★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ Gene EditingMarkets More FDA Approvals Arise in Gene Editing Space, Renewed VC Rounds Begin to Ramp Up Shares of biotech firms focused on gene editing have been heating up this month, largely on the back of the…McAlinden Research PartnersMay 25, 2023
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnology Korean Chipmakers Balance Risk and Opportunity in China’s Sweeping Micron Ban China's maneuver to block sales of Micron products in its infrastructure products will open up an opportunity for the firm's…McAlinden Research PartnersMay 24, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeTransportation European Airlines Enjoying Travel Industry Tailwinds Recent earnings reports from Ryanair and EasyJet have painted an optimistic picture for European airlines this summer. Those results coincide with…McAlinden Research PartnersMay 23, 2023
★ Daily Intelligence Briefings (DIBs)FinancePolitics & PolicyReal Estate & Construction Commercial Real Estate Price Drop, Potential US Debt Default Raise Risks for Regional Banking Space Commercial real estate prices fell for the first time in over a decade last quarter, heightening the risks overexposed banks…McAlinden Research PartnersMay 18, 2023
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation New Car Sales Could be Slammed by Strained American Finances, Delinquencies Already on the Rise American consumers have continued to pile on debt over the last year, but many may now be reaching their breaking…McAlinden Research PartnersMay 17, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Ukrainian Military Aid Exposes Europe’s Need to Unify its Discordant Defense Industry Over the past few days, Ukrainian President Zelenskyy secured new military assistance from several key European allies, including Germany, France,…McAlinden Research PartnersMay 16, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeEnergy & EnvironmentTransportation Refiners Face Fears of Potential Freight Recession as Diesel Prices Continue Dropping Despite plummeting distillate fuel oil stockpiles, down by nearly -10% just this year, diesel prices have continued to slip lower.…McAlinden Research PartnersMay 11, 2023
★ Daily Intelligence Briefings (DIBs)Politics & PolicyServices North America’s Cannabis Price Crush Likely to Continue, Crumbling Firms Look Toward Consolidation US Cannabis growers and dispensaries have been slammed by declining prices for a period of two years now, forcing expansion…McAlinden Research PartnersMay 10, 2023
★ Daily Intelligence Briefings (DIBs)MarketsServices Sports Betting Profitability Set to Surge Through Year End, Laggards May Look Toward Consolidation Upbeat first quarter earnings from several firms operating online sportsbooks has re-injected optimism into the rapidly growing sector, now legal…McAlinden Research PartnersMay 9, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesPolitics & Policy Copper Prices Could be Catalyzed by Global Reliance on Unstable Peruvian Supplies Copper prices have been relatively tame this year, aside from a large spike in January. That uptick was largely inspired…McAlinden Research PartnersMay 8, 2023