Sarah Holder

speaker

234 appearances 2 recordings 1 series first heard Apr 2025 last heard Aug 2025

Sarah Holder’s voice in public audio — every appearance, attributed to the second.

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Odd Lots · Big Take: What a Bacon, Egg and Cheese Teaches Us About the Economy · 23 Apr 2025 podcast

Overall, though, Eileena sees domestic cheese prices staying pretty calm amid broader tariff turbulence.

So we've tackled eggs, bread, and cheese.

But what's going on with the last two pieces of this breakfast puzzle?

Bacon and coffee?

That's coming up.

We've been digging into why a classic American breakfast combo, the bacon, egg, and cheese sandwich plus a cup of coffee, is getting more expensive in the US, and how those prices could fluctuate further under Trump's trade war.

We've covered the bun, the E and the C.

Now let's bring home the bacon.

Bloomberg Commodities reporter Michael Herzer told me that understanding bacon prices actually starts with beef.

In the past few decades, bacon has been heavily marketed by restaurants and food companies who wanted to sub in pork because beef was so pricey.

And all that exposure has helped bacon evolve from strictly a breakfast side to something you see on salads, on burgers, any meal of the day.

All this drives up demand.

But supply?

So US consumers have spent decades driving up the cost of bacon by buying more.

Today it costs almost seven dollars a pound.

But Trump's policies could change that.

And once again, tariffs could upend everything.

In the short term, pork prices could drop if the supply of pork exceeds the demand.

But Michael thinks farmers would adapt, raise fewer pigs, bringing the price back up in the medium term.

So we're down to the last ingredient in our breakfast order.

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