Behind the scenes with Jacoby’s dairy traders, a two-part edition

On this two-part edition of The Milk Check, listeners get a seat at the table during our mass balance report meeting, held after the release of monthly milk production numbers. Our traders gather to evaluate the data, forecast class allocations, share what they’re hearing from buyers and sellers, and chart price data to predict market developments.

Our regular cohosts, Ted, T3 and Anna, are joined by Don Street, director of global strategy; Gus Jacoby, executive vice president of the Fluid Dairy Group; Jacob Menge, director of risk management; Brianne Breed, vice president of cheese and butter sales; Joe Maixner, cheese and butter sales manager; and Diego Carvallo, director of dry dairy ingredient trading.

In part one, we evaluate the fundamentals of the dairy markets and what the monthly production numbers mean for different industry sectors.

In part two, we look at anecdotal evidence in the wider marketplace, such as the consumer price index and international trade, to forecast dairy’s future in the global economy. In part one, we evaluate the fundamentals of the dairy markets and what the monthly production numbers mean for different industry sectors

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