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Quarterly Reports
Beef
Q2 2026 Quarterly Outlook
Is Cattle Market Volatility Just Getting Started?
While fundamental market factors remain supportive of cattle prices, external factors have begun to lean bearish.
Dairy
Q2 2026 Quarterly Outlook
Milk Prices Improve, but Volatility Ramps Up
The recent price strength has not been due to a shortage of milk.
Industry
Q2 2026 Quarterly Outlook
The U.S. Dollar Dilemma
The U.S. Dollar Index’s sharp drop in the past year may not boost exports on its own.
Q2 2026 Quarterly Outlook
Swine
Hog Fundamentals Favor Proactive Margin Protection
Though profitability across the hog sector remains resilient, disciplined margin management is still crucial.
Fruit, Nut & Vegetable
Q2 2026 Quarterly Outlook
Processing Tomatoes Enter Contractionary Phase of Cycle
The last comparable cycle occurred in the 2010s.
Fruit, Nut & Vegetable
Q2 2026 Quarterly Outlook
Cracking the New Economics of Walnut Production
With many older walnut orchards in the Central Valley being removed, growers may wonder whether it makes sense to replant.
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