★ Daily Intelligence Briefings (DIBs)Economics & TradeTransportation Shipping and Logistics Industry Sales Squeezed Amid Potential Packaging Recession A worrying trend in packaging shipments has been amplified by three straight quarterly decline in sales at FedEx. At the…McAlinden Research PartnersJune 21, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Near-Record Cattle Prices Sustained by Drought Conditions, May Indicate Continued Culling Ahead US beef futures recently touched a record high, alongside US consumer prices for products like ground beef. The US cattle…McAlinden Research PartnersJune 20, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Codelco Languishes Under New Taxes and Falling Output, Complicating South American Copper Growth On top of company production levels falling to levels unseen in this millennium, new taxes on mining activity, and delays…McAlinden Research PartnersJune 15, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeMonetary Policy China’s Gold Grab Moves in Synch With Ongoing Drawdown in US Treasury Holdings China continued to buy gold in May, continuing a streak of purchases that has gone on since November. The rise in…McAlinden Research PartnersJune 12, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Copper Prices Slid Lower in May, But Problems in Peru Help to Keep Long-Term Supply Squeeze in Play Copper gave up all of its 2023 gains in May as LME inventories begun to recover and industrial activity remained subdued…McAlinden Research PartnersJune 1, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeTransportation European Airlines Enjoying Travel Industry Tailwinds Recent earnings reports from Ryanair and EasyJet have painted an optimistic picture for European airlines this summer. Those results coincide with…McAlinden Research PartnersMay 23, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeEnergy & EnvironmentTransportation Refiners Face Fears of Potential Freight Recession as Diesel Prices Continue Dropping Despite plummeting distillate fuel oil stockpiles, down by nearly -10% just this year, diesel prices have continued to slip lower.…McAlinden Research PartnersMay 11, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeTransportation Labor Day Holiday Helps Launch China Toward Long-Awaited Travel Recovery China's is wrapping up its first Labor Day holiday without the threat of COVID-induced lockdowns hanging over the nation since…McAlinden Research PartnersMay 3, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Fate of Black Sea Grain Initiative Thrown Back Into Uncertainty by Renewed Russian Demands The quadrilateral Black Sea Grain Deal, which has facilitated the passage of critical wheat supplies from Eastern Europe through the…McAlinden Research PartnersApril 27, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeReal Estate & Construction China’s Real Estate Recovery Slow to Trigger New Construction, Developers Begin New Fundraising Efforts The first expansion of China's real estate sector since 2021 coincided with a better-than-expected first quarter GDP reading this week, indicating…McAlinden Research PartnersApril 20, 2023