Stuff and Fluff of en dehors Donald Trump has adopted the “Asian pivot” of his predecessor but not in the same fashion. While Barack Obama approached China cautiously and all others with full embrace, the Donald’s less nuanced approach involves far higher risk. Thus far on his maiden Asian voyage, he has committed the Koreans to an “expedited process” of unknown trade policy changes, was rebuffed by the Japanese with Kyōmi ga arimasen (not interested), and obtained a deal in China that is high on the sweet but low on the substance portion of a classic fluffernutter. The Chinese agreed to buy soybeans they already intended to purchase and animal proteins through an acquisition they specifically bought for that...
Forecasting developments in production agriculture
On behalf of a private U.S. agricultural technology provider, WPI’s team generated an econometric model to forecast the movement of concentrated corn production north and west from the traditional U.S. Corn Belt. WPI’s model has subsequently provided quantitative support to a multi-million-dollar investment into short-season corn variety development. WPI’s methodology included a series of interviews with regional grain elevators and seed consultants. Emphasizing outreach and communication with stakeholders who possess intimate sectoral knowledge – on-the-ground insights – is a regular component of WPI’s methodologies, made possible by WPI’s ever-growing network of industry contacts.
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...