Signal Detail

КРС

AI-ответ

КРС (LE) 30-day outlook: Рост. 6/6 of 4 Crews agree. Key evidence: 52w position 89%: high prices incentivizing production expans. Confidence 70%. (As of 2026-05-03)

LE
РостADJUST
Текущая цена
$253.00
-2.12%
Консенсус
51%
Уверенность
70%
Уверенность решения70%
Main report time
-
Market snapshot time
04.05.2026, 06:57 (UTC)
Quant basis
7D neutral · 0.46%

КРС сейчас выглядит скорее бычьим.

Сначала проверьте доказательства, затем выборочно следуйте бычьему сценарию.

Summary

Простое объяснение сигнала

Сначала прочитайте направление, доказательства и риск, а потом решайте, как исполнять.

Быстрый вывод

КРС сейчас выглядит скорее бычьим. Сначала проверьте доказательства, затем выборочно следуйте бычьему сценарию.

Judgment basis
Adopted moderator evidence is unavailable, so this section currently shows supporting crew evidence instead.
Main report time
-
Market snapshot time
04.05.2026, 06:57 (UTC)
Quant basis
7D neutral · 0.46%
Evidence basis
Предложение
[Supply Crew / LE] 52w position 89%: high prices incentivizing production expansion
Спрос
[Demand Crew / LE] Price at 89.4th percentile of 52w range — moderately elevated, beginning to pressure downstream margins. High corn feed costs squeeze cattle producer margins, eventually bearish supply response
Макро
[Macro Crew / LE] LOW volatility regime (13%): compression often precedes breakout. Broad momentum: 7 golden crosses across commodities. EXTREME crisis level: flight-to-real-assets, commodity hoarding likely
Почему такой вывод
i

Primary evidence is still being structured. Use the base scenario and confidence first.

Почему ждать может быть лучше
i

Even on a bullish call, remaining risks mean waiting for confirmation can still be cleaner than chasing.

Что смотреть дальше
i

Watch the next data refresh and debate update.

Need more context?
i

When evidence is thin or event uncertainty is high, the next intelligence refresh and swarm scenario become the extra validation layer.

Agent views
Primary evidence is still being structured. Use the base scenario and confidence first.
Market regime

Directional regime

Event context
Watch the next data refresh and debate update.
Disagreement diagnosis
Crews were mostly aligned without major conflict.
Moderator log

Crews were mostly aligned without major conflict.

Adopted evidence
Deferred evidence
Crews were mostly aligned without major conflict.
Базовый сценарий

КРС сейчас выглядит скорее бычьим.

Риск-контроль
Сейчас значимых разногласий нет.
Chart

Рыночный график

График служит только визуальной опорой; реальный вывод формируется из доказательств и debate ниже.

Данные с задержкой. Сверяйте решение с доказательствами и scorecard.
Quant

Quant Forecast

Сравните 7D, 14D и 30D в одной структуре.

7d
$254.18
+0.46%
$249.77 ~ $258.36
14d
$254.26
+0.50%
$249.88 ~ $258.59
30d
$257.05
+1.60%
$252.47 ~ $261.30
TA

Technical Analysis

Debate

4-Crew Debate

Здесь система подтверждает, корректирует или переворачивает quant base case.

Decision
ADJUST
Direction
Рост
Consensus
51%
Score
+0.414
Track Record

Prediction History

Recent prediction track record for LE

LE
LE
LE
55%
Hit rate
AI Debate

AI Мульти-модель

Перекрёстная проверка независимыми AI

Вердикт AI

Бычий

Уверен.

43%

Согласие

63%

Agents

6/12

Голосование

Бычий
63%
Нейтр.
16%
Медвежий
21%

Ключ. факторы

  • 1Retail Beef Affordability Stress At 89th Pct Price
  • 2Food Service Margin Compression Reducing Beef Menu Presence
  • 3Consumer Protein Substitution Toward Pork Poultry
  • 4Feedlot Operator Margin Squeeze From Elevated ZC Costs
  • 5Grilling Season Demand Already Priced In

Осн. риски

  • !Grilling Season May Sustain Demand Longer Than Expected
  • !Export Demand From Asia Could Offset Domestic Softness
  • !Cold-chain export disruption (Japan, South Korea, China beef corridors) — a logistics shock to boxed-beef exports could pressure cutout values and feed back into live cattle weakness
  • !Elevated current price ($253) leaves little margin for error; any demand softening or plant slowdown (labor, maintenance) could break the upward drift quickly

Анализ по группам

Спросsonnet-4.6

Live Cattle at the 89th percentile of its 52-week range creates measurable demand destruction at the retail and food-service level — consumers are actively trading down to pork and poultry, and...

Логист.sonnet-4.6

Live Cattle logistics are overwhelmingly domestic — BDI and port congestion carry near-zero signal weight here, making the low relevance score (0.2) accurate rather than a data gap.

Макроsonnet-4.6

Live Cattle (LE) benefits from structurally tight US herd supply — the cattle-on-feed inventory remains near multi-decade lows, creating a fundamental floor that technical and crisis signals amplify.

Настр.sonnet-4.6

Live Cattle at $253 sits on structurally tight supply fundamentals — the US breeding herd remains near multi-decade lows post-drought liquidation cycle, and herd rebuilding is a multi-year process...

Правила vs AIdisagree
Execution

Evidence → Validation → TradingView

Уберите shopping-логику и сфокусируйте страницу на доказательствах, scorecard и chart execution.

Path

30-Day Forecast Path

DateForecastLowHigh
2026-05-02$251.77$247.30$255.83
2026-05-03$252.03$248.10$256.49
2026-05-04$253.16$248.90$257.49
2026-05-05$253.52$249.08$258.01
2026-05-06$253.96$249.61$258.31
2026-05-07$253.91$249.43$258.42
2026-05-08$254.18$249.77$258.36
2026-05-09$252.92$248.64$257.19
2026-05-10$252.96$248.78$257.24
2026-05-11$253.88$249.35$258.05
2026-05-12$254.05$249.99$258.44
2026-05-13$254.31$249.92$258.86
2026-05-14$254.11$249.86$258.42
2026-05-15$254.26$249.88$258.59
E-E-A-T

Источники данных

Методология: Quant Engine (Prophet) + 4 Specialist Crews + Pattern Matcher → Debate Moderator. Learn more

Обновлено:

CropCast v2.0 — ИИ-движок прогнозов цен на сырьё