Agricultural Economic and Financial Outlook (Feb. 12, 2026 Webinar)

Описание: Agricultural Economic and Financial Outlook (Feb. 12, 2026 Webinar)

With: Nathan Kauffman, Senior Vice President, Economist, and Omaha Branch Executive and Executive Director of the Center for Agriculture and the Economy, Federal Reserve Bank of Kansas City

Economic conditions in U.S. agriculture reflect a continuing divergence across sectors as livestock markets—particularly cattle—provide support while crop prices and margins remain under pressure. Elevated input costs, limited profit opportunities, and shifting credit conditions continue to shape producers’ decisions and industry prospects, placing increased focus on financial management, risk exposure, and balance sheet resilience.

The webinar will cover current economic and financial conditions for agriculture, trends in lending activity and financial position, and the outlook for interest costs and financial management for 2026.

More: https://cap.unl.edu/ag-economic-finan...

0:00 Introduction and webinar overview
6:00 Agricultural economic update: scope and regional focus
7:12 2026 farm income outlook and role of government payments
9:05 Divergence between livestock and crop sectors
10:28 Commodity price trends: corn, soybeans, cattle and dairy
12:21 Cattle market profitability, inventories and herd rebuilding
15:09 Uneven margins across livestock sectors
18:29 Narrow profit opportunities in crop production
19:46 Rising operating debt and working capital pressure
22:13 Agricultural lending trends and loan repayment performance
29:54 Farmland values and implications for balance sheets
31:11 Financial stress building gradually: liquidity and leverage
34:37 Interest rates, Treasury yields and outlook for borrowing costs
40:03 Resources from the Kansas City Fed and transition to Q&A