Markets on the 50-Yard Line
From The Commodity Kitchen with David Maloni by David
December 10, 2025 · 10 min · Season 1 · Episode 5
About this episode
David Maloni and Gerry Dalton discuss key commodity market drivers for the week ending December 6, focusing on various sectors including grains and dairy.
In this episode of The Commodity Kitchen Podcast , David Maloni and Gerry Dalton break down the key commodity market drivers for the week ending December 6, with a focus on grains, dairy, proteins, and macroeconomic signals influencing market conditions. While energy markets and the U.S. dollar remain relatively rangebound, several important shifts are emerging beneath the surface—particularly in soybeans and soybean oil, dairy supply fundamentals, chicken production, and U.S. beef imports. The hosts examine changing supply dynamics across major protein categories, review recent USDA data showing a month-over-month decline in the U.S. milk cow herd, and discuss the Trump administration’s decision to ease beef import tariffs. They also highlight signs of ongoing consumer pressure, including increased discounting and weakening labor data, and explain how recent softness in the U.S. dollar could provide support for commodity prices. Connect with our hosts: David Maloni’s LinkedIn: https://www.linkedin.com/in/davidmaloni/ Jerry Dalton's LinkedIn: https://www.linkedin.com/in/jerry-dalton-0324a821/ Click here to find out more: https://datumfs.com/
People in this episode
Host: David Maloni
Guest: Gerry Dalton
Topics covered
- commodity markets
- grains
- dairy
- proteins
- macroeconomic signals
- market conditions
Keywords
- commodity markets
- grains
- dairy
- soybeans
- chicken production
- U.S. beef imports
- macroeconomic signals
Mentioned in this episode
Products: soybeans, soybean oil, dairy, chicken, beef
Places: U.S.
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