★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeReal Estate & Construction Steel Mills Set to Bounce Back on Potential for Global Industrial Rebound Steel stocks have been a rollercoaster in 2022, but the latest news out of the US and China heralds the…McAlinden Research PartnersMay 19, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy Solar Industry at a Standstill on Tariff Threat, But New Trade Restrictions Remain Far From Certain US solar power generation is breaking through all time highs, but projections for a rapid expansion of new installations in…McAlinden Research PartnersMay 11, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMonetary Policy Emerging Market Prospects Pulverized by Dollar’s Rise, China Could Make or Break a Potential Comeback Unrelenting Dollar strength throughout the year has whittled away at broadly positive expectations for emerging markets in 2022. With the…McAlinden Research PartnersMay 10, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeMonetary Policy China Launches More Stimulus Measures to Counter Fallout From Heavy-Handed COVID Lockdowns Following the implementation of major tax cuts and financial reforms to boost lending and loosen up liquidity for its beleaguered…McAlinden Research PartnersMay 4, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Coal Stocks Soar on Russian Invasion, Europe and China Boosting Production Amid Energy Insecurity A coal industry revival has been accelerated in recent months, boosted by the Russian invasion of Ukraine that has upended energy markets…McAlinden Research PartnersApril 28, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Ukraine Conflict and NATO Response Likely to Continue Bolstering US Defense Contractors The US's involvement in Ukraine continues to ramp up with ever more weaponry, equipment, and other aid being funded by the Pentagon…McAlinden Research PartnersApril 20, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeTransportation Ocean Freight Faces Another Round of Disruptions, Falling Rates Signal Potential Slowdown in Demand Shipping markets have been thrown into disarray once again, this time being slammed with a double whammy. Just as the…McAlinden Research PartnersApril 14, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Rare Earths Crucial to Future of Technology, US to Boost Domestic Production and Reduce Reliance on China Rare earth elements (REE), a group of 17 metals, are crucial to the production of everything from semiconductors to smartphones…McAlinden Research PartnersApril 11, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesManufacturing & LogisticsTransportation China’s Elevated EV Prices Unlikely to Halt Domestic Expansion as New Stimulus Looms Chinese EV manufacturers produced strong sales results in 2021. That success extended into the first quarter of 2022 as well,…McAlinden Research PartnersApril 5, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMonetary PolicyPolitics & Policy China Signals New Stimulus Measures, But All Signs Point to Persistent Real Estate Struggles Chinese equities have staged a major comeback over the last week after Beijing mounted a verbal intervention to reverse a…McAlinden Research PartnersMarch 23, 2022