★ Daily Intelligence Briefings (DIBs)CommoditiesMarkets Texas Wildfires Whip Up Resurgent Cattle Futures, Receding Farm Acreage Could Strangle Livestock Supply The worst wildfire in Texas history has burned over 1 million acres and some of the most hard hit areas…McAlinden Research PartnersMarch 4, 2024
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Drone Barrages Target Russian Industry, Threaten to Narrow Global Supplies of Petroleum and Steel Products Following a wave of drone attacks targeting Russian oil refineries and storage facilities, Ukraine has launched its first strike against…McAlinden Research PartnersFebruary 29, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ PharmaceuticalsMarkets GLP-1 Obesity Drugs Likely to Have Significant Impact on Biopharma Share Prices and Non-Healthcare Sectors The development of a new GLP-1 receptor agonist at Viking Therapeutics helped the company's shares surge by 150% this week…McAlinden Research PartnersFebruary 28, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Generative AIMarketsTechnology Big Tech Continues Betting on AI Startups, Social Media and Publishers Could Reap Data Licensing Windfall Dealmaking and fundraising at privately-held AI startups is booming. Microsoft announced yesterday that it would be adding a small stake…McAlinden Research PartnersFebruary 27, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy US Defense Industry Orders Outpace Equipment Losses in Ukraine Throughout Past Two Years of War Amid the tenth anniversary of Ukraine's Maidan revolution, as well as the second anniversary of Russia's formal invasion of the country in…McAlinden Research PartnersFebruary 26, 2024
★ Daily Intelligence Briefings (DIBs)Economics & TradeManufacturing & LogisticsTransportation Boeing Struggles for Footing as China’s State-Backed Jet Manufacturer Looks to Challenge Aviation Duopoly Boeing's latest 737 MAX debacle has led to the sacking of an executive who was installed to help the troubled…McAlinden Research PartnersFebruary 22, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Sports BettingPolitics & PolicyServices Sportsbook Revenue Set Records in 2023, First New Year Figures Suggest Betting Activity Continues to Rise Sports betting activity broke out to new records in 2023, with both handle and revenue figures rising to all-time highs.…McAlinden Research PartnersFebruary 21, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ PharmaceuticalsLabor, Education & Demographics Obesity Drug Market to Remain Heavily Concentrated Among Two Firms, Hefty US Price Tags Dominate Sales Popular GLP-1 agonists from Novo Nordisk and Eli Lilly are projected to retain a combined 80% market share among weight…McAlinden Research PartnersFebruary 20, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefensePolitics & PolicyTechnology Congress Raises Alarm on Russian Space Threat as US Seeks to Counter Hypersonic Missiles With Satellites The disclosure of a classified national security threat by the House Intelligence Committee raised concern across the US yesterday. Though…McAlinden Research PartnersFebruary 15, 2024
★ Daily Intelligence Briefings (DIBs)Labor, Education & DemographicsTechnology Employment Opportunities Resilient Amid AI-Induced Job Cuts, But Net Decline Possible Across Next Few Years Job cuts doubled YoY in 2023 and at least 4,600 firings throughout the past nine months can be explicitly attributed…McAlinden Research PartnersFebruary 14, 2024