World Perspectives

U.S. – China Rift; India’s Manipulations; Then and Now

U.S. – China Rift There is a split within Washington policy circles over the continuation of Donald Trump’s tariffs on Chinese goods. Backing the Senate position, Treasury Secretary Janet Yellen called for reducing the tariffs and White House Deputy National Security Advisor Daleep Singh said they “serve no strategic purpose.” Meanwhile, USTR Katherine Tai backs the House position that the tariffs provide negotiating leverage. As former Senator and Ambassador to China Max Baucus used to say, leverage is all that matters in trade negotiations. One side says eliminating the tariffs will attack inflation; the other side says they do not and instead keep the U.S. dependent on the Chinese supply chain. The want to elimin...

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Summary of Futures

Dec 25 Corn closed at $4.2025/bushel, up $0.1025 from yesterday's close.  Dec 25 Wheat closed at $5.3425/bushel, up $0.0525 from yesterday's close.  Nov 25 Soybeans closed at $10.545/bushel, up $0.065 from yesterday's close.  Dec 25 Soymeal closed at $289/short ton, up $1.7 from...

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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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