We have just completed the first week of trading the markets 21 hours per day. It was another extremely volatile week with prices staging a free-fall Tuesday and Wednesday paralleling steep losses across the rest of the world's commodity and financial markets. The wall of worry was getting higher this week as we still can't seem to understand that Greece is toast and we should move on to the next sovereign debt problem. Rather than trying to find a solution to Greece, we should instead learn from its mistakes lest we become the next object lesson. Oh, well.The 21-hour trading session didn't really seem to have much impact on trading. It just meant less sleep for those of us addicted to looking at the screen when markets are open. Trading...
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.
What You Need to Know Today: Cattle futures extended their sharp selloff Friday as weakening cash cattle prices, deteriorating feedlot profitability, and reduced packer demand continued to weigh on the market. The inability of futures to sustain a rally following last week's bullish Cattle on...
Key Takeaways: WPI’s new EU rapeseed crushing margin models point to weaker processing returns over the next four months due to higher rapeseed procurement costs and weaker product values. Statistical forecasts call for German crushing margins to decline from €181/MT to €...
Key Takeaways: The tariff burden rose sharply in 2025 and 2026: the effective rate on imports in HTS Chapters 1–24 increased from 1.53 percent in 2024 to 6.11 percent in 2025, before averaging 5.68 percent in January–August 2026. Headline rates tell only part of the story: exemptio...