★ 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
★ Daily Intelligence Briefings (DIBs)Economics & TradeTransportation Chinese EV Brands Benefit From Strong Domestic Market, Plan Expansion in Europe and Southeast Asia Growth in electric vehicle sales has remained relatively stable when compared to broader automotive markets in the US and abroad.…McAlinden Research PartnersNovember 16, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Russia Likely to Renew Black Sea Shipping Deal with Ukraine, But Potential for Wintertime Escalation Looms After several weeks of negotiations, it appears Russia will agree to an extension of their deal with Ukraine, Turkey, and…McAlinden Research PartnersNovember 15, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradePolitics & PolicyReal Estate & Construction China Attempts to Counter Property Downturn and Manage Contagion by Loosening Up More Liquidity China's latest plan to stymie the decline of its massive property sector is significantly broader than previous measures. The sixteen-point…McAlinden Research PartnersNovember 14, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeLabor, Education & DemographicsPolitics & Policy Hong Kong Stocks Continue Slipping Lower, Offices Hemorrhage Tenants Amid Corporate Exodus On the heels of a controversial Communist Party Congress in mainland China, shares of Hong Kong listed firms suffered from…McAlinden Research PartnersNovember 3, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeMonetary Policy Central Banks Embark on a Gold Buying Spree as Instability Threatens to Spark a Rally Though gold has skidded into its worst losing streak in more than 150 years, central bank buying has accelerated to…McAlinden Research PartnersNovember 2, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Defense Sector Earnings, Developments in Ukraine Detail Significant Upside for Weapons and Equipment Sales Q3 earnings figures in the US aerospace and defense industry were broadly positive, pushing up valuations across the sector throughout…McAlinden Research PartnersOctober 31, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentⓁ Saudi ArabiaPolitics & Policy Rising Oil Revenues Help Saudi Arabia Accelerate Economic Transformation via Vision 2030 Saudi Arabia is utilizing surging oil revenues to accelerate the transformation of its economy through the Vision 2030 initiative. The…McAlinden Research PartnersOctober 25, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradePolitics & Policy OPEC+ Overshoots Expectations with New Output Cuts, American Oil & Gas Revival Becomes Critical OPEC+ delivered a shock to oil markets last week. The syndicate drove WTI benchmark crude to its highest close since…McAlinden Research PartnersOctober 10, 2022