It was sell the rumor buy the fact in a Topsy-Turvey 24 hours of trading on what happened in South Korea between the world’s two top leaders. Presidents Trump and Xi made a deal, but the details were initially vague, and some skepticism remains. Treasury Secretary Scott Bessent tried to provide some clarity this morning on Fox Business Network, saying that China agreed to buy 12 MMT of U.S. soybeans during the remainder of 2025, and committed to buying 25 MMT of soybeans per year over the next three years. Understandably, there are skeptics given that China failed to adhere to the ag commodity purchases it committed to in the Phase One trade deal, an issue now under a Section 301 investigation. After all the drama, China has com...
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.