World Perspectives

Trade War Dynamics

First quarter global merchandise trade accelerated faster than expected as everyone expedited purchases ahead of tariffs and potential slowing of import demand. These market exchanges have likely remained accelerated ahead of the now 1 August tariff deadline, but increased costs were apparent in today’s CPI report for June. However, the uptick in inflation was too small to sidetrack Mr. Trump’s plan.  The President announced a trade deal with Indonesia that sounds largely lopsided in favor of the U.S., and there are rumors of an impending deal with India. The two hard to crack nuts are the EU and Japan. Brussels has been holding on retaliation but now faults Washington for resisting a deal. The White House believes Europe c...

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From WPI Consulting

Infrastructure investment due diligence

On behalf of a Canadian oilseed processer WPI's team provided market analysis, econometric modeling and financial due diligence in support of a $24 million-dollar investment in a Ukrainian crush plant. Consistent with WPI's findings, local production to supply the plant and the facility's output have expanded exponentially since the investment. WPI has conducted parallel work on behalf of U.S., South American and European clients, both private and public, in the agri-food space.

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