Ag Bull Intel

  • Hassett’s Beef Forecast Ignores the Cattle Cycle

    Hassett’s Beef Forecast Ignores the Cattle Cycle

    POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY SUNDAY, AUGUST 09, 2026   |   SPECIAL REPORT & ANALYSIS MARKET & POLICY ANALYSIS  |  BEEF PRICES Hassett’s Beef Forecast Ignores the Cattle Cycle  Mexican cattle may help, but biology — not politics — sets the timetable  Analysis  ·  August 9, 2026 National Economic Council Director Kevin Hassett is right that beef prices have become a…

  • Week Ahead: Congress Is Gone, but the Week Is Anything but Quiet

    Week Ahead: Congress Is Gone, but the Week Is Anything but Quiet

    POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY WEEK OF AUG. 10-14, 2026   |   SPECIAL REPORT & ANALYSIS WEEK AHEAD  |  AGRICULTURE, TRADE, ENERGY & THE ECONOMY Week Ahead: Congress Is Gone, but the Week Is Anything but Quiet  With both chambers scattered until September, Wednesday becomes the fulcrum — July CPI in the morning, USDA’s first survey-based crop estimates at…

  • Odesa Pounded, Straits Squeezed: Black Sea Grain Trade Nears a Standstill

    Odesa Pounded, Straits Squeezed: Black Sea Grain Trade Nears a Standstill

    POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY SUNDAY, AUGUST 9, 2026   |   SPECIAL REPORT & ANALYSIS SPECIAL REPORT  |  BLACK SEA GRAIN Odesa Pounded, Straits Squeezed: Black Sea Grain Trade Nears a Standstill  A brutal weekend missile-and-drone barrage on Ukraine’s main grain port — followed within hours by Turkish restrictions on Black Sea shipping — has pushed war-risk insurance past…

  • Oil Rebounds as Hormuz Deal Remains Elusive Despite Signs of Progress

    Oil Rebounds as Hormuz Deal Remains Elusive Despite Signs of Progress

    Oil Rebounds as Hormuz Deal Remains Elusive Despite Signs of Progress Senate moves early to take shutdown risk off midterm table LINKS  Link: Farm Bill 2.0’s Brush with Death Sets Up a September ShowdownLink: Ag Markets Finish Mixed Week with USDA’s August Test AheadLink: Boozman Says Farm Bill Defeat Is a Delay, Not the EndLink:…

  • Farm Bill 2.0’s Brush With Death Sets Up a September Showdown

    Farm Bill 2.0’s Brush With Death Sets Up a September Showdown

    POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY SATURDAY, AUGUST 8, 2026   |   SPECIAL REPORT & ANALYSIS WEEK IN REVIEW  |  SENATE FARM BILL 2.0 Farm Bill 2.0’s Brush With Death Sets Up a September Showdown A narrow-vote markup defeat, a deliberately unfinished committee meeting and a five-week pressure campaign now converge on the narrow window between the Senate’s Sept. 14…

  • Ag Markets Finish Mixed Week with USDA’s August Test Ahead

    Ag Markets Finish Mixed Week with USDA’s August Test Ahead

    POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY SATURDAY, AUGUST 8, 2026   |   SPECIAL REPORT & ANALYSIS WEEKLY REVIEW  |  AG MARKETS Ag Markets Finish Mixed Week with USDA’s August Test Ahead Weather caps corn, soybeans as wheat and cotton gain; livestock diverges  Analysis  ·  August 8, 2026 Agricultural markets closed Friday with traders generally unwilling to make large new bets ahead of…

  • Boozman Says Farm Bill Defeat Is a Delay, Not the End

    Boozman Says Farm Bill Defeat Is a Delay, Not the End

    POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY FRIDAY, AUGUST 7, 2026   |   SPECIAL REPORT & ANALYSIS SPECIAL REPORT  |  FARM BILL 2.0 Boozman Says Farm Bill Defeat Is a Delay, Not the End Chairman keeps markup alive for September and insists on a bipartisan vote  Analysis  ·  August 7, 2026 Senate Ag Committee Chairman John Boozman (R-Ark.) is treating Thursday’s failed farm…

  • Beef MCOOL Rides Again: A 17-6 Senate Vote Sets Up a Conference Fight — and a Trade Gamble

    Beef MCOOL Rides Again: A 17-6 Senate Vote Sets Up a Conference Fight — and a Trade Gamble

    POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY FRIDAY, AUGUST 7, 2026   |   SPECIAL REPORT & ANALYSIS FARM BILL  |  BEEF MCOOL Beef MCOOL Rides Again: A 17-6 Senate Vote Sets Up a Conference Fight — and a Trade Gamble A bipartisan supermajority of the Senate Agriculture Committee put mandatory country-of-origin labeling back in the farm bill Thursday, but a stalled…

  • U.S. Payrolls Turn Negative as Labor Market Hits Stall Speed

    U.S. Payrolls Turn Negative as Labor Market Hits Stall Speed

    U.S. Payrolls Turn Negative as Labor Market Hits Stall Speed July job loss and deep revisions weaken case for a September Fed rate hike LINKS  Link: Senate Ag Votes 17-6 to Put Beef MCOOL Back in the Farm Bill —         and the Label Survives the Bill’s Bad DayLink: The $18 Billion Divide: Farm Bureau Puts…