★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ PharmaceuticalsMarkets Big Pharma Consolidates Its Hold on Financing for Desperate Biotech Sector, M&A to Gain Steam in 2024 Big pharma M&A activity in the new year is expected to expand, continuing a trend that gained steam throughout 2023.…McAlinden Research PartnersDecember 19, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ CybersecurityPolitics & PolicyTechnology Sudden Spate of Cyberattacks in Iran and Ukraine Coincide With Upcoming DoD Initiatives to Secure US Successive cyberattacks with links to entities that are loosely tied to state actors have ramped up focus on cybersecurity technologies. After Ukraine's…McAlinden Research PartnersDecember 18, 2023
★ Daily Intelligence Briefings (DIBs)MarketsServicesTechnology US’s Most Popular Apps Continue to Leverage Aggressive eCommerce Expansion The ongoing expansion of ecommerce boosted PDD Holdings' Temu to the top ranking among the US's most downloaded apps in…McAlinden Research PartnersDecember 13, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Potential US Ban on Russian Uranium Could Raise Prices, Open Opportunities for Domestic Nuclear Industry A bill meant to ban the import of Russian uranium into the US has passed the House of Representatives and…McAlinden Research PartnersDecember 12, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy White House Warns That US Budget Obstructions Endanger Breakdown on Ukrainian Frontlines As the Ukrainian military's well-armed southern offensive winds down, initially kicking off over six months ago, few tactically significant gains…McAlinden Research PartnersDecember 11, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Putin Visits Gulf States, Hosts Iranian President as Energy Revenues Threatened by Softer Pricing Russian President Vladimir Putin's visit to Saudi Arabia and the UAE has coincided with a significant drawdown in energy prices…McAlinden Research PartnersDecember 7, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesMonetary Policy Gold and Bitcoin Break Out, Greenback Stagnant on Rising Expectations for Earlier Rate Cuts Gold futures broke out to an all-time high on Sunday evening, coinciding with a 20-month high in the unit price…McAlinden Research PartnersDecember 4, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Bank Profits Cut as Paper Losses Rebounded in Q3, But Falling Yields Could Ease Balance Sheet Pressure New data from the FDIC shows that US bank profits shrunk in Q3 while unrealized losses re-expanded to near record…McAlinden Research PartnersNovember 30, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesPolitics & Policy Panama Becomes the Latest LatAm Copper Exporter to Suffer Major Disruption to Output Panama's critical Cobre copper mine is set to be shut down following the Supreme Court's decision to void First Quantum's…McAlinden Research PartnersNovember 29, 2023
★ Daily Intelligence Briefings (DIBs)MarketsMonetary Policy IPO Activity May be Set For 2024 Revival as Equity Rally Re-Ignites Multi-Billion Dollar Listing Talks With this year's pace of IPOs trailing 2022's, 2023 is likely to log a second straight year of declining US…McAlinden Research PartnersNovember 28, 2023