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 ...
The Commodity Kitchen with David Maloni & Jerry Dalton
12 minutes
3 weeks ago
Meat and Dairy Thrillers
Welcome back! We open with a couple of Halloween scare stories before diving into markets: cheese is around recent highs (discussed near $1.80/lb) with a long-run support near $1.50/lb that hasn’t held below for long over the past 10–15 years; we’re not especially bullish on cheese here. Butter remains around the 1.60 level and relatively rangebound despite holiday demand. On proteins, retail beef prices in September rose 14.7% YoY to a record high, likely starting to curb consumption, while ...
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 ...
