All market analysis should probably be put on hold until sometime Saturday night after the tweets start to flow from Argentina following the serving of dessert to the U.S. and Chinese presidents. Those tweets will likely set the tone for virtually every market for some time. Despite all the opinions expressed by the many talking heads in the media, the simple truth is no one really knows until then what might happen either at the G-20 summit in general or at the dinner meeting between Presidents Trump and Xi. There does seem to be, though, at least a ray of optimism starting to appear far on the horizon, and far might be the operative word. It is almost impossible to believe Sunday morning will bring news of a trade agreement. The most opt...
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.