World Perspectives

Economic Growth: Is It Strong or Fragile?

Last week, the Fed’s FOMC left interest rates unchanged, as was widely expected, but the future outlook is less certain. According to Federal Reserve Chairman Jerome Powell,  “The fact that we decided to maintain the policy rate at this meeting doesn’t mean that we’ve decided that we have or have not at this time reached that stance of monetary policy that we’re seeking.” In response to a reporter’s question at the post-meeting press conference as to “what level of interest rates will be enough to restrict inflationary pressure?” Powell replied,  “You know sufficiently restrictive only when you see it. It’s not something you can arrive at with confidence in a mod...

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Trump Announces Farm Bailout

President Trump announced a total of $12 billion in funding for an ag agriculture bailout program yesterday. The funds will come from tariff revenue collected from the new tariffs.   The package includes $11 billion in one-time payments to crop farmers through a new USDA program, the...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

The following tables/charts reflect the CFTC's latest data release, which covers traders' positions through 21 October. The data are, obviously, delayed due to the 40-day 2025 U.S. government shutdown. While the positions below likely have little influence on today's markets or fund positioning...

feed-grains soy-oilseeds wheat

Market Commentary: Technical Factors, SA Weather and Exports Sink CBOT

The CBOT was mostly lower to start the week with traders reluctant to add bullish risk ahead of the USDA’s WASDE report on Tuesday. Too, technical weakness rapidly enveloping the soy complex spooked traders and prompted a more cautious approach. Favorable weather in Brazil, slow soybean s...

Trump Announces Farm Bailout

President Trump announced a total of $12 billion in funding for an ag agriculture bailout program yesterday. The funds will come from tariff revenue collected from the new tariffs.   The package includes $11 billion in one-time payments to crop farmers through a new USDA program, the...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

The following tables/charts reflect the CFTC's latest data release, which covers traders' positions through 21 October. The data are, obviously, delayed due to the 40-day 2025 U.S. government shutdown. While the positions below likely have little influence on today's markets or fund positioning...

feed-grains soy-oilseeds wheat

Market Commentary: Technical Factors, SA Weather and Exports Sink CBOT

The CBOT was mostly lower to start the week with traders reluctant to add bullish risk ahead of the USDA’s WASDE report on Tuesday. Too, technical weakness rapidly enveloping the soy complex spooked traders and prompted a more cautious approach. Favorable weather in Brazil, slow soybean s...

Federal Reserve Meeting and Hearing This Week

The Federal Open Market Committee (FOMC) will meet on Wednesday to decide what to do about short-term interest rates. The Federal Funds Futures market puts the chance of a rate cut at about 90 percent following cuts in September and October. That meeting will also be when the Fed publishes a ne...

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From WPI Consulting

Accountability and a comprehensive approach to export programming

WPI’s team helped construct a strategic approach to develop, implement, and track promotional activities in 8 key regions across the globe for an agricultural export association. With continued progress measurement and strategic advisory services from WPI, the association has seen its ROI from investments in promotional programming increase by 44 percent over the past 5 years. Not only does this type of holistic approach to organizational strategy provide measurable results to track and analyze, it fosters top-down and bottom-up organizational accountability.

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