Key Market Developments Markets head into Friday’s CPI report expecting a 0.3 percent month-over-month increase in both headline and core inflation, keeping year-over-year readings near +2.5 percent. That matters — but perhaps not as much as it would have a few weeks ago. This week’s stronger jobs number already gives the Fed room to pause. Even if CPI runs hot, policymakers will likely want multiple months of confirmation before shifting course. A softer reading could lean risk-on, though it would take a meaningful surprise to significantly disrupt broader markets. The bigger story today feels less about CPI and more about positioning. Equity markets pulled back, led by a sharp unwind in technology and software shares. Re...
From WPI Consulting
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.