★ Daily Intelligence Briefings (DIBs)FinanceMarketsReal Estate & Construction Softening Commercial Property Market Could Stretch Financials Even Further as CMBS Bets Get More Risky Financial sector exposure to commercial mortgage backed securities (CMBS) has come under increased scrutiny in recent weeks. Not only are mid-sized banks…McAlinden Research PartnersMarch 27, 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)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
★ 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)Economics & TradePolitics & PolicyReal Estate & Construction China Attempts to Counter Property Downturn and Manage Contagion by Loosening Up More Liquidity China's latest plan to stymie the decline of its massive property sector is significantly broader than previous measures. The sixteen-point…McAlinden Research PartnersNovember 14, 2022
★ Daily Intelligence Briefings (DIBs)Monetary PolicyReal Estate & Construction Real Estate and Homebuilder Businesses Routed by Higher Rates May Face a Tough Road Ahead Home prices are beginning to slump across the US, suggesting an ongoing downturn in shares of homebuilders and other real…McAlinden Research PartnersSeptember 21, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeLabor, Education & DemographicsReal Estate & Construction Perpetual Population Decline May Compel Hong Kong Officials to Relax Restrictive COVID Policies Hong Kong has continued to enforce a strong spate of pandemic restrictions to try and maintain COVID-19 cases in the…McAlinden Research PartnersSeptember 19, 2022
★ Daily Intelligence Briefings (DIBs)Monetary PolicyPolitics & PolicyReal Estate & Construction China’s Property Woes Spill Over Into the Banking Sector as Investment Falls and Mortgage Boycott Bites Chinese property investment and residential construction are languishing under a lack of liquidity and rising financial unrest among the populace.…McAlinden Research PartnersAugust 31, 2022
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Chinese Bank Protests Intensify, Spotlighting Issues Facing Country’s Regional Banking System Several banks in China's Henan province have frozen hundreds of millions of dollars' worth of deposits since mid-April with little…McAlinden Research PartnersJuly 13, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMonetary PolicyReal Estate & Construction China’s Stimulus Measures Reverse Lending Decline, But Deeply Indebted Developers Continue to Suffer Overwhelming debt loads in China's real estate sector, exacerbated by relentless weakness in home sales data, is has created a continual drag…McAlinden Research PartnersJune 29, 2022