World Perspectives

Hard Hit with Benefits; American Consumerism; AI’s Trump Trade Solution

Hard Hit with Benefits U.S. agriculture will likely bear the brunt of retaliation by trading partners responding to Mr. Trump’s tariff war, but it could also be the largest beneficiary. Various capitals easily calculate that U.S. farmers strongly supported Trump for President, with farming dependent counties providing an average of nearly 78 percent support. To make the tariff war painful for the White House, hit American farmers. But countries that are negotiating with the U.S. are concurrently looking at offering trade concessions favorable to American farmers. Examples include Tokyo, which the Japan Times says is looking at concessions involving rice and soybeans, and maybe beef and potatoes. It is trying to favor a Trump constitue...

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feed-grains soy-oilseeds wheat

Market Commentary: Pushing Toward New Lows on Bearish Supplies

There was higher volume today trading corn and hogs, and lower volume in the soy complex and SRW.  New contract lows were printed for corn, SRW, and HRW.  Yesterday’s crop progress report reflected potentially stellar crops and yield estimates from private analysts continue to p...

Infuriating Ingratiation; Soul Crushing Jobs

Infuriating Ingratiation Based on European press reports, the terms of the transatlantic trade deal (see Tariffs as a Tax) are less objectionable than the “humiliation” of “submission” to the U.S. But that is just Europe being its usual “bantie rooster.” ...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.02/bushel, down $0.05 from yesterday's close.  Sep 25 Wheat closed at $5.0825/bushel, down $0.085 from yesterday's close.  Nov 25 Soybeans closed at $9.9075/bushel, down $0.0375 from yesterday's close.  Dec 25 Soymeal closed at $284.9/short ton, down $0.1...

feed-grains soy-oilseeds wheat

Market Commentary: Pushing Toward New Lows on Bearish Supplies

There was higher volume today trading corn and hogs, and lower volume in the soy complex and SRW.  New contract lows were printed for corn, SRW, and HRW.  Yesterday’s crop progress report reflected potentially stellar crops and yield estimates from private analysts continue to p...

Infuriating Ingratiation; Soul Crushing Jobs

Infuriating Ingratiation Based on European press reports, the terms of the transatlantic trade deal (see Tariffs as a Tax) are less objectionable than the “humiliation” of “submission” to the U.S. But that is just Europe being its usual “bantie rooster.” ...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.02/bushel, down $0.05 from yesterday's close.  Sep 25 Wheat closed at $5.0825/bushel, down $0.085 from yesterday's close.  Nov 25 Soybeans closed at $9.9075/bushel, down $0.0375 from yesterday's close.  Dec 25 Soymeal closed at $284.9/short ton, down $0.1...

Snacking Turmoil

There are a lot of issues working against the snack world right now from tariffs to cocoa and sugar prices, to the Make America Healthy Again (MAHA) ban on dyes and artificial colors.  Let’s take a look. First, there is the ongoing volatility of cocoa prices. Prices have been in an a...

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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.

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