USG Closure Congressional Democrats are debating whether they should force the U.S. government into closure at the end of this month when the budget (continuing resolution) expires. Back in March, a handful of Democratic U.S. senators joined with the Republicans in ensuring funding through 30 September but many in the Party thought it was a mistake. The Party faithful see no reason to enable the “fascist and authoritarian” leader they hate. The counter argument is that under law, failure to pass a budget gives Trump increased authority and suits Republican goals of shrinking the government. A shut down looks increasingly likely with online betting site Polymarket giving a shutdown a 55 percent likelihood and bettors on Kalshi gi...
Macro: Treasury Squeezes Yields, the Dollar Gives Way Today’s markets are offering a lesson in pressure: it rarely disappears — it simply moves. The U.S. Treasury stepped into the bond market after long-term yields surged to levels not seen in nearly two decades. By announcing plans...
Key Takeaways: With cattle supplies historically tight and packer margins deeply negative, beef processors are reducing excess slaughter capacity, with decisions over which plants to close driven by cattle availability, operating efficiency, and the ability to maintain high utilization rates...
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.