China Long Game Reports indicate that following the U.S.–China trade negotiations this weekend, President Trump will likely delay imposing tariffs on an additional $300 billion worth of imports from the Middle Kingdom. American consumers are not rebelling against the tariffs already in place but might feel more impacted if the final tranche of goods being imported are penalized. Instead, the White House will carry out pressures on Beijing through other means while hoping that China will make additional commitments to purchase American agricultural products. Neither government is ready to settle, and both are politically positioned for a very long fight. This means that U.S. agriculture will continue to be the primary adversely-impac...
Key Market Insights The broad market is locked in on this week’s Trump-Xi meeting in Beijing, but this is no longer just a trade summit. Increasingly, the meeting is becoming tied directly to Iran, energy security, and the growing global economic fallout from disruptions through the Strai...
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.