★ 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)⦁ Theme TrackerTransportation Travel Demand Set to Continue Ticking Up Through 2023 Travel stocks are experiencing a strong start to the year, and a spate of healthy earnings calls may push many…McAlinden Research PartnersFebruary 16, 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)MarketsPolitics & PolicyServices Sports Betting Activity Soars Into the Super Bowl, But Several Large States Remain Locked Out As Super Bowl Sunday approaches, shares of online bookmakers have been surging. 50 million US bettors may be set to place…McAlinden Research PartnersFebruary 8, 2023
★ Daily Intelligence Briefings (DIBs)MarketsTechnology Google & Baidu Rush New AI Bots to Launch, Microsoft Threatens to Disrupt Competing Search Engines Tech giants are racing to throw their hats into the mix of new AI chatbots that will vie to compete…McAlinden Research PartnersFebruary 7, 2023
★ Daily Intelligence Briefings (DIBs)Politics & PolicyServices Cigarette Sales Slump Intensifies, Big Tobacco’s Alternatives Struggle With Regulatory Scrutiny Cigarette sales continued to decline in 2021, with US sales falling below 200 billion units for the first time on record.…McAlinden Research PartnersFebruary 6, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Uranium Prices Trending Higher, Nuclear Power’s Expected Phaseout Upended Uranium prices have been climbing into the new year as plans to shut many nuclear power plants around the world…McAlinden Research PartnersFebruary 2, 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)⦁ Theme TrackerEnergy & Environment Spending on Clean Energy Tech Matches Fossil Fuel Investment as Peak Oil May be Coming Into Focus As part of new projections into the 2030s, BP cut its demand forecasts for crude oil by 2035 and raised expectations for…McAlinden Research PartnersJanuary 31, 2023