The Commodity Kitchen with David Maloni & Jerry Dalton
David
47 episodes
1 week ago
In this pre-Thanksgiving episode, we break down major moves across cattle, dairy, grains, and protein markets. Live cattle and feeder cattle futures—after hitting record highs—have now pulled back to levels last seen in July, though they remain historically elevated. September milk production surged 4% year over year, and the milk cow herd climbed 2.5%, marking its biggest increase in decades. Grain markets continue to firm, with nearby soybean futures reaching their highest price since June ...
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In this pre-Thanksgiving episode, we break down major moves across cattle, dairy, grains, and protein markets. Live cattle and feeder cattle futures—after hitting record highs—have now pulled back to levels last seen in July, though they remain historically elevated. September milk production surged 4% year over year, and the milk cow herd climbed 2.5%, marking its biggest increase in decades. Grain markets continue to firm, with nearby soybean futures reaching their highest price since June ...
Markets Under Pressure: Dairy Down, Tariffs Rising
The Commodity Kitchen with David Maloni & Jerry Dalton
9 minutes
1 month ago
Markets Under Pressure: Dairy Down, Tariffs Rising
In this episode, we take you through the latest movements across food, energy, and agricultural markets. The Datum FS Commodity Index is down 6% month over month, driven largely by steep declines in dairy and poultry. We unpack what’s behind the sharp drop in chicken breast, wing, and tender prices, the continued weakness in butter, and the broader trends putting pressure on nearly every major commodity. You’ll also hear our thoughts on how these shifts compare to past market lows and what mi...
The Commodity Kitchen with David Maloni & Jerry Dalton
In this pre-Thanksgiving episode, we break down major moves across cattle, dairy, grains, and protein markets. Live cattle and feeder cattle futures—after hitting record highs—have now pulled back to levels last seen in July, though they remain historically elevated. September milk production surged 4% year over year, and the milk cow herd climbed 2.5%, marking its biggest increase in decades. Grain markets continue to firm, with nearby soybean futures reaching their highest price since June ...