Democrats on Trump Trade The first Democratic presidential primary debate occurs this Wednesday, and candidates will be pressed for details on their various policy positions. For example, nearly half of them say they support challenging China but would approach it differently than President Trump. The field is somewhat split on the tactical use of tariffs (7 for, 6 oppose), and many say they would work more collaboratively with trading partners. The question is, why would their specific approach have more success? Mr. Trump’s “mano a mano” approach with the use of tariffs to create leverage and bluster to induce uncertainty deserves scrutiny. However, no other trading partner has expressed an interest in his kinetic appr...
Infrastructure investment due diligence
On behalf of a Canadian oilseed processer WPI's team provided market analysis, econometric modeling and financial due diligence in support of a $24 million-dollar investment in a Ukrainian crush plant. Consistent with WPI's findings, local production to supply the plant and the facility's output have expanded exponentially since the investment. WPI has conducted parallel work on behalf of U.S., South American and European clients, both private and public, in the agri-food space.
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...