Low on Totem Pole Congressional Republicans will try all kinds of approaches to the government shutdown in an attempt to shift pressure back on to their opponents. First they offered a one-week clean extension of federal funding, but Senate Democrats are refusing to even conference with the House. Next, Republicans are offering extended, unencumbered funding to select, politically popular agencies, like Veterans Affairs and National Parks. The Democrats agreed with the Republican proposal to exempt the military from the sequester, but are balking at Balkanizing the government.The strategy will only work if the public understands and agrees with this second-best approach. Even Wall Street, which managed a shrug of the shoulders today, m...
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.
As predicted, the Federal Reserve held rates steady at the last meeting before the midterm elections, likely in part because of the election (see WPI 19 October and 22 September). The decision comes at the tail end of a midterm election cycle that has been marked by the two parties campaigning...
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...