★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Ukrainian Military Aid Exposes Europe’s Need to Unify its Discordant Defense Industry Over the past few days, Ukrainian President Zelenskyy secured new military assistance from several key European allies, including Germany, France,…McAlinden Research PartnersMay 16, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesReal Estate & Construction Lumber Prices Tumble to Three-Year Low as Futures Market Transformation Finalizes Lumber futures tumbled to a new multi-year low last week, as residential construction continues to lag activity in previous years.…McAlinden Research PartnersMay 15, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeEnergy & EnvironmentTransportation Refiners Face Fears of Potential Freight Recession as Diesel Prices Continue Dropping Despite plummeting distillate fuel oil stockpiles, down by nearly -10% just this year, diesel prices have continued to slip lower.…McAlinden Research PartnersMay 11, 2023
★ Daily Intelligence Briefings (DIBs)Politics & PolicyServices North America’s Cannabis Price Crush Likely to Continue, Crumbling Firms Look Toward Consolidation US Cannabis growers and dispensaries have been slammed by declining prices for a period of two years now, forcing expansion…McAlinden Research PartnersMay 10, 2023
★ Daily Intelligence Briefings (DIBs)MarketsServices Sports Betting Profitability Set to Surge Through Year End, Laggards May Look Toward Consolidation Upbeat first quarter earnings from several firms operating online sportsbooks has re-injected optimism into the rapidly growing sector, now legal…McAlinden Research PartnersMay 9, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesPolitics & Policy Copper Prices Could be Catalyzed by Global Reliance on Unstable Peruvian Supplies Copper prices have been relatively tame this year, aside from a large spike in January. That uptick was largely inspired…McAlinden Research PartnersMay 8, 2023
★ Daily Intelligence Briefings (DIBs)Real Estate & ConstructionTechnology AI Adoption to Transform Data Center Demands, Ignite Interest in Cooling Technologies The expansion of data center infrastructure is likely to be supercharged by an ongoing groundswell of Artificial Intelligence (AI) adoption.…McAlinden Research PartnersMay 4, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeTransportation Labor Day Holiday Helps Launch China Toward Long-Awaited Travel Recovery China's is wrapping up its first Labor Day holiday without the threat of COVID-induced lockdowns hanging over the nation since…McAlinden Research PartnersMay 3, 2023
★ Daily Intelligence Briefings (DIBs)Monetary PolicyReal Estate & Construction Bets Against Commercial Real Estate Broaden as Banks Could Face More Risks From Resurgent Rates Mounting evidence shows commercial real estate coming under continual pressure from rising rates, which could create another major headwind for the…McAlinden Research PartnersMay 2, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy JPMorgan’s First Republic Rescue Cuts Contagion Fears, Raises Questions about Shareholder Compensation After a prolonged death spiral, First Republic Bank was finally seized by regulators this morning and subsequently sold to JPMorgan.…McAlinden Research PartnersMay 1, 2023