World Perspectives

Policy Conflicts and Solutions; India Highlighted

Policy Conflicts and Solutions Policymakers are realizing that the three big issues of climate change, sustainability and food security are conflicting. The Cairns Group is comprised of highly competitive agricultural exporting countries and so their frustration with the conflicts at the WTO is understandable. They want expanded market access and are proposing a plurilateral approach on agriculture to bypass the large number of protectionist members of the WTO. They have proposed three possible solutions: a critical mass plurilateral agreement in agriculture;  sectoral agreements that bring into play both market access and domestic support; and  a comprehensive new global compact on subsidies, including agriculture, industri...

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15 Percent and Certainty; Purity Tests; Cherry Picking Cherries

15 Percent and Certainty The U.S. trade agreement with Japan announced late yesterday was likely Prime Minister Shigeru Ishiba’s final act. Financial markets reacted positively since the deal at least brings certainty. The surprise concession to 15 percent tariffs now sets a baseline that...

Ready for War; Deals Trickly In

Ready for War Europe has not won a kinetic war without U.S. help, but one German official quoted by the Wall Street Journal boasted, “If they [U.S.] want war, they will get war.” Admittedly, Europe has been far better at defensive trade policy than it has been at fighting Russian ag...

Ten Days and Counting

Outside markets are counting on trade deals or another TACO (Trump Always Chickens Out) come 1 August. Since the 7 July announcement of the small window to negotiate trade deals with Washington, The Dow is down 0.17 percent, but the S&P 500 is up 1.22 percent, and the tech-heavy Nasdaq has...

15 Percent and Certainty; Purity Tests; Cherry Picking Cherries

15 Percent and Certainty The U.S. trade agreement with Japan announced late yesterday was likely Prime Minister Shigeru Ishiba’s final act. Financial markets reacted positively since the deal at least brings certainty. The surprise concession to 15 percent tariffs now sets a baseline that...

Ready for War; Deals Trickly In

Ready for War Europe has not won a kinetic war without U.S. help, but one German official quoted by the Wall Street Journal boasted, “If they [U.S.] want war, they will get war.” Admittedly, Europe has been far better at defensive trade policy than it has been at fighting Russian ag...

Ten Days and Counting

Outside markets are counting on trade deals or another TACO (Trump Always Chickens Out) come 1 August. Since the 7 July announcement of the small window to negotiate trade deals with Washington, The Dow is down 0.17 percent, but the S&P 500 is up 1.22 percent, and the tech-heavy Nasdaq has...

Tariffs Rock Japan’s Election: Rice, Oil, and Autos

Japanese Prime Minister, Shigeru Ishiba has vowed to stay on as Prime Minister despite his coalition government losing its majority in the upper house after an election on Sunday. Ishiba’s Liberal Democratic Party (LDP) government is a coalition government with its junior coalition partne...

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From WPI Consulting

Weighing in on strategic realignment

WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.

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