World Perspectives

U.S. – EU Agreement; Macro Bearishness

U.S. – EU Agreement Although France was balking at agreeing to the 17-page transatlantic agreement, tomorrow’s meeting of the U.S. – EU Trade and Technology Council is expected to be a success, largely because it is focused on the doable. Two issues that do not appear to be covered include the FAANGs and data privacy. Although the Biden Administration has echoed European wishes to break up technology firms and tax them, they have been the major growth stocks fueling retirement security for half of all Americans. Those investments are already threatened by the Fed and bond market moving to quell inflation risks. The NASDAQ 100 peaked in early September and is now down 2.5 percent.  The second challenging issue is dat...

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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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