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Food Week June 20, 2025
Welcome to Food Week June 20, 2025. And welcome to summer, in a big way in the Eastern half of the US. Prediction: the next big claim in the egg industry will be over the male chick population for layers; They are usually destroyed after hatching but there are techniques now to mitigate this. Which is better. Tons of other stuff too. Enjoy MACRO Economists say the inflation is coming , just…
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Food Week June 13, 2025
Welcome to Food Week June 13, 2025. Happy Flag Day to those who observe. Robust update to make up for last week’s merely cromulent effort. Recalls, Forever chemicals and government hijinks are the constants but there’s lots more. Enjoy. MACRO Low inflation makes financial markets happy. New head of the FDA says they are going to get rid of the Food Pyramid. We haven’t had the Food Pyramid for…
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Food Week June 6, 2025
Welcome to Food Week June 6, 2025. Breezy and late this week. Serious tomato recall and a fairly large recall of eggs. But sure, let’s cut USDA and FDA funding. Lot’s more too. Enjoy! MACRO Signs point to a gradually slowing labor market. The USDA is more a commercial advocate than a regulator. But that hasn’t spared them from cuts in the billions . Door Dash bypasses TSA to deliver food to…
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Food Week May 30, 2025
Welcome to Food Week May 30, 2025. Back from vacation. A highlight was the meal at le Chalet de la Foret in Brussels. Also enjoyed several great cocktail bars, the most interesting of which was Dutch Courage in Amsterdam which focuses on Genever in their creations. Loads of info in our update as usual. Enjoy! MACRO Inflation rate moderated in April. Make America Healthy Again? Maybe but…
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Food Week May 23, 2025
Welcome to Food Week May 23, 2025. Big, rich edition after the Restaurant show. Lots of Brazilian news on cattle, soybeans, beneficial bacteria and even lemonade. And a lot more too. Enjoy. Or should I say aproveite! MACRO Inflation is steady but economists warn of coming spike due to tariffs. Few people realize this but Brazil has overtaken the US in soybean production. Kraft Heinz…
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Food Week May 9, 2025
Welcome to Food Week May 9, 2025. Happy New Pope! He’s born in Chicago, raised near our plant, is a White Sox fan and spent most of his life in Peru (half our family) so I get to call him Father Bob. Many food things this week as always as we reel from tariff chaos. Enjoy MACRO Financial market remain cautiously optimistic in hopes of tariff retreat. However, why the Chaos Monkey approach to…
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Food Week May 2, 2025
Welcome to Food Week May 2, 2025. Happy Derby Eve. While the Secretary of HHS talks about dyes, seed oils and ultra-processed foods, there is much more danger (with, you know, data) posed by forever chemicals, microplastics and Erythritol. Science schmience. Lots more here, some of it actually fun like Filipino hot dogs and a Mint Julep recipe. Enjoy. MACRO Economists expected .04% growth in…
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Food Week April 25, 2025
Welcome to Food Week April 25, 2025. Indications not great. Inflation and consumer confidence down, USDA and FDA reducing inspections, Tariffs to raise prices of produce and hurt farmers, Bet on buffets. This and more. MACRO Consumer confidence fails on inflation fears. Oopsie. USDA offers buy outs and then find themselves understaffed. NASCAR nation: White House sell sponsorships to the…
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Food Week April 18, 2025
Welcome to Food Week April 18, 2025. Americans say they want the return of manufacturing. Anmericans say they hate food inflation. Anericans are uninterested in working in factories or agricultural jobs. Immigrants are willing to work in factory jobs and pick crops. Many Americans want to deport immigrants. There seems to be a contradiction. Oh yeah, food stuff as well. MACRO Energy products…
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Food Week April 11, 2025
Welcome to Food Week April 11, 2025. Things you shouldn’t do: ingest micro-plastics, invest in Tropicana futures, trust cod liver oil, trade in restaurant reservations, eat oysters in a month with an r in it, brush with chicken flavored toothpaste, stop beleiving in climate change and, possibly, trust in US government securities. All these and more. MACRO Bond market craters due to uncertainty,…
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Food Week April 4, 2025
Welcome to Food Week April 4, 2025. Each week a new self inflicted disaster,. A recession is almost baked in at this point but food prices, particularly produce, will skyrocket until tariffs are adjusted or rescinded. Aside from the topical idiocy, stuff on labels, the death of the middle tier restaurant, the re-birth of the loaded potato, the best bars in the world, the beef tallow shortage and…
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Food Week March 28 2025
Welcome to Food Week March 28, 2025. Economic picture looks darker and darker, the Trump Administration is cutting off farm support and shipments to food banks and food safety is deteriorating. But at least we increased the egg supply (liquid only) by almost one percent. And Starbucks is welcoming back the aspiring novelist demographic, so we’ll be fine. Enjoy! MACRO Markets tumble as investors…
#beef tallow#cage free eggs#costco#dinner reservations#microplastics#restaurants#seed oil#starbucks#Walmart
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Food Week March 21, 2025
Welcome to Food Week March 21, 2025. Its March Madness and I am not talking about basketball. Tariffs and governmental disfunction causing havoc in the food industry. At least eggs are cheaper for the moment, but that won’t last either. Enjoy? MACRO The EU readies retalitory actions against US if tariffs are imposed The Small Business Optimism Index fell to its lowest level since the height of…
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Food Week March 14, 2025
Welcome to Food Week March 14, 2025. Happy St. Patrick’s Day to those who observe. By the way, the actual Irish find the celebrations amusing and bemusing. Also BTW you will notice two different spelling of whisk(e)y in this weeks update. We will alternate depending on the nation that the spirit is coming from. Also jaggery, grapefruit weirdness and the increasingly annoying ‘Yes Chef.’ And tons…
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Food Week February 28, 2025
Welcome to Food Week February 28, 2025. Late. Short but punchy. Heading to the Natural Product Show in Anaheim. Tariffs about to kick in, economy is floundering and eggs are still a disaster. Otherwise everything is great. Enjoy. MACRO The Yield Curve for government bonds has inverted, which is often a sign of an impending recession. At least 90 people have been caught smuggling eggs across…
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Food Week February 21, 2025
Welcome to Food Week February 21, 2025. One month of wnter to go. A smorgasbord of different topics this week; it can’t be all RFK and eggs all the time. A lot on ultra-processed foods, some stuff on vermouth and an introdction to bologna cake, And more. Enjoy! MACRO Financial markets get the jitters. Consumer inflation expectations highest since 1995 Coca Cola sticks with DEI initiatives,…
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