The CBOT saw continued support and speculative buying from hopes for the upcoming U.S.-China Presidential meeting in South Korea on Thursday and from the recent trade deals with Japan, Vietnam, Thailand, and Malaysia. The price-depressive effects of the 2025 trade war(s) need no introduction for WPI readers, and the current hopes for a trade-war end are similarly self-explanatory. What has been more interesting, however, is funds (estimated) reaction to the news. Managed money funds quickly flipped soybean shorts for a rapidly growing long position and are hardly exiting short positions in soymeal too. Despite strong export demand for corn and trade-deal hopes for further increases, however, funds have been far more measured in their exit f...
From WPI Consulting
Accountability and a comprehensive approach to export programming
WPI’s team helped construct a strategic approach to develop, implement, and track promotional activities in 8 key regions across the globe for an agricultural export association. With continued progress measurement and strategic advisory services from WPI, the association has seen its ROI from investments in promotional programming increase by 44 percent over the past 5 years. Not only does this type of holistic approach to organizational strategy provide measurable results to track and analyze, it fosters top-down and bottom-up organizational accountability.