The CBOT was mixed with Monday’s strength in various markets fading quickly and giving way to a “turnaround Tuesday”. Corn and soyoil were the two holdouts from the turnaround pattern as both markets saw demand-side factors boost values to modest gains. Beyond that, traders we...
This is not a defense of tariffs or the tariff war, but a discussion about strategy and asymmetry. Since Mr. Trump announced his reciprocal tariff plan (trade war) in April, most news articles have focused on the adverse impacts to Americans. Consumers would pay the cost and speculation was rif...
Beef packer margins rallied for the third straight week and returned to positive values for the first time in a month. Margins rose $16/head and hit an estimated $15 as fed cattle prices fell another $2/cwt while beef values rose by the same amount. The outlook for packer margins is increasingl...
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.