Properly Characterizing China Former President Donald Trump had a lot of choice descriptors for China, many of them crude. Europe tried the term “strategic competitor” but that sounded relatively benign. The G-7 this past weekend more properly gave the Middle Kingdom the moniker of being a “systemic challenge.” The leaders spoke to China’s “non-market” economic interventions and forced labor. They agreed to “develop coordinated action,” having none currently in hand. Ryan Heath of Politico noted the hypocrisy of the G-7 meeting, demanding that global food markets remain open and market-oriented, while criticizing China’s non-market economy but talking up their own price fixing sch...
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.