Price of the cattle arroba in Brazil depends on the US and China; what to expect in December?

The Brazilian beef market was marked by a more comfortable price profile in November, contrary to initial expectations. According to Safras & Mercado analyst Fernando Henrique Iglesias, uncertainties involving China were decisive in curbing sector negotiations and preventing more consistent increases in the value of the arroba. This is because the Asian giant had until the 26th of this month to present a response from the investigations into the impacts of beef imports on its domestic production. However, the country extended the disclosure to January 2026. According to Iglesias, the postponement brought momentary relief, but in the physical market, what was evident in various regions of the country were attempts to buy at lower levels. The analyst understands that the postponement of the Chinese decision is good news, as the future beef market was in a very aggressive moment of decline and high volatility. "Now the market should return to its axis and perhaps experience higher ...