Grain and soy markets trade on changing perceptions about inside (fundamental) and outside (macro) inputs, and seldom (if ever) do they all line up to push prices in the same direction. In mid-May, the number of those inputs is on the rise, but this has not improved the clarity of their potential influence on price direction for those futures markets. The inputs presently facing markets include the following: - Today’s financial markets have reacted with some turbulence to weakening T-bonds that have increased yields. Return on the 10-year note jumped to 3.06 percent, the highest since 2011 as the Commerce Dept. reported consumer spending ramped up in April. The U.S. Dollar Index climbed 70 points, although it has since fallen back s...
What You Need to Know Today: Brazilian President Luiz Inácio Lula da Silva secured reelection on Sunday, defeating right-wing Senator Flávio Bolsonaro despite trailing in the first round of voting. The surprise victory triggered a sharp selloff in Brazilian financial market...
The 2026 midterm elections are a week from tomorrow, but early voting has been taking place for weeks. At stake is control of Congress, including the House of Representatives, where all 435 seats are contested, and the Senate, where approximately one-third of the seats are up for election. Farm...
Key Takeaways: Total U.S. crop acres (excluding hay) are forecast to expand fractionally this year due to greater oilseed crop and winter wheat plantings. One of the key drivers of this year’s crop outlook is input costs, and crops with a lower cost profile have an advantage in producers...
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.