U.S. ag outlook: Mostly seasonable to cool with intermittent, light precipitation—mountain snows West, light snow/mix north and central, spotty showers Gulf/Southeast. Fieldwork windows are short between systems. Key risks: freeze–thaw, radiational frosts, gusty disturbances, fog. Priorities: livestock wind chill and water, topsoil trafficability, grain aeration. Confidence moderate.
Farm-scale green ammonia systems use renewable electricity, water, and air to make NH3 on-site, stabilizing fertilizer supply and cutting production emissions while doubling as energy storage. Economics hinge on electricity price, utilization, and incentives; safety and permitting remain crucial. Technology is emerging, with N2O field emissions unchanged.
Year-end U.S. agriculture policy is in flux. This report maps Farm Bill negotiations, USDA funding, disaster aid, biofuels, trade, labor, conservation, livestock, repair rights, nutrition, and pesticide rules, and offers a seven-day watchlist and checklist, urging verification via Federal Register, USDA/EPA press rooms, and congressional calendars.
With US cash markets closed, the weekend was quiet as investors parsed Jackson Hole signals on the Fed’s path. The coming week is data-heavy: July PCE inflation and personal spending, Q2 GDP (second estimate), July durable goods, August Consumer Confidence, weekly jobless claims, and mid-week Treasury auctions. Key risks include the Fed’s reaction to inflation progress, labor-market cooling, hurricane-season energy volatility, and thin month-end liquidity. Market focus: whether data sustain a soft-landing. Hotter PCE could lift yields and the dollar; cooler prints support duration and risk assets. Watch curves, breakevens, the dollar, oil, and credit spreads.
U.S. PPI surged 0.9% in July, dampening hopes for a large Fed rate cut next month. Equities ended mixed, with tech giants offering support while small caps lagged. Treasury yields and the dollar rose, reflecting reduced dovish expectations. Asian markets slipped on the inflation news, though Japan gained on strong GDP. Commodities held steady. Intel jumped after reports of potential U.S. government investment. In crypto, XRP plunged 7% amid $1B in liquidations, Bitcoin fell below $117K, while Ethereum rose. Earnings remained a mixed bag, with Foxconn and Birkenstock beating estimates but Deere disappointing.
Stocks were flat as a hotter-than-expected PPI lifted Treasury yields and trimmed Fed-cut odds. The S&P 500 was little changed while the 10-year rose; the dollar firmed, oil gained and gold slipped. Over the next week, watch Retail Sales, Industrial Production, Housing Starts/Permits, FOMC minutes and Jobless Claims. Expect data-driven, range-bound equities; yields biased higher on strong prints; a supported USD; oil moving with demand/geopolitics; and gold sensitive to real-yield moves.