★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation MAX Troubles Force Top Boeing Supplier to Suspend Guidance as Aviation Giant Braces for Potential Strikes Just as Spirit AeroSystems managed to recover profitability, it may once again be wiped away. Boeing's top supplier suspended guidance…McAlinden Research PartnersFebruary 6, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefensePolitics & Policy Ukraine’s War Effort Hindered Again by Politics at Home and Abroad, New US Support Still on Hold More than $60 billion in renewed security aid for Ukraine's war effort has been disclosed in a US Senate draft…McAlinden Research PartnersFebruary 5, 2024
★ Daily Intelligence Briefings (DIBs)Economics & TradePolitics & Policy Vietnam Exports Surge Amid ASEAN Manufacturing Rebound, Ongoing Diplomacy Drive With US The latest GDP figures out of Southeast Asia, as well as trade and PMI data, have painted an optimistic portrait for ASEAN…McAlinden Research PartnersFebruary 1, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceⓁ US BanksMonetary Policy Bank Deposits Back on the Rise as Falling Rates Cut Unrealized Losses, Steepen Yield Curve US commercial bank deposits jumped to their highest level in 10 months in the most recent data available, reversing a…McAlinden Research PartnersJanuary 31, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ US EnergyPolitics & Policy Saudi Aramco Slashes Long-Term Capacity Target, Compounding Energy Industry’s Production Pivot Saudi Aramco was directed to reduce future production capacity from 13 million barrels per day (bpd) to 12 million bpd,…McAlinden Research PartnersJanuary 30, 2024
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarkets Emerging Markets Start 2024 With Record Stock Inflows and Debt Issuance, But China Concerns Remain Emerging market equities scored record inflows in the week to January 24, following a rapid start to the year for…McAlinden Research PartnersJanuary 29, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ US Energy Russian Oil Shipments Stifled by Sudden Uptick in Long-Range Ukrainian Strikes on Energy Facilities A sudden uptick in Ukrainian attacks on Russian energy infrastructure are having a material impact on the export of critical…McAlinden Research PartnersJanuary 25, 2024
★ Daily Intelligence Briefings (DIBs)CommoditiesMarkets Codelco Issues New Debt in Wake of Multiple Credit Rating Downgrades, 2023 Copper Output Craters Copper production at Chile's state-owned Codelco is likely to have fallen to a 25-year low in 2023, compounding consecutive declines…McAlinden Research PartnersJanuary 24, 2024
★ Daily Intelligence Briefings (DIBs)FinanceⓁ IPOsMarkets IPO Activity Could be on Brink of Revival as Record Number of Unicorns Remain in Pipeline Though startup funding dropped off significantly in 2023, leading to a collapse in the number of new unicorns, the number…McAlinden Research PartnersJanuary 23, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy EU Aims to Aid Ukraine, Boost Local Arms Output, and Consolidate Supply Chain with €50 Billion Initiative As new US aid for the Ukrainian war effort remains stuck in congressional gridlock, focus is shifting to the EU,…McAlinden Research PartnersJanuary 22, 2024