⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMarketsMonetary Policy The “Real” Rate Story Rising nominal rates are clearly putting pressure on economic growth in the US. The Fed has become more aggressive as…McAlinden Research PartnersOctober 4, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Escalating Warfare Wrecks Ukraine’s Grain Harvest and Undermines Russian Exports Crop futures are back on the rise, particularly among key grains like corn and wheat. While drought conditions in several major…McAlinden Research PartnersOctober 3, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsMonetary PolicyPolitics & Policy UK’s Pound Sterling Slammed by Stagflationary Prospects, Loss of Confidence in Policymakers The UK's Pound Sterling (GBP) plummeted yesterday, recording one of its worst days of trading across the past three decades. Moreover,…McAlinden Research PartnersSeptember 27, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Aerospace & DefensePolitics & Policy Defense Firms Set to Earn Billions of Dollars in New Contracts Amid Militarization of Eastern Europe Military spending and US foreign aid is tilting heavily toward the EU and NATO's borderlands in the eastern part of the European…McAlinden Research PartnersSeptember 20, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeLabor, Education & DemographicsReal Estate & Construction Perpetual Population Decline May Compel Hong Kong Officials to Relax Restrictive COVID Policies Hong Kong has continued to enforce a strong spate of pandemic restrictions to try and maintain COVID-19 cases in the…McAlinden Research PartnersSeptember 19, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeManufacturing & LogisticsTransportation Container Shipping’s Record Run in Jeopardy as Trade Flows Weaken, Freight Rates Crash The container shipping industry has boomed to record profits throughout the past seven quarters, but that run may be about to…McAlinden Research PartnersSeptember 8, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeEnergy & EnvironmentPolitics & Policy Russia Pushes Forward on Energy Market Ultimatum, May Add Trillions to European Energy Bills After a protracted thinning of Russian gas flows to Europe, Moscow has finally pulled the plug on the critical Nord Stream…McAlinden Research PartnersSeptember 6, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Coffee Prices Climb Higher on Weaker Inventories and Crumbling Harvests Across Several Continents Coffee futures jumped back to six-month highs this week on thinning inventories and forecasts for weaker crop yields from key…McAlinden Research PartnersAugust 25, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeEnergy & Environment Gulf States Strengthened Their Surpluses and Economic Growth Projections with Q2 Energy Revenues Energy-rich economies along the Persian gulf continued to report robust financial performance in the second quarter of 2022, further justifying…McAlinden Research PartnersAugust 22, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeReal Estate & Construction Homebuilder Sentiment Underwater as Housing Starts Stumble, Sales Data Sours The latest housing market index from the National Association of Home Builders (NAHB) marked a rough start to the month's schedule…McAlinden Research PartnersAugust 16, 2022