World Perspectives

Economists Lose to Meds; Nuts Over Meat; OECD as Decision Body; Leveraging Changes

Economists Lose to Meds Caught your eye?! That is what just happened. Economists know balance sheets and now they are pondering the cost/benefit of a split-second political decision several weeks ago that said one discipline would lose to another. Dollars to doughnuts this is the subject of hundreds of subsequent post-COVID economic studies. Some say choosing life or the economy is a false dichotomy. University of Chicago professor William Howell says “What healthy politics is, is one that allows for meaningful and civil disagreement and engagement.” Our politics are not that healthy. Nuts Over Meat Advocates for meat substitutes are arguing that now is the time for consumers to switch to these products. Both because it would...

Related Articles
feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  EU grain markets continue to see pressure as the euro’s meteoric rise to a 3½-year high against the U.S. dollar undermines grain export competitiveness. The currency’s rally has sparked significant technical selling in Matif futures with Paris wheat fallin...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed that funds are slightly increasing bullish bets across the ag space, primarily in the soy complex and livestock futures. Managed money traders’ net ag position (the combined position across the soybean complex, the three U.S. wheat contracts, corn, and th...

feed-grains soy-oilseeds wheat

Market Commentary: No Raucous End to the Week

With no new input on fundamentals, traders passively went through the day making only minor changes. Monday’s crop progress report will provide some input, and especially focus on the May 12 WASDE. It will be the first keen look at the balance sheets for MY 2025/26.  It was the fifth...

feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  EU grain markets continue to see pressure as the euro’s meteoric rise to a 3½-year high against the U.S. dollar undermines grain export competitiveness. The currency’s rally has sparked significant technical selling in Matif futures with Paris wheat fallin...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed that funds are slightly increasing bullish bets across the ag space, primarily in the soy complex and livestock futures. Managed money traders’ net ag position (the combined position across the soybean complex, the three U.S. wheat contracts, corn, and th...

feed-grains soy-oilseeds wheat

Market Commentary: No Raucous End to the Week

With no new input on fundamentals, traders passively went through the day making only minor changes. Monday’s crop progress report will provide some input, and especially focus on the May 12 WASDE. It will be the first keen look at the balance sheets for MY 2025/26.  It was the fifth...

North Dakota and Glyphosate

Bayer CEO Bill Anderson averred in a recent Wall Street Journal interview that the company will make a decision “in months” - not years – whether it will remain the only domestic producer of glyphosate in the U.S. Anderson became CEO in 2023 and at the time promised to have th...

Image
From WPI Consulting

Infrastructure investment due diligence

On behalf of a Canadian oilseed processer WPI's team provided market analysis, econometric modeling and financial due diligence in support of a $24 million-dollar investment in a Ukrainian crush plant. Consistent with WPI's findings, local production to supply the plant and the facility's output have expanded exponentially since the investment. WPI has conducted parallel work on behalf of U.S., South American and European clients, both private and public, in the agri-food space.

Search World Perspectives

Sign In to World Perspectives

Don’t have an account yet? Sign Up