U.S. Policy Battle The two major parties are past the battle over President Biden’s age and should move on to the policy differences. Democrats will try to take their own problem of Biden’s age and apply it to Trump but it is likely to have less salience. Instead, the election will get down to a lot of name calling, and warnings that the other side poses some kind of imminent danger to the country. For many in industry, there is uncertainty. Trump will be better on taxes and regulation, but Kamala Harris will be better on stability, which is also important to business. Both the left and right are using business as a pinata as they fight for support from the working class. Trade policy will continue to be a wreck no matte...
What You Need to Know Today: The Brazilian real surged to start the week after a surprise election result in which right-wing Flavio Bolsonaro won the first round of the election. The swing in the U.S. dollar/Brazilian real (USD/BRL) exchange rate caused soybeans to jump sharply higher in earl...
Key Takeaways: Harvest pressure is fundamentally a timing issue: supply arrives much faster than demand can adjust, creating temporary weakness that can occur across crops and regions. The intensity of that pressure depends less on crop size alone than on how quickly grain moves into the syste...
Pork packer margins closed out September as positive, marking an improvement in a challenging 2026. According to Sterling Marketing, for the week ending 26 September, pork packer margins were $6.98 per head, which is up from a loss of $0.13 the previous week, more than double the margin of $3.9...
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.