★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Sports BettingMarketsPolitics & PolicyServices ESPN-Penn Tie Up Initiates New Era for US Sports Betting, Upcoming NFL Season Likely to Juice Earnings After years of speculation about whether ESPN would ever launch a sportsbook to capitalize on the boom in online gambling,…McAlinden Research PartnersAugust 10, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeReal Estate & Construction China Descends Into Deflation as Exports Crumble and New Home Sales Tumble Recent Chinese data releases have painted a worrying picture for the world's leading manufacturing economy, as PMIs, trade flows, and…McAlinden Research PartnersAugust 9, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMarketsMonetary Policy US Banking Sector Slammed by Spate of Downgrades as Dependence on Liquidity Assistance Looms Ten banks faced credit rating downgrades from Moody's this morning, along with six more prominent depositories being put on watch…McAlinden Research PartnersAugust 8, 2023
★ Daily Intelligence Briefings (DIBs)MarketsTechnology AMD Banking on Next-Gen AI Accelerator to Compete with Nvidia, Revive Softer Data Center Sales AMD's most recent earnings report showed a concerning slowdown in its data center business, a key growth engine in the…McAlinden Research PartnersAugust 7, 2023
★ Daily Intelligence Briefings (DIBs)FinancePolitics & Policy Fitch’s US Debt Downgrade Dismissed by Some, But Could be Driving Long-Term Rates Higher A downgrade of the US's sovereign debt by Fitch Ratings, from AAA to AA+, has been widely dismissed by government…McAlinden Research PartnersAugust 3, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradePolitics & Policy Russia Shifts Missile Strikes Toward Ukraine’s River Ports, Cutting Off Back Door for Black Sea Grain Ships Russia resumed their targeting of key Ukrainian shipping infrastructure this morning, slamming the river port of Izmail with missile and drone…McAlinden Research PartnersAugust 2, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ Aerospace & DefensePolitics & Policy Niger Coup Could Spiral Into a New Proxy Conflict, Posing Serious Risks to Europe’s Uranium Supply The ongoing coup in Niger has opened up yet another battle for the US and Europe's geopolitical influence, which could…McAlinden Research PartnersAugust 1, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Codelco Output Forecasts Crumble Under Weight of Reforms, Peru’s Copper Troubles Likely to Persist Expectations for Codelco's annual copper production continue to be whittled down with each passing quarter. State-owned Codelco is the world's biggest…McAlinden Research PartnersJuly 31, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ Saudi ArabiaPolitics & Policy Saudi Crude Cuts Help to Secure Country’s Budget Goals, Likely to be Extended Into September Efforts to thin out the supply side in crude markets, largely shouldered by Saudi Arabia, bore fruit in July. Major energy…McAlinden Research PartnersJuly 27, 2023
★ Daily Intelligence Briefings (DIBs)Labor, Education & DemographicsManufacturing & LogisticsPolitics & PolicyTechnology Taiwan’s Semiconductor Industry Faces Continual Risk From China, Key US Reshoring Efforts Delayed Summary: Taiwan Semiconductor Manufacturing Co's decision to delay the opening of a much-lauded $40 billion Arizona plant into 2025 shows…McAlinden Research PartnersJuly 26, 2023