SOTU Tonight is President Biden’s third State of the Union (SOTU) address. It will be interesting to watch how far he goes on food inflation. In 2022, he said, “so many families are living paycheck to paycheck, struggling to keep up with the rising cost of food, gas, housing, and so much more ….” In 2023, he said, “Food inflation is coming down, not fast enough, but coming down.” He also laid much blame on the War in Ukraine. In the meantime, over the past couple of years the White House has tried to lay blame on “corporate greed” and meat and poultry sector concentration. This has led to the new livestock contraction rules issued (see WPI here). Of course, concentration in the packin...
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.