bellies pulled back to $140 after last week’s spike, making now a great time for bacon buyers. Pork remains one of the best values in protein — but will seasonal demand tighten things up heading into winter?

    DAIRY: Last week’s bump vanished fast — cheese and butter dropped again, turning dairy into a surprising value play. The question now is whether holiday demand can stop this slide or if prices keep melting.

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    3 m
  • Finding the Floor
    Oct 31 2025

    Markets are starting to settle after weeks of decline. Beef finds its bottom, chicken holds steady, pork pops, and dairy and grains edge higher. The big question — is this the foundation for a rebound, or just a pause before the next dip?

    BEEF: After weeks of decline, the market has found its floor. Ribeyes, tenderloins, and strips are on the rise again — the question is how fast this rebound will move.

    POULTRY: Chicken prices have steadied after big drops, with only minor movement expected. But as avian flu cases climb again, how long can this calm last?

    GRAINS: Talk of a new trade deal with China pushed corn, soy, and wheat higher. If exports pick up, could this be the start of a grain rally?

    PORK: Bellies spiked $20 to $151, catching the market off guard. Is this a one-week blip or the start of a seasonal climb?

    DAIRY: Cheese is moving higher, butter finally holding steady. The big question — can demand keep this rally alive with supply still strong?

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    3 m
  • We Can't Believe It's Pandemic Butter Pricing
    Oct 24 2025

    Still no government reports on markets, but we're piecing a few things together to get a good feel of what's happening. Butter is now trading at levels we’ve not seen since the pandemic five years ago. I don’t think there is much more downside to this butter market, but lets see where it goes. I do think cheese has better potential for a minor rally for the next few weeks.

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    3 m
  • Chicken Hits Two Year Low 📉
    Oct 17 2025

    Chicken prices have hit their lowest level in two years, making it the week’s biggest story. Beef’s slowdown continues, pork holds steady, and dairy drifts lower — but poultry steals the spotlight as the market’s best deal.

    BEEF: Prices are still drifting lower, though the declines are slowing. Middle meats are already ticking back up, hinting that the bottom may be near — but just how long before demand heats things up again?

    POULTRY: Chicken prices keep sliding, with boneless skinless breasts hitting their lowest point in two years. As demand cools and avian flu flares, the question is: how much longer can this market remain this soft?

    GRAINS: Harvests are booming and inventories are stacked, leaving corn, soy, and wheat all stuck in neutral. With talk of a biofuel push on the horizon, could soy finally be what shakes this market awake?

    PORK: Pork is steady, bellies holding at $134 while production rises with cooler weather. Processors may soon start stockpiling for spring, but for now, is this the calm before the climb?

    DAIRY: Last week’s brief rally fizzled, with cheese and butter slipping again. Butter remains a seasonal bargain, but the question is — can this quiet market stay this smooth through the holidays?

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    3 m
  • The Waiting Game
    Oct 14 2025

    Markets have slowed to a crawl, with beef, chicken, and pork all easing while buyers wait for a clear direction. Grains stay quiet, and dairy can’t decide which way to move. It’s a week of watching, waiting, and wondering what’s next.

    BEEF: The market keeps trending lower as buyers wait for the bottom, with even middle meats taking a brief pause. The question is – are we nearing the end of this slide, or just the calm before the holiday push?

    POULTRY: Chicken is nearing the bottom of its market slide, with boneless skinless breasts at their lowest price in 18 months and wings and tenders still drifting lower. The real test will come if avian flu worsens — could another surge flip this calm market on its head?

    GRAINS: With no new government reports, the markets stayed quiet — corn slipped slightly to $4.02 while soy and wheat barely budged. It’s a holding pattern for now, but how long can these calm prices last before harvest data shakes things up?

    PORK: Bellies keep sliding, closing at $134 from last week’s $151 — good news for anyone buying bacon. The rest of the pork market is holding steady for now, but will this calm stretch last, or is another swing around the corner?

    DAIRY: The CME is split this week — cheese is climbing again with block up ½ and barrel up 4, while butter slid another 9 points. The question now is whether this mixed trend signals a market shift, or just more churn before the holidays.

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    3 m
  • Relief or Rally ❓🥩🧈
    Oct 3 2025

    This week the markets send mixed signals – beef prices slide but middle meats refuse to budge, chicken keeps dropping while avian flu stirs again, and pork bellies dip as loins hold value. Grains stay calm and dairy finally bounces after weeks of decline. Is this the start of real relief, or just the setup for another rally?

    BEEF: Prices are slipping across most cuts, with chucks, sirloin flap, rounds, and grinds leading the way lower. Even ribeyes and tenderloins paused their climb, though holiday demand will likely push them higher again soon. The big question – will packers tighten harvests to stop the fall, or do we get a few more weeks of relief?

    POULTRY: Chicken prices keep sliding, with boneless skinless breasts hitting 18-month lows and no clear bottom yet. Production still looks strong, though government reporting is on pause during the shutdown. The real watch – does this drop keep running, or are we about to hit the floor?

    GRAINS: Harvest is rolling along, and markets aren’t budging much. Corn slipped to $4.06 from $4.15 last week, with soy and wheat stuck in the same tight range. With big crops expected, the question is – what’s it going to take to shake these markets out of neutral?

    PORK: Bellies keep sliding, down to $151 from last week’s $169 – and that means bacon pricing should ease too. Butts and ribs are inching higher, while loins continue to shine as the best value in pork. The question now – is this just a seasonal dip, or the start of a bigger shift in pork markets?

    DAIRY: After six straight weeks of declines, the CME finally turned higher. Barrel is up 6, block up 10, and even butter ended its slide with a 6-point gain. The big question – is this the start of a real rally, or just a short bounce before more pressure ahead?

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    3 m
  • Beef’s Biggest Threat Yet? 🐂⚠️
    Sep 26 2025

    The screw worm is closing in on Texas, threatening the nation’s largest cattle herd and the beef market with it. Avian flu resurfaces, pork stays steady, and butter keeps sliding – but is beef facing its biggest challenge yet?

    BEEF: The new screw worm was found less than 70 miles from Texas, potentially impacting the beef industry. Prices are falling for many cuts, but ribeyes and tenderloins stay expensive. The real question – do we have a few more weeks of relief, or are we on the brink of something much bigger?

    POULTRY: Avian flu has returned, hitting 2.5 million egg layers in Wisconsin, with more turkey cases piling on. Chicken prices are falling, with wings, breasts, and tenders dropping in price. The question now is – will this market reset hold, or will avian flu spoil the party?

    GRAINS: Argentina tried a quick cash grab by suspending export duties on corn and soy, raking in billions in just two days before reinstating them. Here in the U.S., the markets barely blinked – corn ticked up to $4.15, with soy and wheat holding steady. Will global moves finally shake up these calm grain markets, or are we stuck in steady mode for a while longer?

    PORK: Bellies nudged up to $169, but don’t be fooled – I still see more downside ahead for this market. Loins are steady, ribs are inching higher, and butts are showing some strength. The big question – are we about to see pork finally heat up, or will it stay the quiet value play against beef’s chaos?

    DAIRY: The CME finally showed a flicker of life this week – barrel had its first uptick in a month, block slipped a bit lower, and butter keeps sliding. Is this the true bottom we’ve been waiting for, or will butter keep melting into the holiday baking season?

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    4 m
  • The Market Exhale 😌📉🍗
    Sep 19 2025

    After weeks of rising costs, the markets are finally taking a breather. Beef is still tight, chicken is easing, pork bellies are drifting lower, and dairy might be finding its bottom. It’s not a full cooldown, but it feels like the first exhale in a long while.

    BEEF: Harvest ticked up to 561K head, but most cuts are easing lower – a welcome shift after months of pressure. Middle meats like ribeyes and tenderloins remain stubbornly high, and with the holidays ahead, record pricing could be in play. The real question: how long before consumer pushback forces this market to blink?

    POULTRY: Production is still running hot – over 7 billion chickens processed this year – but now supply is outpacing demand, pushing prices down across wings, breasts, and tenders. The seasonal dip isn’t unusual, but the size of these price drops is worth watching. Meanwhile, avian flu is stirring again with seven new turkey cases, hinting the calm streak may be over.

    GRAINS: Harvest is just beginning, with corn already 7% in – but prices are holding steady. Corn slipped slightly to $4.11, while soy and wheat stayed flat, with biofuel quotas on the horizon that could shift demand for soy. For now, it’s steady fields and steady markets – but will harvest season bring surprises?

    PORK: Pork remains the best bang for your protein buck as beef prices stay sky-high. Bellies slipped again to $168, with more downside likely in the weeks ahead. Loins are still the standout value, while butts and ribs are just inching up – making this the season to menu pork.

    DAIRY: Week five of declines has the CME looking softer, but this slide might be about done. Barrel dropped 4, block held steady, and butter tumbled another 15 – the steepest of the bunch. Are we finally at the bottom, or is there one more dip left?

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    4 m