BarclayHedge Blog

Following several years of herd liquidation, induced by escalating feed costs and dismal operating margins, 2015 is expected to be a transition year for the cattle industry — from herd liquidation to growth — followed by increases in beef production. In “Despite Transition Toward Herd Growth, Larger Beef Production; Price Pessimism Likely Overdone,” Mike Sands, Vice President – Informa Economics examines the fundamental underpinnings and beef merchandising challenges contributing to the cattle and beef markets this winter and into the summer months of 2015.

Read the full study here.

From the February 2015 issue of Barclay's Insider Report. Accredited investors can subscribe to the full newsletter for free.

Analysis of Commodity Market Fundamentals

Do you need a competitive advantage in the market? Informa Economics has designed a web-based service that will provide you with an information and resource advantage to keep you one step ahead -- the Informa Economics Trader.

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Labels: Barclay Insider Report, Barclay Insider Report Guest Article, cattle futures, commodities, Commodity Markets Analysis, Informa

Larger feedlot placements the first quarter of 2014, coupled with feedlot inventories close to last year, point to both seasonal and year–over–year increases in fed cattle supplies in late spring and early summer — which stands in sharp contrast to a year earlier when fed beef production plunged nearly 5% and propelled beef prices to historical highs in March. In “Transition to Larger Fed Cattle Supplies to Pressure Prices,” Mike Sands, Vice President – Informa Economics, Inc. delves into the factors influencing beef prices and the cattle futures market through the balance of 2014.

Read the full study here.

From the June 2014 issue of Barclay's Insider Report. Accredited investors can subscribe to the full newsletter for free.

Analysis of Commodity Market Fundamentals

Do you need a competitive advantage in the market? Informa Economics has designed a web-based service that will provide you with an information and resource advantage to keep you one step ahead -- the Informa Economics Trader.

Try before you buy - Access the world’s best short-term commodity market analysis for 14 days for free.

Labels: Barclay Insider Report, Barclay Insider Report Guest Article, cattle futures, commodities, Commodity Markets Analysis, Informa