This week: The second half of the year has begun and those who love continuity can rejoice, because it began just as the first half ended. In Europe, people are eagerly awaiting the final prices that will be agreed at the slaughterhouses for the month of July, and internationally people have precise ideas about the prices they want to pay for cow hides in particular. You can spin it any way you want, but the general discussion about the development of prices continues to be driven by strategies and individual positions and much less by the realities of the market.

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