★ 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)Economics & TradeLabor, Education & DemographicsPolitics & Policy China’s Year of Protest Continues to Threaten Growth Targets, Culminates in Anti-Lockdown Demonstrations Widespread protests have broken out across China in opposition of yet another bout of lockdowns in the world's second-largest economy.…McAlinden Research PartnersNovember 29, 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)CommoditiesPolitics & Policy Uranium Prices May be in Peril as Renewed Shelling Rocks Europe’s Largest Nuclear Power Plant Ukraine's Zaporizhzhia Nuclear Power Plant has remained right on the front line of the Russian invasion since February of last year…McAlinden Research PartnersNovember 22, 2022
★ Daily Intelligence Briefings (DIBs)ServicesTechnology Rare Video Game Sales Slump Could be Exacerbated by Broader Tech Sector Downturn According to new projections, 2022 could be an historically weak year for growth in video game sales. That follows two…McAlinden Research PartnersNovember 21, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeTransportation Chinese EV Brands Benefit From Strong Domestic Market, Plan Expansion in Europe and Southeast Asia Growth in electric vehicle sales has remained relatively stable when compared to broader automotive markets in the US and abroad.…McAlinden Research PartnersNovember 16, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Russia Likely to Renew Black Sea Shipping Deal with Ukraine, But Potential for Wintertime Escalation Looms After several weeks of negotiations, it appears Russia will agree to an extension of their deal with Ukraine, Turkey, and…McAlinden Research PartnersNovember 15, 2022