★ Daily Intelligence Briefings (DIBs)FinanceMarkets Stress Test Results Could Spur Optimism in Financial Sector, But Recession Fears Still Loom Large The Federal Reserve will publish results from their annual stress tests of major US financial institutions today after the close. Based on those,…McAlinden Research PartnersJune 23, 2022
★ Daily Intelligence Briefings (DIBs)FinanceMarketsPolitics & Policy SEC Decision on Key Bitcoin ETF Application Looms as Grayscale Preps Lawsuit, Dissent Rises From Within Numerous Bitcoin ETFs have been approved by the SEC over the last year, but a spot fund, widely-regarded as the…McAlinden Research PartnersJune 22, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinanceMonetary Policy Chinese Banks Struggle to Gain Footing Amid Slow Loan Growth and Rising Uncertainty Shares of Chinese banks are among the cheapest financial sector equities in the world, and that may be for good…McAlinden Research PartnersJune 8, 2022
★ Daily Intelligence Briefings (DIBs)FinancePolitics & PolicyTechnology Digital Assets Suffer From UST Stablecoin Meltdown, But Silver Linings Emerge From USDT, USDC Volumes Major cryptocurrencies were roiled by volatility last week, but none more than Terra (LUNA) and its associated "algorithmic" stablecoin TerraUSD…McAlinden Research PartnersMay 16, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeFinancePolitics & Policy Russian Default Remains Insignificant for Global Economy, Could Raise Risks for Emerging Markets Unable to access the majority of its foreign exchange reserves and locked out of global financial infrastructure, Russia's central bank appears…McAlinden Research PartnersMarch 15, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeFinanceMarkets Gold Shines Bright Amid Geopolitical Turmoil, But Mounting Political Pressure Will Test its Monetary Mettle Gold touched a new all-time high this week amid geopolitical fallout from Russia's ongoing invasion of Ukraine and resulting economic…McAlinden Research PartnersMarch 9, 2022
★ Daily Intelligence Briefings (DIBs)FinanceServices Digital Payment Stocks Continue to Skid on Weaker Growth Forecasts, Rising BNPL Regulation Summary: Digital payment providers have fallen out of favor with investors as a sector-wide sell off has carried over into…McAlinden Research PartnersFebruary 22, 2022
★ Daily Intelligence Briefings (DIBs)FinancePolitics & PolicyTechnology Bitcoin Gains Regulatory Approval Across the Globe, US Politicians Embrace Digital Asset Policies Rumors of Bitcoin "bans" have been greatly exaggerated. This week, Russia, India, and Indonesia are rolling out coherent regulatory frameworks…McAlinden Research PartnersFebruary 2, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinanceTechnology Brazilian Fintech Startup Funding Surges on Open Banking Reform and Digital Accessibility VC funding surged in Latin America last year, led by Brazilian fintech startups. Brazil has seen a wave of investment…McAlinden Research PartnersJanuary 26, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMarketsMonetary Policy Banking Industry Breakout Stumbles on Weaker Earnings, Flatter Yield Curve US financial sector earnings are in full-swing, but several major banks have posted disappointing results for Q4 2021. Despite strong…McAlinden Research PartnersJanuary 19, 2022