★ 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)⦁ Theme TrackerCommoditiesMarketsPolitics & Policy Dam Destruction and Dry Weather May Devastate Ukrainian Grain Harvest Ukrainian grain supplies are currently facing down hostile weather, military encroachment, and falling water levels across several key canal routes.…McAlinden Research PartnersJune 8, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerManufacturing & LogisticsReal Estate & Construction Construction Spending Surges in Nonresidential Sector, But US Industrials Lag Homebuilder Performance US nonresidential construction data has shown particular resilience lately, rising close to record highs on a YoY basis. Gauges of…McAlinden Research PartnersJune 7, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ Aerospace & Defense Ukrainian Dam Blast May Put Europe’s Largest Nuclear Power Plant Back in Danger The breaching of a major dam in southern Ukraine this morning could carry significant implications for the development of armed…McAlinden Research PartnersJune 6, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy OPEC+ Plans Compound Thinning US Crude Stockpiles and Softer Outlook for Production OPEC+'s extension of crude oil production target cuts into 2024, announced this past weekend, were compounded by the promise of a 1 million…McAlinden Research PartnersJune 5, 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)FinanceReal Estate & Construction Commercial Property Valuations and Sales Volumes Continually Slammed by Vacant Office Space Office REITs have continued to sell off in recent weeks, coinciding with news that metropolitan office property sales have slowed to…McAlinden Research PartnersMay 31, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy China’s Ongoing Solar Splurge Helps to Push Solar Power Spending Beyond Fossil Fuels for First Time Annual spending on solar energy will surpass outlays for fossil fuel development in 2023, a significant turning point for the…McAlinden Research PartnersMay 30, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ Gene EditingMarkets More FDA Approvals Arise in Gene Editing Space, Renewed VC Rounds Begin to Ramp Up Shares of biotech firms focused on gene editing have been heating up this month, largely on the back of the…McAlinden Research PartnersMay 25, 2023
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnology Korean Chipmakers Balance Risk and Opportunity in China’s Sweeping Micron Ban China's maneuver to block sales of Micron products in its infrastructure products will open up an opportunity for the firm's…McAlinden Research PartnersMay 24, 2023