DA DAIRY Vietnam Dairy Products Joint Stock Company Loading... : Bullish and Bearish Analyst Opinions

Canada's dollar-for-dollar retaliation is hitting about $20 billion of US goods across steel, aluminum, dairy, and autos, and the trade fight is expected to be prolonged—potentially lasting through the US midterms or Trump's term—which will keep pressure on businesses in those tariff-exposed industries.

1. THE FACT: Good Morning from #Germany, where butter prices have dropped to their lowest level since 2017. Discount retailers have cut the price of standard butter from €1.39 to €1.29, after it hit a record high of €2.39 last year. The fall is partly due to higher milk production. 2. THE BRIDGE: A significant drop in butter prices to multi-year lows, driven by increased milk production, indicates an oversupply in the dairy market. This suggests continued downward pressure on prices for dairy products. 3. THE VERDICT: Increased milk production is driving down butter prices in Germany, indicating an oversupply in the dairy market and potential for further price declines.