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May 22, 2025
Sentiment
https://fred.stlouisfed.org/series/UMCSENT#
April 25’ mid-month #s
50.8 (-11% from March … Sentiment
https://fred.stlouisfed.org/series/UMCSENT#
April 25’ mid-month #s
Year-Ahead Inflation … “decline was, like the last month’s, pervasive and unanimous …
2020 Risk and Profit Conference Presentations
April
https://www.agmanager.info/livestock‐meatmeat‐demand …
April 23, 2025
Optimism
https://www.agmanager.info/livestock‐meat/meat‐demand
Agricultural Economics
https://www.ams.usda.gov/rules‐regulations/mmr/lmr
https://www.ageconomics.k‐state.edu/directory/faculty_directory/index.html
Agricultural … Sentiment
https://fred.stlouisfed.org/series/UMCSENT#
April 25’ mid-month #s50.8 (-11% from March …
October 6, 2022
Sept. 2022)
3. Leverage MeatDemandMonitor Insights
4. Provide Context … Encouragement
https://www.agmanager.info/livestock-meat/meat-demand
Agricultural Economics
Agricultural …
February 7, 2023
Forecasted quarters Sources: Livestock Slaughter - USDA Publications … USDA Publications; USDA Livestock Market News; Forecasts … State University Estimated Livestock Returns
Agricultural Economics
Summer …
September 1, 2023
2023 Ag Lenders Conference Presentations
OUTLOOK
http://www.agmanager.info/about/contributors/individual/tonsor.asp
Take‐Home Summary
1.Supply Dynamics Supporting Higher Cattle Prices
2.Consumer Meat Demand Mixed in 23’ & Key to “Peak Prices” This Cycle
Quarterly Forecasts … ycle
Quarterly Forecasts (LMIC: 9/19/23)
Data Source: Livestock Marketing Information Center …
July 15, 2021
Economics
https://
https://www.agmanager.info/livestock-meat/meatdemand/monthly-meat-demand-monitor-survey-data
Agricultural Economics
SHOCK … At-Home
https://www.agmanager.info/livestock-meat/meat …
October 1, 2020
9/15/20
KSUBeef.org
Overarching Outlook
• Demand
– Key to supporting prices … April
https://www.agmanager.info/livestock-meat/meat-demand/monthly-meat-demand-monitorsurvey-data/meat-demand-monitor-coronavirus
KSUBeef.org
Beef …
August 1, 2023
General Sessions
OUTLOOK
http://www.agmanager.info/about/contributors/individual/tonsor.asp
Take‐Home Summary
1.Supply Dynamics Supporting Higher Cattle Prices
2.Consumer Meat Demand Mixed To‐Date in 23’
Quarterly Forecasts … Quarterly Forecasts (LMIC: 8/16/23)
Data Source: Livestock Marketing Information Center …
August 1, 2023
2023 Risk and Profit Conference Recordings
OUTLOOK
http://www.agmanager.info/about/contributors/individual/tonsor.asp
Take‐Home Summary
1.Supply Dynamics Supporting Higher Cattle Prices
2.Consumer Meat Demand Mixed To‐Date in 23’
Quarterly Forecasts … Quarterly Forecasts (LMIC: 8/16/23)
Data Source: Livestock Marketing Information Center …