Post-Trump Outcomes Analysts in Washington are war gaming the possible aftermath of next Tuesday’s presidential election and finding nothing good. On the one hand, if Mr. Trump wins reelection, the “swamp” as he likes to call it, predicts a newly emboldened incumbent White House that will make the first term look lame by comparison. It should be noted that the Trump campaign rhetoric has sounded more like a repeat of 2016. And if he loses, they say he will lay traps for his successor that will be uncomfortable at best and possibly dangerous. For example, he could announce a free trade agreement with Taiwan or the intention to sell advanced weapons to Taipei. Either move would leave a president-elect Biden with either acce...
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.
What You Need to Know Today: Traders are increasingly focused on next Wednesday’s August WASDE report, with corn and soybean yield estimates expected to drive the next major move in grain markets. Recent crop condition declines and late-July heat have increased uncertainty around USDA&rs...
Yesterday the Senate Agriculture Committee held its markup of the “skinny” farm bill, and it was derailed over Democratic opposition to plans for imposing food stamp costs on state governments. The Democrats pushed back on a provision that required states to pick up a larger share o...
Key Takeaways: WPI’s 2025/26 corn export models continue to reflect strong international demand and put the total marketing year volume slightly above USDA’s estimates. Strong old crop corn exports are offset by weaker feed and residual use, leaving ending stocks slightly ele...