date:Sep 12, 2012
t, you better be looking at both sides. We're knocking the premiums out of this market too.
The demand side of the equation looms just as large as the supply side right now, and there's already been a lot of rationing underway to trim grain needs more in step with yield potential. As of Wednesday's report, Roose says there's already been as much liquidation as possible in the cattle herd, but there's still room for more in the hog and poultry sectors. The demand rationing that's gone on, though