Newly installed Argentine President Javier Milei told elites in Davos last week that they need to rally around capitalism because socialism has never improved the lives of people. His speech was welcomed by some in the audience but not by all back in Argentina. He now faces large protests in Argentina by those that think they’ve benefited from Peronist socialism. His budget cuts and removal of regulations on labor and business have immediate adverse impacts but long-term benefits if they can be sustained. Politics in the U.S. has security aid for Ukraine tied up with securing the southern border. Brussels now realizes it must ante up on its own for getting aid to Kyiv. Hungary is blocking the effort but leaders insist tha...
The U.S.-Mexico-Canada Agreement (USMCA) enters its mandated six-year review on 1 July. The original intent of the review is outlined in Article 34.7, which obligates members to: Provide recommendations and decide on appropriate actions. Extend the USMCA for another 16 years and meet aga...
Key Market Insights Geopolitical Limbo: Geopolitical risk remained a key driver across global commodity markets today. President Trump stated that the Iran memorandum of understanding is not yet final and warned that military action could resume if negotiations fail. Both sides continue w...
Key Takeaways: Drought remains a major threat to global agricultural production, particularly in regions with limited rainfall and growing water scarcity. Commercially available drought-tolerant traits in corn, soybeans, and wheat have generally delivered modest yield improvements, limiting th...
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.