★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesMonetary Policy Gold Gains Ground As Fed Policy Appears to Have Passed its Peak Hawkishness Phase In November, gold broke its longest losing streak in more than 150 years. That rebound was spurred on by expectations…McAlinden Research PartnersDecember 5, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ PharmaceuticalsMarkets Another Blockbuster Biopharma Acquisition on Deck, May Set the Stage for Breakout M&A Activity in 2023 Three pharma giants are in the running to purchase Horizon Therapeutics in what will likely be a larger deal than…McAlinden Research PartnersDecember 1, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Defense Backlogs Building as Demand for US Arms Overflows, Ukraine Assistance Closing in on $20 Billion The US's continued support for Ukraine since the start of Russia's invasion last February is approaching $20 billion and has…McAlinden Research PartnersNovember 30, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentPolitics & Policy EU Price Cap on Russian Oil Unlikely to Meaningfully Impact Price, Will Probably Include Exemptions Ongoing talks surrounding a proposed EU "price cap" on Russian oil have stalled but will have to conclude before the Union's…McAlinden Research PartnersNovember 28, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerServicesTransportation Airline Stocks May be Set for Take Off as Hiring Spree Preps Carriers for Holiday Season Traffic For the first time since 2019, the airline industry may return to profitability next year. With the holiday season set…McAlinden Research PartnersNovember 23, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Energy Takes Center Stage in US Midterm Elections, But a “Red Wave” Could Send a Bearish Signal for Oil Prices Though drilling and other oilfield services are booming throughout most of the world this year, the US's domestic industry has…McAlinden Research PartnersNovember 8, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeMonetary Policy Central Banks Embark on a Gold Buying Spree as Instability Threatens to Spark a Rally Though gold has skidded into its worst losing streak in more than 150 years, central bank buying has accelerated to…McAlinden Research PartnersNovember 2, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Biden Launches Renewed Windfall Tax Threat, Yet Congressional Support Remains Uncertain Windfall taxes on the energy industry are once again being floated by lawmakers in the US, just ahead of key…McAlinden Research PartnersNovember 1, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Defense Sector Earnings, Developments in Ukraine Detail Significant Upside for Weapons and Equipment Sales Q3 earnings figures in the US aerospace and defense industry were broadly positive, pushing up valuations across the sector throughout…McAlinden Research PartnersOctober 31, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy Solar Power Faces Surging Inflation Threat, US Cost Cutting Measures Could Dull its Impact Solar costs, which have fallen almost non-stop for the past decade, are at risk of reversing course due to persistent…McAlinden Research PartnersOctober 26, 2022