Markets to Menus by ArrowStream
Sep 10, 2026 · 34 min · 15 segments
Welcome to Markets to Menus. This week, John Goodwin joins host David Maloni to break down what's shaping up to be a more encouraging picture for beef supplies, a softer table egg market, and the…
John DaveyGuest
David MaloniHost
John GoodwinGuest
In the markets this week, the AeroStream Commodity Index was flattish but continued to track well below a year ago in grains.
With the cash market steady to higher, to give you perspective, folks, corn is up 20% or actually 21% in the last four weeks and up 31% versus a year ago.
I encourage you to visit our last episode as we talked about our concerns around the corn crop.
And proteins, chicken output as of late, it's been tracking maybe 1% above a year ago.
As producers seem to be tapping the brakes on production growth, the chicken markets were mixed.
And check this out, wings are on track to have their lowest September in over a decade.
Pork output last week, down 2.5% versus the prior week, down 0.2% versus last year.
The pork cutout or index of pork prices was down 1.6% last week, lowest since February.
And that was driven mostly by nearly a 6% decline in bellies, which is the major ingredient for your bacon, folks.
In beef, output was down 2.7% week-on-week, year-to-date down 5.1%, and that's due to a 7.5% decline in cattle slaughter.
Both the choice in select beef cutouts or index of boxed beef prices We're down nearly 2% on the week alone.
Only the rib complex was higher, which isn't abnormal for this time of the year.
in dairy milk production continues to track well above year ago levels and milk production starting to seasonally rebound cheese and butter markets were both lower butter lowest since january non-fat dry milk has continued to find supports at near 10-week highs and that's due in part to rising international skim milk powder prices In energy, crude oil higher, sharply higher actually.
In the markets this week, the AeroStream Commodity Index was flattish but continued to track well below a year ago in grains.
With the cash market steady to higher, to give you perspective, folks, corn is up 20% or actually 21% in the last four weeks and up 31% versus a year ago.
I encourage you to visit our last episode as we talked about our concerns around the corn crop.
And proteins, chicken output as of late, it's been tracking maybe 1% above a year ago.
As producers seem to be tapping the brakes on production growth, the chicken markets were mixed.
And check this out, wings are on track to have their lowest September in over a decade.
Pork output last week, down 2.5% versus the prior week, down 0.2% versus last year.
The pork cutout or index of pork prices was down 1.6% last week, lowest since February.
And that was driven mostly by nearly a 6% decline in bellies, which is the major ingredient for your bacon, folks.
In beef, output was down 2.7% week-on-week, year-to-date down 5.1%, and that's due to a 7.5% decline in cattle slaughter.
Both the choice in select beef cutouts or index of boxed beef prices We're down nearly 2% on the week alone.
Only the rib complex was higher, which isn't abnormal for this time of the year.
in dairy milk production continues to track well above year ago levels and milk production starting to seasonally rebound cheese and butter markets were both lower butter lowest since january non-fat dry milk has continued to find supports at near 10-week highs and that's due in part to rising international skim milk powder prices In energy, crude oil higher, sharply higher actually.
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