World Perspectives

Post-Election Transatlantic

The EU’s dependency on the U.S. for both defense and economic well-being has focused discussions in Brussels on what the relationship will look like should Donald Trump win on 5 November. The Biden Administration initiated a Trade and Technology Council (TTC) in 2021 with designs to coordinate economic, trade and technology issues with the EU. Some in Brussels fear that Mr. Trump could scuttle the effort. DG Trade’s Matthias Jorgensen says the two sides should build on the achievements of the TTC but some in U.S. industry are telling USTR that the TTC never lived up to its potential for cooperation and mitigating risks. The two share concerns about China’s over-production and ability to hollow out Western production of everything from...

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Sino-Ag Developments

EconomyLeaders gather this month for the annual Central Economic Work Conference with the view of another sub-par year ahead and the need for bold action to turn the economy around. Recent measures have included lowering the cash reserve requirements at banks so that more money is available for...

Transatlantic Dynamic; Doubling Down

Transatlantic DynamicThose in U.S. agricultural trade policy agree with Donald Trump that the EU treats America badly.  The large U.S. agricultural trade deficit with the EU has been growing at a compound annual growth rate of over 6 percent. Since WWII, the U.S. has subsidized Europe’s se...

FOB Prices and Freight Rates App (Updated 18 December)

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Transatlantic Dynamic; Doubling Down

Transatlantic DynamicThose in U.S. agricultural trade policy agree with Donald Trump that the EU treats America badly.  The large U.S. agricultural trade deficit with the EU has been growing at a compound annual growth rate of over 6 percent. Since WWII, the U.S. has subsidized Europe’s se...

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Dissecting the Retail Sales Report

Retail sales rose 0.7 percent in November; this was slightly higher than the consensus expectations. There are a few nuances to consider, however. First, the Thanksgiving holiday was late this year. The holiday is on the fourth Thursday of the month. Given the way the calendar played out in 202...

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From WPI Consulting

Infrastructure investment due diligence

On behalf of a Canadian oilseed processer WPI's team provided market analysis, econometric modeling and financial due diligence in support of a $24 million-dollar investment in a Ukrainian crush plant. Consistent with WPI's findings, local production to supply the plant and the facility's output have expanded exponentially since the investment. WPI has conducted parallel work on behalf of U.S., South American and European clients, both private and public, in the agri-food space.

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