OBSERVATION COMMENTARY Narrative: Supply is telegraphed as tight across all major origins – EU, NZ, and the US, Eye wateringly strong…
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OBSERVATION COMMENTARY Prevalent narratives Inflation is here and Inflation is not transitory Supply of ‘everything’ is tight, while demand for…
Settimana di ripartenza per i prezzi di latte e crema, ma pochi scambi dovuti alla scarsità di merce; si percepisce…
Un’altra settimana con bollettini relativamente stabili per quasi tutte le commodities lattiero-casearie, scambi ancora all’insegna dell’incertezza. – Sul mercato europeo,…
Settimana di sostanziale stabilità. Latte e panna che mantengono le quotazioni della scorsa settimana sui mercati europei, con poca disponibilità;…
OBSERVATION COMMENTARY What are we watching? “A narrative gets created and the crowd buys the story. At some point the sentiment…
OBSERVATION COMMENTARY Two weeks ago, global forward prices showed a “pause” after having raised continuously for months. In last two…
OBSERVATION COMMENTARY Emerging narratives We are in World War III China lockdowns will lead to significant slowdown in commodity import…
OBSERVATION COMMENTARY While visible dairy markets appear unaffected by the UKR-Russia conflict, we think dairy will be impacted by the…
OBSERVATION COMMENTARY Lower milk output vs prior year makes dairy supplies very tight Raising concerns for further milk output reduction…
