The weather rally continues to shift fund positioning and sentiment from its former bearish posture to a far more bullish configuration. Managed money traders purchased 93,000 contracts across the ag markets, expanding their all-ags net long 98 percent in the process. The biggest drivers of the bullish trend were corn and soybean futures, which together accounted for 89 percent of the net buying. The soy complex again experienced bullish pressure ...
What You Need to Know Today: Rising hostilities and an end to any semblance of a ceasefire between the U.S. and Iran created geopolitical risk-off trade in macroeconomic markets, though the CBOT seemed immune. President Trump announced the U.S. military would resume its naval blockade on Iran...
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.