We've seen sharp drops in dairy prices, is there any reason to be bullish right now? When will the market start to turn higher?
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21:37
Episode 50 - Bearish Gulf Food
Market talk at Gulf Foods, one of the largest global food trade fairs, was mostly bearish, centered on when is the dairy market going to bottom out.
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Episode 49 - What is happening in the cattle market?
U.S. dairy farmers have been earning more and more of their income from the sale of calves and slaughter cows over the past 3 years. Gavin McPherson joins me to talk about what drove the cattle market to record high levels and what he makes of the 10% selloff we saw in the second half of October.
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Episode 48 - Plenty of milk in NZ but tight in AU
Dustin Winston was in Australia and Singapore and attended the SGX-NZX conference and talks about what he heard about milk production for New Zealand and Australia as well as Chinese demand.
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Episode 47 - New OTC Swaps for EU WPC and FFMP
StoneX has announced a new partnership to add dairy prices reported by Expana to StoneX Plus and launch OTC swaps that will settle to some of those prices. With demand for WPC and fat filled milk powder (FFMP) the industry has been looking for ways to manage the price risk with these products.
Dairy prices are driven by global supply and demand factors, you can’t truly understand what is happening in any dairy market unless you understand what is happening globally. In this podcast dairy market analysts and brokers from our global team breakdown what is happening in the U.S., EU, Oceania and Asian markets to help make sense of your local market.
Ireland