How to Spot a Turning Cattle Cycle

Brazil's cattle cycle may be turning, because slaughter has slowed since April and the decline is concentrated in female cattle. Larissa Alvarez, StoneX Senior Market Intelligence Analyst, explains what changed in the data and why the composition matters more than the headline. Official Brazilian livestock slaughter figures are published with a delay and only covered January through March, so they still read as comfortable. More recent Federal Inspection System data points to slower slaughter through April and May. Male slaughter has held up as feedlot participation rises into the third quarter, while female slaughter, a main driver of Brazil beef production growth, has slowed far more sharply. Discover Actionable Meats and Livestock Insights with StoneX Market Intelligence: https://shop.stonex.com/es-py/collections/meats-livestock?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_larissa_alvarez&utm_content=share 0:00 Brazil Cattle Looked Ample 0:50 Official Slaughter Data Lags 1:02 Slaughter Slowed in April 1:30 Female Cattle Break Ranks 2:17 Beyond Peak Supply Growth Like and subscribe for more financial market insights. #StoneX #LarissaAlvarez #Cattle #Beef