Trump’s Successes President Trump gets blamed for much, including for burning down the Amazon by one red-faced environmentalist. His approach can be likened to be the bull in the china closet, but he is having some limited successes: • There is no agreement yet with China but if there is one, it will involve more concessions from Beijing than his predecessors achieved. • The trade agreement with Japan is far less than the benefits of TPP, but even Hillary Clinton said she opposed TPP. • He demanded that Europe pay more for NATO, and now they are, including hyper-resistant Germany. • His removal of India’s GSP privileges was a harsh tactic but now there is word that there is a trade agreement to pos...
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.
Beef packer margins improved to -$130/head last week, up $44 from the prior week as sharply lower fed cattle prices more than offset continued seasonal weakness in the Choice cutout. The cutout declined to $373/cwt while fed cattle prices fell to $238/cwt, allowing packer spreads to recover for...
What You Need to Know Today: The conflict between the U.S. and Iran continues to escalate with the two sides exchanging attacks over the weekend. President Trump said Iran “will pay” for recent attacks that claimed the lives of U.S. troops stationed in Jordan. There are some signs...