Democrats on Trump Trade The first Democratic presidential primary debate occurs this Wednesday, and candidates will be pressed for details on their various policy positions. For example, nearly half of them say they support challenging China but would approach it differently than President Trump. The field is somewhat split on the tactical use of tariffs (7 for, 6 oppose), and many say they would work more collaboratively with trading partners. The question is, why would their specific approach have more success? Mr. Trump’s “mano a mano” approach with the use of tariffs to create leverage and bluster to induce uncertainty deserves scrutiny. However, no other trading partner has expressed an interest in his kinetic appr...
What You Need to Know Today: Commodities were mostly lower across the board today after yesterday’s Federal Reserve meeting hinted at a potential interest rate hike later in 2026. The dollar index reached its highest level in over a year, and a strong dollar makes U.S. agricultural expor...
Tomorrow is the Juneteenth federal holiday, and the USDA, along with the rest of the federal government and the CME, will be closed, so the monthly Cattle on Feed report was released a day early. The total number of cattle on feed in feedlots with 1,000 head or more capacity on 1 June amounted...
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.