The market is wagering that the U.S.-China trade war is escalated this Friday, and it may be right. China has pushed back against threats by President Trump that he will greatly increase tariffs that day if concessions are not made. Beijing would lose face if it were seen to be capitulating to his efforts at intimidation. President Trump has believed that the U.S. has more leverage in one-on-one negotiations with other countries, and he has sought to focus the benefits of such negotiations on Americans rather than sharing them with allied countries. His trade war with China may prove the opposite – that extracting reforms from Beijing would have been better leveraged had the effort been coordinated with Brussels and Tokyo. ...
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
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.