Polycisis or Minicrisis Adam Tooze is a fantastic historian and his characterization of a polycrisis whereby the globe suffers from a thousand interconnected cuts is compelling theater. If the end of the world genre is your cup of tea, there is also Peter Zeihan’s latest book, The End of the World is Just the Beginning. All these approaches, however, share a common attribute – they require us to suspend the economic theory of rational decision-making. U.S.-China relations is red meat for politicians, but statesmen have quickly walked back from decoupling to de-risking to now diversifying. During the academic year 2018-19, nearly 400 million Chinese were being educated in the U.S. Those returning to China harbor no ill-will.&nbs...
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
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.