★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeTransportation Shipping Rates Cooling Off, But Profits Remain Robust Heading Into 2022 Dry bulk shipping rates have fallen off a cliff over the last month, yet they remain significantly elevated compared to…McAlinden Research PartnersNovember 8, 2021
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsServices Retailers Set for Strong Revenues as Holiday Season Nears, Supply Struggles Inflate Price Tags As holiday season rapidly approaches, major retailers are forecasting higher costs and empty shelves due to relentless supply side disruptions.…McAlinden Research PartnersOctober 7, 2021
★ Daily Intelligence Briefings (DIBs)Economics & TradeManufacturing & LogisticsTransportation Skyrocketing Rates Bolster Shipping Industry’s Profits, Port Disruptions Extend Shortages and Delays Global shipping companies are reporting record-breaking profits as supply chain disruptions continue to elevate shipping rates around the world. The…McAlinden Research PartnersAugust 23, 2021
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Shipping Stocks Capitalize on Record-High Rates as Supply Chain Disruptions are Projected to Persist The global shipping industry, may be in for another year of supply chain disruptions and heightened transportation rates. Industry analysts project…McAlinden Research PartnersJune 28, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeManufacturing & LogisticsTransportation Dry Bulk Shipping Rates Rising Fast on Chinese Commodity Imports, Continually Shrinking Order Book Dry bulk shipping rates have surged to decade highs in recent weeks, following significant shipments of iron ore, met coal, soybeans,…McAlinden Research PartnersMay 5, 2021
★ Daily Intelligence Briefings (DIBs)Economics & TradeManufacturing & LogisticsTransportation Shipping Container Demand Soaring as Shortage Along Key Routes Persists The shortage of shipping containers that emerged last summer has extended all the way into the new year. Rates continue…McAlinden Research PartnersJanuary 14, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerMarketsServicesTransportation Holiday eCommerce Boom Could Ignite Online Retail and Package Carrier Stocks Though overall retail sales growth is expected to slow this holiday season, ecommerce purchases are forecast to soar by 30% or…McAlinden Research PartnersNovember 17, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradeManufacturing & LogisticsTransportation Shipping Container Shortage Could Last Until Next Year, Boosting Container Leasing Stocks While the shipping industry bounces back from the COVID crash, it now faces a sudden shortage of containers. A rush of high-value…McAlinden Research PartnersNovember 16, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTransportation Strong Package Delivery Fundamentals Lead to New MRP Theme The coronavirus pandemic has been a game-changer for package delivery companies. An accelerated shift towards ecommerce has led to elevated package…McAlinden Research PartnersSeptember 28, 2020
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation FedEx & UPS’ Goldilocks Moment is Far from Over The coronavirus pandemic has been a game-changer for package delivery companies, as it has led to an unprecedented surge in ecommerce,…McAlinden Research PartnersAugust 17, 2020