World Perspectives

Trade War Calculations; Farm Bill Calculations; Trade Potpourri

Trade War Calculations The market remains uncertain about the potential outcome from this coming weekend’s meeting between the leaders of China and the U.S. because it is a calculation of the political and economic tipping point. Note the following:

Neither side wants a long-term economic decoupling. Trump must appear to have accomplished something; Xi cannot concede to a “contain” China prescription. China is making offers to improve its trading practices, but none address the critical problem of the government’s deepening involvement in the economy. Beijing made unfulfilled promises to former U.S. Presidents Bill Clinton and George W. Bush. Trump does not need an agreement this weekend, but he must have one...

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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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