MACRO NEWS SCORE

Rumor/headline scoring layer. Hard numbers remain separated from hard-data modules.

MARKET INTELLIGENCE DASHBOARD
Data as of Jul 25, 2026 10:30 UTC ● LIVE

-5.0

BEARISH

SUMMARY

CHINA BEEF EXPORT ACCESS

StatusACTIVE WATCH

DirectionTWO-SIDED

Trade Read
Headline whipsaw. Bullish if access is confirmed; bearish/neutral if licenses remain expired or blocked.

Headline
China renewed then halted/expired licenses for hundreds of U.S. beef facilities; export access remains uncertain

Primary DriverBig Four Packer Shock

Secondary DriverMexico Border / Screwworm

Source TypeRumor + confirmed status flags

Raw Score-9.27

Score CapActive

Trade ImplicationHigh bearish macro pressure. Respect downside until price rejects the headline.

MARKET REACTION

June LEM6N/A

August LEQ6Bullish 0.5

OPEN INTEREST

June OI / Chg0 / 0

August OI / Chg50,794 / -1,576

Macro not strongly confirmed by price/volume.
June: mixed. August: price up + OI down = short covering.

Rule: News/rumor can move macro score. Price tells whether the market cares. Volume confirms urgency. OI explains participation later. Hard numbers only come from hard data.

CATEGORY SCORES

Category	Score	Flags
Import Pressure	-1.13	70
Administration / Rollins Policy Shock	+0.00	0
Lula / Brazil Trade	+0.00	22
China Beef Export Access	+0.00	1
Mexico Border / Screwworm	-1.87	73
Big Four Packer Shock	-6.26	61
Fort Morgan Watch	+0.00	10
Export Demand Shock	+0.00	0
Consumer / Boxed Beef Demand	+0.00	0

REVIEW REQUIRED

Date	Category	Headline	Dir	Conf	Reaction	Type	Score
2026-05-11	Import Pressure	Cattle markets react to policy uncertainty on beef and cattle imports	bearish	0.55	1.0	review_required	+0.00
2026-05-11	Big Four Packer Shock	Tyson Foods to shutter Nebraska beef plant, cut 3,200 jobs	neutral	0.55	0.0	review_required	+0.00
2026-05-11	Lula / Brazil Trade	Brazil’s Lula meets Trump amid efforts to avert new US trade tariffs	bearish	0.55	1.0	review_required	+0.00
2026-05-12	Import Pressure	Trump to sign orders to boost beef imports, grow herds to try to reduce record prices	bearish	0.55	1.0	review_required	+0.00
2026-05-12	Import Pressure	Trump delays order to boost beef imports and calm prices, Wall Street Journal reports	bearish	0.55	1.0	review_required	+0.00
2026-05-12	Import Pressure	CME cattle futures pare losses after falling on US beef import plan	bearish	0.55	1.0	review_required	+0.00
2026-05-12	Import Pressure	Trump Plans to Sign Executive Order to Expand Beef Imports in Effort to Combat Food Inflation	bearish	0.55	1.0	review_required	+0.00
2026-05-12	Import Pressure	Trump Delays Move to Lower Tariffs on Beef Imports	bearish	0.55	1.0	review_required	+0.00
2026-05-12	Import Pressure	Developing Story: Trump Plans to Tackle Beef Prices with More Imports	bearish	0.55	1.0	review_required	+0.00
2026-05-12	Import Pressure	Trump is temporarily suspending beef import tariff quotas to fight record-high prices	bearish	0.55	1.0	review_required	+0.00
2026-05-12	Import Pressure	Trump flags tariff relief on imported beef, as US retail beef prices spiral	bearish	0.55	1.0	review_required	+0.00
2026-05-12	Import Pressure	Reports: White House to Suspend All Beef Tariff Rate Quotas	bearish	0.55	1.0	review_required	+0.00

These headlines are visible but score as 0 until approved with approve_macro_flag.py.

ACTIVE MACRO FLAGS

Date	Category	Headline	Dir	Conf	Reaction	Type	Score
2026-06-13	Big Four Packer Shock	JBS to close Souderton beef plant and Memphis facility amid cattle shortage	bearish	0.85	3.5	newsquawk_headline	-2.52
2026-05-10	Big Four Packer Shock	Cargill Fort Morgan reported not running during labor or contract disruption	bearish	0.75	3.5	reported_status	-2.23
2026-05-10	Mexico Border / Screwworm	Mexico border reopening or screwworm policy risk remains cattle supply watch	bearish	0.6	3.0	rumor	-1.87
2026-05-12	Lula / Brazil Trade	Trump delays beef import tariff order; immediate import shock reduced but risk remains	bullish_offset	0.55	1.0	approved_headline	+1.74
2026-05-10	Big Four Packer Shock	Tyson Lexington closed status and Amarillo reduced-shift watch in packer map	bearish	0.8	2.0	confirmed_status_watch	-1.06
2026-05-12	Lula / Brazil Trade	Tariff/import deal delayed; bearish import risk remains but immediate shock is reduced	bearish_watch	0.7	1.5	approved_headline	-0.69
2026-05-10	Big Four Packer Shock	Lexington’s Tyson Foods plant retaining nearly 300 workers as operations shut down	bearish	0.75	1.0	approved_status_confirmation	-0.45
2026-05-10	Import Pressure	Import pressure watch active from Brazil and Mexico cattle-beef policy chatter	bearish	0.55	1.0	rumor	-0.38
2026-05-10	Import Pressure	Beef Imports From Brazil Surge as Officials Take Aim at Brazilian Packers	bearish	0.55	1.0	approved_headline	-0.38
2026-05-11	Import Pressure	Trump/Lula Brazil beef tariff relief risk pressures CME cattle futures		0.55	1.0	confirmed_report	-0.38
2026-05-11	Lula / Brazil Trade	Trump/Lula tariff talks keep Brazil beef import pressure active	bearish	0.55	1.0	confirmed_report	-0.35
2026-05-11	Lula / Brazil Trade	Trump Lula Brazil beef tariff relief risk remains active	bearish	0.55	1.0	approved_headline	-0.35
2026-05-12	Lula / Brazil Trade	Trump delays beef import/tariff order; import pressure risk remains but immediate policy shock delayed	bearish	0.55	1.0	approved_headline	-0.35
2026-05-11	Import Pressure	Cattle markets react to policy uncertainty on beef and cattle imports	bearish	0.55	1.0	review_required	+0.00
2026-05-11	Big Four Packer Shock	Tyson Foods to shutter Nebraska beef plant, cut 3,200 jobs	neutral	0.55	0.0	review_required	+0.00
2026-05-11	Lula / Brazil Trade	Brazil’s Lula meets Trump amid efforts to avert new US trade tariffs	bearish	0.55	1.0	review_required	+0.00
2026-05-12	Import Pressure	Trump to sign orders to boost beef imports, grow herds to try to reduce record prices	bearish	0.55	1.0	review_required	+0.00
2026-05-12	Import Pressure	Trump delays order to boost beef imports and calm prices, Wall Street Journal reports	bearish	0.55	1.0	review_required	+0.00
2026-05-12	Import Pressure	CME cattle futures pare losses after falling on US beef import plan	bearish	0.55	1.0	review_required	+0.00
2026-05-12	Import Pressure	Trump Plans to Sign Executive Order to Expand Beef Imports in Effort to Combat Food Inflation	bearish	0.55	1.0	review_required	+0.00
2026-05-12	Import Pressure	Trump Delays Move to Lower Tariffs on Beef Imports	bearish	0.55	1.0	review_required	+0.00
2026-05-12	Import Pressure	Developing Story: Trump Plans to Tackle Beef Prices with More Imports	bearish	0.55	1.0	review_required	+0.00
2026-05-12	Import Pressure	Trump is temporarily suspending beef import tariff quotas to fight record-high prices	bearish	0.55	1.0	review_required	+0.00
2026-05-12	Import Pressure	Trump flags tariff relief on imported beef, as US retail beef prices spiral	bearish	0.55	1.0	review_required	+0.00
2026-05-12	Import Pressure	Reports: White House to Suspend All Beef Tariff Rate Quotas	bearish	0.55	1.0	review_required	+0.00

Macro rows are directional scoring inputs only. They do not create plant kill, import, export, slaughter, or capacity numbers. Review-required headlines are visible but score as 0 until approved.