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.
Markets were driven by positioning ahead of first‑week data, centering on disinflation, labor resilience, and Fed timing. Cross‑asset moves hinge on services activity, wages, and consumer strength. Expect heightened sensitivity in front‑end rates, the dollar, equities’ factor leadership, and credit spreads around ADP, ISM Services, claims, and Friday’s jobs report.
Markets balanced disinflation progress and resilient growth, with Treasury yields steering cross-asset moves. Policy expectations, early data, and year-end liquidity dominated. Equities rotated with real yields; credit depended on rates and issuance; commodities shaped inflation gauges; the dollar tracked rates. Upcoming labor, ISM, Fed cues and Treasury supply drive tone.
Markets opened cautiously in thin liquidity, positioning for a data-heavy week ahead of the December Fed meeting. Focus spans PMIs/ISM, labor reports, year-end funding, credit issuance, and energy. Dollar and yields hinge on data. Expect volatility, with cross-asset moves driven by disinflation progress versus growth resilience and wage dynamics.
With U.S. markets quiet over the weekend, focus shifts to early holiday‑spending trackers and a data‑heavy first week of December—ISM manufacturing/services, JOLTS, ADP, jobless claims, and Friday’s payrolls. Results will steer rate expectations, Treasury yields, the dollar, equity factor leadership, credit spreads, commodities sentiment, and volatility via month‑start flows.
Holiday-thinned U.S. markets saw muted moves, with retail/travel leading, Treasuries and the dollar range-bound, credit issuance quiet, and commodities tracking energy headlines. Investors eyed early spending and travel reads while bracing for a data-heavy week—PMIs, JOLTS, ADP, payrolls—under FOMC quiet, with scenarios guiding rates, equity leadership, dollar, and credit.
Markets were quiet amid Thanksgiving, with thin liquidity and few catalysts. Attention shifts to a data-packed week—ISM, JOLTS, ADP, services, claims, and the November jobs report—testing soft-landing hopes, guiding Fed expectations, and steering rates, dollar, equities, credit, and commodities amid month-end rebalancing and supply dynamics.
With U.S. markets holiday-thinned around Thanksgiving, liquidity is light and moves exaggerated. Investors focus on pre-holiday data (claims, durable goods, PCE, GDP, inventories) and retail checks, plus month-end rebalancing. Upcoming ISM, JOLTS, ADP and claims guide rates, dollar and leadership amid Treasury supply risks and soft-landing vs. inflation/growth-scare scenarios.
Markets entered holiday-thin liquidity, consolidating as investors positioned for a compact data cluster—PCE inflation, GDP, durable goods, and jobless claims—guiding rate expectations. Equities and credit tracked macro; Treasuries split by tenor; the dollar followed rate differentials. Upcoming ISM, JOLTS, ADP, and holiday sales will shape cross-asset leadership.