★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerManufacturing & LogisticsReal Estate & Construction Construction Spending Surges in Nonresidential Sector, But US Industrials Lag Homebuilder Performance US nonresidential construction data has shown particular resilience lately, rising close to record highs on a YoY basis. Gauges of…McAlinden Research PartnersJune 7, 2023
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation New Car Sales Could be Slammed by Strained American Finances, Delinquencies Already on the Rise American consumers have continued to pile on debt over the last year, but many may now be reaching their breaking…McAlinden Research PartnersMay 17, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Ukrainian Military Aid Exposes Europe’s Need to Unify its Discordant Defense Industry Over the past few days, Ukrainian President Zelenskyy secured new military assistance from several key European allies, including Germany, France,…McAlinden Research PartnersMay 16, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Russo-Ukrainian War Pushes Global Arms Spend Toward Record 2022, Defense Contractors Focus on Logistics Global defense spending reached a record high in 2022, an unsurprising revelation, given the outbreak of the war in Ukraine…McAlinden Research PartnersApril 24, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Global Defense Budgets Continue Rising as Protraction of Russia-Ukraine Conflict Appears Inevitable US efforts to aid Ukraine's war effort have been boosted by another $2.6 billion in equipment and weaponry. The vast…McAlinden Research PartnersApril 5, 2023
⚑ Joe Mac's ViewpointsEconomics & TradeManufacturing & LogisticsMarketsMonetary Policy A Tough and Tighter Year Ahead An equities rally at the start of the year hit a brick wall in February. That was largely due to…McAlinden Research PartnersMarch 3, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeManufacturing & LogisticsMarketsMonetary Policy Chinese Economic Data Surges into Annual Congress, Potentially Impacting Forthcoming Growth Target Several key data points appear to indicate China's economic recovery, following an extended bout of COVID-induced lockdowns, has taken hold.…McAlinden Research PartnersMarch 2, 2023
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTechnology Generative AI Creates Growth Opportunities for Chip Startups and GPU Laggards in Nvidia-Dominated Market With generative AI becoming tech's latest breakout trend, the biggest brands in social media and search engines are racing to…McAlinden Research PartnersMarch 1, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Global Defense Spending Continues to Ratchet Up as Russo-Ukrainian War Nears One Year Mark Almost one year on from Russia's formal invasion of Ukraine, all sides seem committed to staying the course and fighting…McAlinden Research PartnersFebruary 21, 2023
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Aviation Industry Rallies, But Reliance on 737 MAX Backlog Continues to Cast a Shadow Over Boeing Shares of Airbus and Boeing surged into the end of 2022 on strong annual performance for both companies. For a…McAlinden Research PartnersFebruary 9, 2023