World Perspectives

Reading Trump, Again; Economic Focus; Market Signals; Iran and China Impacts

Reading Trump, Again The Trump administration’s announcement of a Section 232 investigation into automobile imports as a national security threat only reinforced the viewpoint of critics that he is a protectionist. However, the goal is not new duties on car imports but leverage to negotiate lower tariffs on U.S. auto exports. After all, he successfully got the Chinese to unilaterally lower their import duty on cars via trade threats. Too many, particularly in Europe, still do not understand his modus operandi. They continue to bristle over the instability and charge that he is disturbing established world order. After all, the system has worked well. Trump believes it has worked well for others, much better than it does currently fo...

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Key Market Developments Macro/Geopolitics:  Markets are staring down a deadline tonight as President Donald Trump pushes Iran to reopen the Strait of Hormuz by 8:00 PM Eastern. So far, Iran has rejected the U.S.-backed ceasefire proposal — reportedly delivered through Pakistan &mdash...

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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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