I keep looking for a little spring-softness - -

in the kill rate, ITZ, and so far I am not seeing much. If there was an Easter demand surge, it surely didn't amount to much this year.

I have been looking at the last H&P report. The under 50# category was quite high. The model is projecting that the H&P report next week will show the 180# category to be up 3.80%. The kill for the last five weeks has been +4.22%. If the model's projection of the inventory of 180# and up is close to correct, we are going to see a modest reduction in the kill. I just hope demand doesn't falter too badly and make a small reduction still a glut on the market.

Best wishes,


Messages In This Thread

Still a lot of Anger----
I finally got short yesterday, ITZ, and now - -
Re: DH, the jury hasn't-----
I keep looking for a little spring-softness - -
Re: The Jury came in with the verdict---
Re: Typo in my last post----