Meatpacking
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X @The Wall Street Journal
The Wall Street Journal· 2025-12-09 23:34
Exclusive: The Trump administration is prodding ranchers and meatpackers to do something about soaring beef prices, while looking at increasing imports from Mexico and South America https://t.co/fwts30XseE ...
Trump Threatens ‘Severe' Tariffs on Canadian Fertilizer: Q&A
Youtube· 2025-12-09 14:12
Every single boat we shoot at, on average, we save 25,000 American lives. Do you feel okay about that. Keep us safe.Okay, I that. I know. I know my man.But what about you. Totally. By not releasing the full video.Didn't I just tell you that you said that it was up to the secretary and noxious reporter in the whole place. Let me just say, you are an obnoxious, a terrible actually a terrible reporter. And it's always the same thing with you.I told you, whatever Pete Hegseth wants to do is okay with me. And I ...
X @The Wall Street Journal
The Wall Street Journal· 2025-12-08 01:27
Exclusive: The Trump administration is prodding ranchers and meatpackers to do something about soaring beef prices, while looking at increasing imports from Mexico and South America https://t.co/4qKXMtVmM6 ...
Trump’s Market Maelstrom: Where Policy Meets Panic (and Profit)
Stock Market News· 2025-12-07 18:00
Group 1: Tariff Implications - The Supreme Court is reviewing the legality of President Trump's tariffs, with a decision expected in early 2026, potentially affecting $90 billion in tariff revenue for fiscal year 2025 [2] - U.S. households are projected to incur an additional cost of $1,100 in 2025 due to tariffs, with an estimated income loss of $1,700 per household [3] - The apparel sector, particularly Lululemon Athletica Inc. (LULU), has seen significant stock declines, with shares down over 50% year-to-date in 2025 due to tariff impacts [3] Group 2: Market Reactions - The auto industry has experienced volatility due to tariffs, with a 25% tariff on non-compliant vehicles causing significant stock drops for major automakers like General Motors and Ford [6] - Following a potential tariff pause, automaker stocks rebounded, indicating the market's sensitivity to tariff announcements [6] - The U.S. stock market experienced a significant crash in April 2025 due to new tariff policies, with the S&P 500 dropping 4.84% [10] Group 3: Consumer Impact - New tariffs could lead to a 107% increase in prices for Italian pasta, potentially causing a pasta shortage in American supermarkets by January 2026 [9] - The meatpacking industry, dominated by major players like JBS and Tyson Foods, is under scrutiny for rising food prices, which have been exacerbated by tariff policies [8] Group 4: Overall Market Volatility - Analysts note that 2025 has been characterized by unusual market volatility driven by tariffs, rate uncertainty, and geopolitical tensions [10] - Despite significant market declines, the S&P 500 managed a 17% overall advance in 2025, showcasing the market's resilience [10] - The market's reaction to tariff announcements often involves initial declines followed by recoveries, indicating a complex relationship between policy and investor sentiment [12]
Tyson Foods to close major beef plant, scale back operations as cattle supplies decline
Fox Business· 2025-11-24 20:35
Core Viewpoint - Tyson Foods is closing a major beef plant in Nebraska and scaling back operations in Texas due to declining U.S. cattle supplies, which has led to record-high beef prices [1][2][6]. Company Actions - The closure of the Lexington plant in Nebraska will affect approximately 3,200 employees, while the Amarillo plant will move to a single full-capacity shift, impacting around 1,700 workers [1][2]. - Tyson Foods plans to increase production at other facilities to meet customer demand and is committed to supporting affected employees through job placement and relocation benefits [2][5]. Industry Context - The U.S. cattle inventory has dropped to its lowest level in 70 years, contributing to a surge in beef prices, with beef and veal prices up 14.7% year-over-year [3][6][8]. - Despite rising prices, consumer demand for beef remains strong, with Americans spending over $40 billion on fresh beef in 2024, accounting for over half of all fresh-meat sales [12]. Financial Performance - Tyson's beef business reported adjusted losses of $426 million in the 12 months ending September 27, with projections of losses between $400 million to $600 million for the 2026 fiscal year [11].
The Trump Market: Where Every Tweet is a Catalyst (or a Catastrophe)
Stock Market News· 2025-11-23 18:00
Economic Impact of Tariffs - Trump's tariff policies are central to his economic strategy, with claims of strengthening the U.S. economy and curbing inflation, while the stock market has reportedly hit an "ALL-TIME HIGH for the 48th time in 9 months" [2][3] - A proposed $2,000 "tariff stimulus check" for middle-income Americans, funded by tariff revenues, raises skepticism among economists who argue that tariffs are typically paid by U.S. importers, leading to higher consumer prices [3][4] - Historical data shows that a significant increase in tariffs can negatively impact S&P 500 earnings, with Goldman Sachs estimating a 1-2% reduction in earnings per share for every five-percentage-point increase in tariff rates [4][6] Market Reactions and Volatility - Trump's announcements have led to significant market volatility, with major indices experiencing fluctuations despite achieving record highs, as seen on November 21, 2025, when the S&P 500 was down 2% despite a 0.92% rise in the US500 [5][12] - The VIX, a measure of market volatility, reached the mid-40s in April 2025, indicating extreme investor anxiety following tariff announcements [6][12] - The market's relationship with Trump's economic statements is characterized by unpredictability, with analysts noting that his pronouncements can trigger significant intraday market swings [11] Sector-Specific Impacts - Trump's directive for the Department of Justice to investigate the meatpacking industry over alleged price manipulation caused immediate stock price drops for major companies like JBS and Tyson Foods [8] - The pharmaceutical sector reacted sharply to Trump's price reduction promises for GLP-1 weight loss drugs, with stocks of companies like Novo Nordisk and Eli Lilly experiencing declines following his announcements [9][10] - Subsequent agreements to set drug prices at around $350 per month for Medicare and Medicaid recipients indicate a significant shift in the market landscape, although initial reactions were negative [10] Overall Market Sentiment - As of late November 2025, major indices showed a mix of gains and losses, reflecting the ongoing volatility and uncertainty in the market, with the S&P 500 down 2% despite a 1% increase on the same day [12] - The market continues to grapple with the implications of Trump's policies, oscillating between moments of optimism and underlying concerns about potential policy shifts [12]
X @The Wall Street Journal
The Wall Street Journal· 2025-11-21 22:14
Exclusive: Tyson Foods, America’s largest meat supplier, is planning to close one of its largest beef-processing plants in Nebraska at a time when a cattle shortage in the U.S. squeezes meatpacking companies https://t.co/QcaowlaCGz ...
X @Bloomberg
Bloomberg· 2025-11-15 13:05
Trump has attacked "meatpacking cartels" for high beef prices and vowed to have his DOJ investigate. Don't hold your breath, writes @patricialopez_4 (via @opinion) https://t.co/6xqIUJf0ar ...
X @The Wall Street Journal
The Wall Street Journal· 2025-11-14 15:58
Meatpackers like JBS and Tyson Foods are being squeezed by the lowest U.S. cattle supply since the 1950s. It is driving their beef costs to record levels, and leading to hundreds of millions of dollars in losses as a result.https://t.co/2VlfnLCphL ...
Trump tariffs are helping drive U.S. beef prices to new highs
CNBC· 2025-11-13 22:01
President Donald Trump is blaming the meat packers and U.S. cattlemen for rising beef prices, but the tariffs on beef from Brazil, Australia, New Zealand, Uruguay, feed, farm equipment and machinery are all adding to the price surge.The United States is a big buyer of Australian, Brazilian, and New Zealand beef exports.Brazil is the second-largest beef-producing country and the largest beef-exporting country in the world.Brazilian beef exports tracked by Panjiva plummeted in July and August after multiple t ...