★ Daily Intelligence Briefings (DIBs)Labor, Education & DemographicsManufacturing & LogisticsTransportation Dual Teamster Strikes in Package and LTL Freight Markets Threaten Supply Chain Disruption Over 362,000 union workers may go on strike nationwide over the next two weeks, as package and freight carriers UPS and…McAlinden Research PartnersJuly 20, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradePolitics & Policy Black Sea Grain Shipments Grind to a Halt as Missiles Slam Key Ukrainian Port, Wheat and Corn Prices Gain The expiration of the Black Sea Grain Initiative has been followed by a two-day missile bombardment of Odesa, home to…McAlinden Research PartnersJuly 19, 2023
★ Daily Intelligence Briefings (DIBs)MarketsPolitics & PolicyServices Cannabis Banking Reform Continues Slow Crawl Through Congress, Relief Remains Critical for Stocks Cannabis regulatory reform appears to have made moderate progress in the US Congress, with the Secure and Fair Enforcement (SAFE) Banking…McAlinden Research PartnersJuly 17, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy NATO Summit Spurs New Arms Shipments to Ukraine Amid Spiking Attrition Rates and Sputtering Advances NATO's latest summit was almost wholly focused on continued support for the Ukrainian war effort, with several key western nations…McAlinden Research PartnersJuly 13, 2023
★ Daily Intelligence Briefings (DIBs)Biotechnology & HealthcareMarketsPolitics & Policy Psychedelics Break New Ground in Clinical Trials, Research to be Bolstered by Key FDA Guidance New FDA guidance meant to steer clinical trials of psychedelic compounds will play a major role in the eventual approval…McAlinden Research PartnersJuly 12, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMarkets Increased Loan-Loss Provisions Projected in Upcoming US Bank Earnings, Resurgent Rates Apply Pressure Estimates for US bank earnings suggest increased defaults on loans from large American lenders, as well as greater provisions for…McAlinden Research PartnersJuly 10, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Uranium at Risk Again as Russia and Ukraine Accuse Each Other of Plotting Imminent Nuclear Plant Attack The Zaporizhzhia Nuclear Power Plant (ZNPP), the largest of its kind in Europe, may be in the crosshairs of the…McAlinden Research PartnersJuly 5, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerManufacturing & LogisticsPolitics & Policy Buildout of US Broadband Expansion Spurs Fiber Optic Cable Manufacturers to Bolster Capacity The White House's rollout of $42 billion in funding for high speed internet expansion is expected to begin at the…McAlinden Research PartnersJune 29, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarkets Japan Attempts to Boost Growth and Valuations, But Demographic Drag May be Difficult to Overcome The Nikkei's strong 2023 gains, largely spurred on by buybacks, resilient GDP growth, and corporate reforms, have re-ignited interest in long underperforming Japanese…McAlinden Research PartnersJune 28, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeTechnologyTransportation China Takes Top Spot Among Auto Exporters, EV Manufacturers May Help Boost Lead in Years to Come China is now the world's leading exporter of automobiles, surpassing Japan for the first time ever in Q1. Chinese auto manufacturers will…McAlinden Research PartnersJune 27, 2023