World Perspectives

Unnecessary Protectionism; Solving the Wrong Problem; GSP Leverage

Unnecessary Protectionism The pro-trade group, Hinrich Foundation, correctly calculates that the relative commercial strengths of the U.S. and Brazil make them perfect free trade agreement partners. After all, the U.S. is more competitive in capital goods, consumer products and machinery, while Brazil’s strengths are in agriculture, intermediate goods and minerals. The difference in the two countries’ Revealed Comparative Advantage is just 16 percent, yet Brazil imposes border protection that is nearly 4,000 percent greater. Indeed, if Brazil has a comparative advantage in animal products, hides and skins and vegetables, why does it need to impose tariff rates on these products that are an average 250 greater?  Solving...

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CFTC COT Report Analysis

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feed-grains soy-oilseeds wheat

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Export Sales and Shipments data for the week ending Nov 27, 2025...

feed-grains soy-oilseeds wheat

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The following tables/charts reflect the CFTC's latest data release, which covers traders' positions through 2 December. The data are, obviously, delayed due to the 40-day 2025 U.S. government shutdown. While the positions below likely have little influence on today's markets or fund positioning...

feed-grains soy-oilseeds wheat

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Europe; Greening; AI; Ice Cream; UPFs; Algorithms

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From WPI Consulting

Accountability and a comprehensive approach to export programming

WPI’s team helped construct a strategic approach to develop, implement, and track promotional activities in 8 key regions across the globe for an agricultural export association. With continued progress measurement and strategic advisory services from WPI, the association has seen its ROI from investments in promotional programming increase by 44 percent over the past 5 years. Not only does this type of holistic approach to organizational strategy provide measurable results to track and analyze, it fosters top-down and bottom-up organizational accountability.

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