★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentⓁ Saudi Arabia Chinese Energy Demand Supports New International Investments, North American Capacity Remains Subdued US oil output remains subdued below pre-pandemic highs and, with energy prices well below a subsequent boom in 2022, investment…McAlinden Research PartnersMarch 28, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary PolicyPolitics & Policy China Financials Unbowed by Western Banking Turmoil, De-Dollarization in Asia Begins Taking Shape While shares of US and European banks have been roiled by liquidity concerns and failures or near-failures of several banks…McAlinden Research PartnersMarch 22, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ Saudi ArabiaPolitics & Policy Saudi Arabia Settles Conflict With Iran, Expands Chinese Relations and Non-Oil Business Activities Saudi Arabia's seven-year diplomatic freeze and proxy conflict with Iran appears to have come to an end after China brokered…McAlinden Research PartnersMarch 16, 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)⦁ Theme TrackerEconomics & TradeⓁ Aerospace & DefensePolitics & Policy Russia Ramps Up China Relations as US Focuses on Shoring Up Pacific Allies As relations between Russia and most of the western world have been irreparably severed over the last year, Moscow's economic cooperation and…McAlinden Research PartnersFebruary 28, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & Environment Oil Demand is Back on the Rise as US Falls Back onto SPR Sales, OPEC+ Production Sinks Summary: The EIA and OPEC have each raised their forecast for global oil demand in the year ahead. Both cited rising Asian…McAlinden Research PartnersFebruary 15, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarkets China’s COVID Wave Abates, Clearing the Way for a Post-Lockdown Burst in Consumer Spending Much has been made of China's re-opening, which spurred commodities prices higher and brightened growth prospects for the global economy.…McAlinden Research PartnersFebruary 13, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeMonetary Policy Emerging Markets Off to a Strong Start in 2023, Leveraging Weak Dollar and China Rebound Emerging markets disappointed once again last year as growth crumbled and a persistently strong Dollar subdued sentiment. Those trends may…McAlinden Research PartnersFebruary 1, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinanceMonetary Policy As USD Continues to Crack, China and Others Wage War on Dollar Dominance in Global Trade A weakening Dollar throughout the second half of 2022, and into the new year, has coincided with a ramping up…McAlinden Research PartnersJanuary 18, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinanceReal Estate & Construction Beijing Digs Property Developers Out of Cash Crunch, But Reforms Will Need to be Supported by Demand Shares of Chinese real estate developers have soared into 2023, largely reflecting the introduction of more permissive policy from Beijing.…McAlinden Research PartnersJanuary 11, 2023