World Perspectives

Trump’s Tariff Plan; Whither Europe; RTO Beats WFH

Trump’s Tariff PlanFew things attract more speculation than how President-Elect Donald Trump will model his plan to increase tariffs on imports. Some economists have taken his most exaggerated claims and predict they will cause slower economic growth and higher inflation. At least one advisor said Mr. Trump would follow the law in devising tariffs, presumably meaning he will use the Trade Act of 1974, which has protectionist provisions that at least conform to WTO procedures. This would be similar to current USTR Katherine Tai’s characterization that tariffs can have utility if crafted in a smart and strategic manner. And some members of Trump’s inner circle describe tariffs as leverage for negotiating concessions. Knowing that high pr...

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A look at Argentina’s fiscal and economic policy is instructive on two levels. First, understanding its impact for Argentina’s position in ag commodity trade, and second as a policy analog. President-elect Trump will create the new Department of Government Efficiency (DOGE) which will be part o...

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Near-Term Beef and Cattle Market Outlook

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Argentina’s Economy One Year after Milei

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feed-grains soy-oilseeds wheat

Market Commentary: Grains, Oilseeds, Cattle All Fall on Exports and Technical Pressure

A disappointing Export Sales report for most of the major commodities sent CBOT futures broadly lower on Thursday. Export sales and shipments for corn, soybeans, and wheat were all on the low end of expectations and below last week’s values, which prompted traders to abandon (temporarily, at le...

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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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