Threat from Within Dissing both the dollar and U.S. foreign policy was very popular this week. It started of course with French President Emmanuel Macron doing so in China on behalf of Xi Jinping, and then ended with Brazil’s Lula da Silva channeling his inner Macron with a similar message and audience. This was less an issue in Washington than in Europe where others in leadership recognized the problem of asserting ideological equivalence between China and the U.S. Espousing the desire to be an independent third superpower and executing its components are two very different things. Europe has three times the people and ten times the manufacturing capacity as Russia, yet it depends on the U.S. for most of its defense. Washingt...
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.
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...