★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy US Deployment of M1 Abrams Marks a New Milestone in Ukraine, Security Assistance to Surpass $27 Billion President Biden has announced the US will provide the Ukrainian military with M1 Abrams tanks, a reversal of Washington's long-standing…McAlinden Research PartnersJanuary 26, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy New Russian Offensive In Southern Ukraine Could Signal a Coming Resurgence for Slumping Wheat Prices Wheat futures have fallen back to prices last seen prior to Russia's invasion of Ukraine, but a new offensive in…McAlinden Research PartnersJanuary 23, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinanceMonetary Policy As USD Continues to Crack, China and Others Wage War on Dollar Dominance in Global Trade A weakening Dollar throughout the second half of 2022, and into the new year, has coincided with a ramping up…McAlinden Research PartnersJanuary 18, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinanceReal Estate & Construction Beijing Digs Property Developers Out of Cash Crunch, But Reforms Will Need to be Supported by Demand Shares of Chinese real estate developers have soared into 2023, largely reflecting the introduction of more permissive policy from Beijing.…McAlinden Research PartnersJanuary 11, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradePolitics & PolicyTransportation Chinese Tourists Set to Surge Back Into Southeast Asia, Bolster International Travel Industry Southeast Asia's vibrant tourist economy has suffered several down years, resulting from the COVID-19 pandemic. 2023 may be the year…McAlinden Research PartnersJanuary 9, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeEnergy & Environment Coal Demand Cracks New Record, But Continually High Prices Could Ultimately Benefit Renewable Capacity Coal consumption will hit an all-time high in 2022, marking a stunning rebound from just two years ago when utilization…McAlinden Research PartnersDecember 21, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ Saudi ArabiaPolitics & Policy Saudi Arabia Cements Status as Fastest-Growing G20 Economy, Advances Investment Ambitions Saudi Arabia remains on track to be the fastest-growing major economy in the world this year while posting a budget…McAlinden Research PartnersDecember 13, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeLabor, Education & DemographicsPolitics & Policy China’s Year of Protest Continues to Threaten Growth Targets, Culminates in Anti-Lockdown Demonstrations Widespread protests have broken out across China in opposition of yet another bout of lockdowns in the world's second-largest economy.…McAlinden Research PartnersNovember 29, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentPolitics & Policy EU Price Cap on Russian Oil Unlikely to Meaningfully Impact Price, Will Probably Include Exemptions Ongoing talks surrounding a proposed EU "price cap" on Russian oil have stalled but will have to conclude before the Union's…McAlinden Research PartnersNovember 28, 2022
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Less Rich, But Not Cheap Stocks remain far off from their 2021 high, but it’s not exactly correct to call them “cheap”. Multiples like the…McAlinden Research PartnersNovember 22, 2022