★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeEnergy & EnvironmentManufacturing & Logistics US Executive Action on Solar Tariffs and Supply Chain Sends Shockwaves Through Energy Industry The Biden Administration shocked the energy sector on Sunday, announcing the suspension of any tariffs on solar panels from key…McAlinden Research PartnersJune 7, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeEnergy & EnvironmentMarkets Shares of Gulf State Firms Make Gains on Rising Energy Prices, Growing Fiscal Surpluses Shares of companies based in energy-rich states along the Persian Gulf are among the top performers in all emerging markets…McAlinden Research PartnersJune 6, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeReal Estate & Construction Steel Mills Set to Bounce Back on Potential for Global Industrial Rebound Steel stocks have been a rollercoaster in 2022, but the latest news out of the US and China heralds the…McAlinden Research PartnersMay 19, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeMonetary Policy Bank of England Throws UK Growth Into Question, Pound Sterling Stifled by Dollar Strength The United Kingdom began a charge toward tighter monetary policy among developed nations in 2021, but the pace of rate…McAlinden Research PartnersMay 18, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & Trade Wheat Prices Continue to Push Higher in the Wake of Slowing Global Grain Trade Food prices are increasing across the board, but the rise in wheat prices has been particularly steep over the last…McAlinden Research PartnersMay 17, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMonetary Policy Emerging Market Prospects Pulverized by Dollar’s Rise, China Could Make or Break a Potential Comeback Unrelenting Dollar strength throughout the year has whittled away at broadly positive expectations for emerging markets in 2022. With the…McAlinden Research PartnersMay 10, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeMonetary Policy China Launches More Stimulus Measures to Counter Fallout From Heavy-Handed COVID Lockdowns Following the implementation of major tax cuts and financial reforms to boost lending and loosen up liquidity for its beleaguered…McAlinden Research PartnersMay 4, 2022
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Stagflation at Best In Q1, the US economy contracted for the first time in almost two years. Simultaneously, the yield curve has sent…McAlinden Research PartnersMay 2, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeTransportation Ocean Freight Faces Another Round of Disruptions, Falling Rates Signal Potential Slowdown in Demand Shipping markets have been thrown into disarray once again, this time being slammed with a double whammy. Just as the…McAlinden Research PartnersApril 14, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Rare Earths Crucial to Future of Technology, US to Boost Domestic Production and Reduce Reliance on China Rare earth elements (REE), a group of 17 metals, are crucial to the production of everything from semiconductors to smartphones…McAlinden Research PartnersApril 11, 2022