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329: Trump Meets JBS… and the Cattle Market Loses Its Mind with John Campbell

329: Trump Meets JBS… and the Cattle Market Loses Its Mind with John Campbell

Episode 329 Published 5 months, 1 week ago
Description

This week on the CattleUSA Daily Podcast, Lauren sits down with John Campbell to break down another volatile week in the cattle markets, what’s driving the massive swings in futures, and why headlines surrounding Brazilian beef imports and JBS continue to rattle producers across the country. John explains how algorithm trading is impacting commodity markets in real time, why producers are getting whiplash from government announcements, and what’s really happening behind the scenes with the current beef import conversations. They also touch on record fed cattle prices, strong feeder calf demand, and ongoing concerns surrounding drought and moisture across cattle country.


Links

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CattleUSA Media - https://www.cattleusamedia.com/
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Lauren’s Youtube - https://www.youtube.com/@Showboatmediaco
The Next Generation Podcast Website - https://www.thenextgenag.com/


Key Takeaways

• Fed cattle hit an all-time high around $2.65 this week• Feeder cattle markets strengthened significantly late in the week after earlier volatility• Lightweight calves continue to bring extremely strong prices across multiple markets• Futures markets are now heavily influenced by algorithm trading reacting instantly to headlines and news events• Comments surrounding Brazilian beef imports caused major swings in the cattle market over the past week• John believes confusion and mixed messaging from leadership are contributing to producer frustration and market instability• Both Lauren and John expressed concerns over continued beef industry consolidation and foreign influence in the protein supply chain• Consumer beef demand remains strong despite higher retail prices• Tight cattle supplies continue to support the long-term bullish outlook for the industry• John remains optimistic overall about the cattle market fundamentals moving forward



Chapters

00:00 Weather and drought conditions across Colorado and Kansas01:25 Strong feeder calf and fed cattle markets this week05:50 Why futures markets are becoming more volatile08:30 Brazilian beef headlines and JBS discussions14:00 Government messaging, market reactions, and producer frustration21:30 Final thoughts on the market outlook moving forward


cattle market news, fed cattle prices, feeder cattle market, cattle futures volatility, Brazilian beef imports, JBS beef imports, cattle industry news, cattle market update, beef demand, feeder calf prices, John Campbell cattle market, CattleUSA Daily Podcast, live cattle futures, algorithm trading commodities, cattle producers, beef industry consolidation, ranching news, agriculture podcast

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