World Perspectives

Tweets Lack Impact

The Wall Street Journal analyzed how the S&P 500 reacted on the days President Trump tweeted more optimistically about trade policy; the argument being that when the stock market is nervous, he tweets something positive to improve market confidence, such as retracting his plan to increase tariffs on China after the market reacted badly. That question about tweet impacts could be asked of commodity markets. We used the same tweet events identified by the Journal:  1. 10 April 2018: ‘Great progress’ on trade talks 2. 4 May 2018: ‘Look forward’ to meeting with Chinese President 3. 1 November 2018: Trade talks are ‘moving along nicely’ 4. 3 December 2018: ‘Very good things will happen&rsqu...

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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.

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