US-PRC - What to Believe? The negotiations are going great again. All is well. Be calm markets. Are the two sides, China and the U.S. on track together? Is Trump nervous about the economy and willing to settle for less than before? Is Xi nervous about the Chinese economy, or just giving Trump another opportunity? Is this just another shot of morphine to ease the pain and elongate tolerance for the war? In some ways, the bar for Trump is getting lower. Democratic presidential candidate Beto O’Rourke says that as president, he would end the tariffs and simply ask China to fundamentally change their economy because we want them to do. This attitude inoculates Trump against the charge that he settled for too little. But when the w...
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.