Why Inflation is Real The debate amongst economists as to whether the current spike in inflation is transitory or a longer lasting trend is almost entirely focused on supply chain equilibration. Recovery from the pandemic-induced economic coma is uneven and various suppliers are struggling to align with a resurgence in demand. However, the policy agenda of eliminating greenhouse gas emissions will be inherently inflationary. A new report by the Rockefeller Foundation argues that food costs will triple if the sector is to address adverse health impacts (obesity), climate change and biodiversity losses. Factoring in environmental, social and governance (ESG) factors is costly and European officials are crafting border taxes to protect...
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.
Key Takeaways: The CME Group is launching new 90 percent Lean Beef and 50 percent Lean Beef futures and options contracts in July. There are five key factors that must be present in physical markets and futures contract specifications for futures contracts to become successful. The two l...
What You Need to Know Today: The hot, dry weather forecast continues to drive strength in grain futures with corn and soybeans hitting another day of strong gains. Monday’s Crop Progress and Conditions data were in line with market expectations and showed relatively few concerns for the...