★ Daily Intelligence Briefings (DIBs)FinanceMarketsMonetary Policy Hawkish ECB Helps to Reduce Real Rate Spread with US, Ramping Up FX Pressure on USD/EUR Whether the Fed raises its benchmark fed funds rate by 25bps or chooses to pause at tomorrow's FOMC meeting, the Fed's…McAlinden Research PartnersMarch 21, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Central Banks Attempt to Implement Support Programs Without Sparking Panic, Parallels to Past Crisis Linger Recent measures taken by central banks and sovereign governments are beginning to seem familiar to the early stage actions taken to try…McAlinden Research PartnersMarch 20, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ Saudi ArabiaPolitics & Policy Saudi Arabia Settles Conflict With Iran, Expands Chinese Relations and Non-Oil Business Activities Saudi Arabia's seven-year diplomatic freeze and proxy conflict with Iran appears to have come to an end after China brokered…McAlinden Research PartnersMarch 16, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMarketsMonetary Policy Credit Suisse Leads European Banking Breakdown, Complicating Imminent ECB Meeting Outlook Following a week of tumult in the US banking space, shares of European financials are breaking down as the probability…McAlinden Research PartnersMarch 15, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareFinanceⓁ PharmaceuticalsMarkets Pfizer’s M&A Strategy Sketches Roadmap for Pharma to Rebuild Pipelines, Overcome Patent Cliffs Pfizer's acquisition of Seagen, which is the largest biopharma deal since 2019, comes as products received in previous deals begin…McAlinden Research PartnersMarch 14, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesFinanceMonetary Policy Gold Demand Remains Robust as Banking Breakdown Threatens to Bust Rate Hike Projections Gold prices have shrugged off chaos in equity and bond markets over the last week, rallying back above $1900.00. While…McAlinden Research PartnersMarch 13, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefensePolitics & PolicyTechnology Space Force Budget Boost Likely to Secure More Contracts for Satellite Manufacturers Later today, President Biden will propose a federal budget allocation for the fiscal year 2024. Among other line items, the Space…McAlinden Research PartnersMarch 9, 2023
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnology TikTok May Soon Face US Reckoning, Revitalizing Beaten Down Tech and Social Media Competitors TikTok, the most widely used and downloaded app around the world, may soon be facing a ban in the United…McAlinden Research PartnersMarch 8, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesMarketsPolitics & Policy Time is Running out for Black Sea Grain Deal Renewal, Yet Wheat Prices Continue Ticking Lower With just 10 days to go before the Black Sea Grain Initiative is set to expire, posturing by Russia suggests…McAlinden Research PartnersMarch 7, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Oil Markets Struggle for Direction Amid Chinese Demand Disappointment and American Drilling Slowdown Mixed signals in energy markets have struggled to give any clear direction to oil prices so far this year. While…McAlinden Research PartnersMarch 6, 2023