★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsPolitics & Policy China’s Diplomatic Onslaught Likely Key to Sustaining International Growth of Yuan-Denominated Payments China's efforts to build inroads with large emerging market economies has been supercharged by renewed diplomatic efforts across western Asia…McAlinden Research PartnersApril 12, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Upcoming Bank Earnings Will Draw Attention to Deposits, Direction of Net Interest Margins With US banks set to begin reporting Q1 earnings later this week, all eyes will be on which large institutions…McAlinden Research PartnersApril 11, 2023
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnology China’s Dwindling Chip Trade Could Play a Significant Role in Potential Taiwan Incursion China has initiated new military drills around Taiwan, focusing on precision strikes and a potential encirclement of the island. An…McAlinden Research PartnersApril 10, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Natural Gas Producers Yet to Cut Drilling Activity, LNG Export Hubs Increasingly Overwhelmed In the final week of March, natural gas prices slipped toward two-and-a-half year lows under $2.00 per mmBtu. Despite a…McAlinden Research PartnersApril 6, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Global Defense Budgets Continue Rising as Protraction of Russia-Ukraine Conflict Appears Inevitable US efforts to aid Ukraine's war effort have been boosted by another $2.6 billion in equipment and weaponry. The vast…McAlinden Research PartnersApril 5, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Brazil’s Corn Exports Play An Increasingly Critical Role in Global Supply Balance Brazil's corn exports have been supercharged by rapidly rising Chinese demand. It is likely that South America's largest economy could…McAlinden Research PartnersApril 4, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeEnergy & EnvironmentPolitics & Policy OPEC+ Catches Crude Markets Off Guard with Latest Output Cuts, Rising Prices Create Inflation Risk For US Surprise oil production cuts by Saudi Arabia and other nations affiliated with the OPEC+ syndicate pushed crude futures higher to start…McAlinden Research PartnersApril 3, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeEnergy & Environment Chinese Solar Development Off to Rapid Start in 2023, Annual Deployment to Surpass 100 GW Chinese clean energy investments continued to outstrip the US and Europe's combined spend in 2022, pushing total solar deployment in…McAlinden Research PartnersMarch 30, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefensePolitics & PolicyTechnology New Space Race Enters Next Stage With Moon Missions on Deck, Private Contractors Taking Larger Role As the US approaches its first manned mission to the moon in more than five decades, private firms like SpaceX,…McAlinden Research PartnersMarch 29, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentⓁ Saudi Arabia Chinese Energy Demand Supports New International Investments, North American Capacity Remains Subdued US oil output remains subdued below pre-pandemic highs and, with energy prices well below a subsequent boom in 2022, investment…McAlinden Research PartnersMarch 28, 2023