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The Year Ahead: Forces that will shape the U.S. rural economy in 2026

Rob Fox
Christina Pope

Rob Fox and Christina Pope

Grain bins and moody, cloudy sky

Compared to a year ago, economic uncertainty surrounding U.S. trade policy is much lower, steadying the broader outlook for 2026. We’ll be keenly watching row crop profitability and swelling electricity demand in the year ahead. With tariff concerns easing, the AI boom is emerging as the economic bellwether, but fears of a recession-causing market bubble are overblown.

Disclaimer: The information provided in this report is not intended to be investment, tax, or legal advice and should not be relied upon by recipients for such purposes. The information contained in this report has been compiled from what CoBank regards as reliable sources. However, CoBank does not make any representation or warranty regarding the content, and disclaims any responsibility for the information, materials, third-party opinions, and data included in this report. In no event will CoBank be liable for any decision made or actions taken by any person or persons relying on the information contained in this report.

Farmstead with grain bins and fields viewed from an aerial perspective

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Farmstead with grain bins and fields viewed from an aerial perspective