Stocking Up & Selling Off
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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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