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U.S. dairy export volume rose 10% year over year in September on a milk-solids-equivalent basis. Cheese exports increased 12%, butter exports 29%, and nonfat dry milk and skim milk powder exports 7%.
The episode also covered inflation pressures, USDA corn and soybean estimates, and a rebound in cattle futures after nine consecutive sessions of declines.
Stronger dairy exports indicate firmer overseas demand, which can support U.S. milk-product prices. The cattle-futures rebound was a market recovery, but the transcript gives no new supply or demand driver for it.
exa.aiNov 11, 2026After 41 past bullish trade events, Milk (Class III) moved a median -0.1% over 5 sessions (49% higher; middle half -1.3% to +8.1%), and +1.1% over 20.
Not enough comparable past events yet for a historical read.
After 78 past bullish trade events, Live Cattle moved a median +0.1% over 5 sessions (51% higher; middle half -1.1% to +1.2%), and +0.5% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
