TTC Distractions The U.S. and EU confirmed that the next meeting of the Trade and Technology Council will be next month in Sweden. The agenda supposedly includes Ukraine, economic security and resilient supply chains, and other issues. The “other” may come to dominate the session. The EU is displeased with U.S. subsidies for EV’s and batteries, Washington wants exemption from border carbon taxes, and Congress has asked USTR why the meetings are not used to address other U.S. trade concerns with Europe. Keeping it on track for its original stated goals has and will be difficult. Public Research It is another farm bill and consequently another effort by special interests to increase their share of public spend...
Weighing in on strategic realignment
WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.
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...