★ Daily Intelligence Briefings (DIBs)MarketsMonetary Policy BoJ’s Rate Hike Fails to Halt Yen Slump, FX Intervention Remains Possibility to Avoid Inflation Rebound The Bank of Japan (BoJ) raised its benchmark short-term rate for the first time in 17 years yesterday, but dovish…McAlinden Research PartnersMarch 20, 2024
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentManufacturing & Logistics Lithium Prices Show Signs of Life and Could Inspire New Investments, Yet EV Prospects Remain Problematic Lithium futures collapsed in 2023, amid a worldwide slowdown in EV sales, but have experienced a slight rebound throughout the…McAlinden Research PartnersMarch 19, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ US EnergyPolitics & Policy Drone Strikes on Russian Oil Refineries Continue to Intensify, Boosting US Gasoline Export Surge Ukraine's ongoing wave of drone attacks targeting Russian oil refineries and other industrial infrastructure is cutting into Moscow's export of…McAlinden Research PartnersMarch 18, 2024
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeManufacturing & Logistics Copper Prices Buoyed by China’s Smelters as Stockpiles of the Red Metal Are Slashed by a Third Copper futures broke above $4.00 per pound yesterday for the first time since last July. That move followed an announcement…McAlinden Research PartnersMarch 14, 2024
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsMarketsTransportation Boeing Continues to Battle Output Limits and Public Scrutiny Five Years on From 737 MAX Disasters Regulatory limits on Boeing's 737 production rate, as well as delays in the procurement of certain other products, are likely…McAlinden Research PartnersMarch 13, 2024
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy US Uranium Miners Revive Idled Mines, Energy Dept Budget Includes Billions of Dollars for Domestic Output As part of its new fiscal 2024 budget, the US Department of Energy has received $2.7 billion in funding to…McAlinden Research PartnersMarch 12, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceⓁ US BanksMarkets Fed Liquidity Facility Shuts as Latest Bank Data Shows Deposit Drain Halting, Unrealized Losses Narrowing The FDIC's latest quarterly banking profile showed a significant drop-off in net income at US banks to close out 2023.…McAlinden Research PartnersMarch 11, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ US Energy US Energy Firms Look to Sustain Oil Prices, Revive Gas Futures by Suppressing Production Capacity The latest extension of OPEC+'s ongoing output cuts will see a further 471,000 bpd of crude exports taken offline by…McAlinden Research PartnersMarch 7, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Saudi ArabiaMarkets Saudi Arabia Sees Foreign Arrivals Spike, Lifting Ambitions of Becoming Gulf Business and Travel Hub After launching a wave of investments in air travel and hospitality brands, Saudi Arabia is preparing the next leg of…McAlinden Research PartnersMarch 6, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ EthereumMarketsTechnology Bitcoin’s Dominance over Crypto Holds Strong Amid New ATH, ETF Hype Could Help Ethereum Pick up the Slack Bitcoin (BTC) jumped out to a new all-time high this morning, helped along by breakout demand for spot-backed ETFs that…McAlinden Research PartnersMarch 5, 2024