World Perspectives

Inflation’s Sentinel – Labor Fight; Linkages and Watering; USMCA Lesson

Inflation’s Sentinel – Labor Fight The IMF’s chief economist has opined that stagflation is not a risk and JP Morgan’s influential Jaime Diamond concurs, pointing to growth accompanying inflation. But that doesn’t mean there are not worrying signals in the economy. For example: • China has increased limitations on fertilizer exports to stabilize domestic supply; • Bangladesh will ban the export of soymeal;  • India greatly reduced vegetable oil import duties; and  • Higher fertilizers costs will cause French farmers to grow less maize. The signals of inflation are everywhere and now most notably in labor where politics finds its third rail. Workers at tractor-maker John Deere...

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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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