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Cattle markets reacted to the phased US-Mexico border reopening near Arizona, with futures correcting sharply on anticipated supply increases. US cash cattle stabilized near $231 to $232 per cwt after a $30 drop within 30 days.
USDA data show the beef cow herd down 0.7% and a projected 2026 calf crop decline of 500,000 head.
Tight herd numbers support cattle prices over the medium term, while import reopening caps near-term upside. Feed demand from feedlots depends on how quickly cattle on feed are marketed.
realagriculture.comLyndsey SmithJul 31, 2026After 17 past bullish policy events, LCATTLE moved a median -0.0% over 5 sessions (47% higher; middle half -1.2% to +0.9%), and +1.0% over 20.
After 10 past bullish policy events, FCATTLE moved a median +0.4% over 5 sessions (60% higher; middle half -0.9% to +2.2%), and +0.3% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
