Brett Stuart & Simon Quilty
Global factors affecting protein markets (6:03)
- Update on Middle East conflict (Economic impact so far, Potential scenarios)
- Japan introduces stimulus package
- US consumer health
- US CPI and inflation
- US home prices/household debt
- US recession watch?
- Retail prices across pork, chicken and beef
- US wages on the rise
- Australia/EU trade deal collapses
Environment update (27:38)
- EU anti-deforestation to hit Brazil hard
Beef and sheepmeat thoughts for the week (29:50)
- Impact potentially of Middle East conflict on India
- Australian Live cattle export update (Indonesia, Vietnam)
- Australian livestock price update + weather
- Potential impact of rain on mutton and lamb
- R-Calf and NZ meat industry response
- US beef export update
- US cattle/cutout and packer margin update
Pork & poultry thoughts for the week (42:35)
- New Canada sow plant
- US pork update
- US pork exports to Mexico
- US sow cull rates remain high
- EU pork and hog update
- China hog and pork update
Final Thoughts: Beef and Pork (50:04)
FULL PODCAST
PORK PODCAST
BEEF PODCAST
KEY THOUGHTS SUMMARY