★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsPolitics & PolicyTechnology CHIPS Act Passed, But Semiconductor Shares Slip Lower on Rising Inventories and CapEx Pullback President Biden's signing of the CHIPS Act coincided with a dismal set of earnings and updates from several leading semiconductor…McAlinden Research PartnersAugust 10, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ PharmaceuticalsMarkets Biopharma Space Showing Signs of a Burgeoning Buying Spree M&A activity is picking up among pharmaceutical firms with large cash balances. Pfizer and Amgen have each closed a multi-billion…McAlinden Research PartnersAugust 9, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesFinanceMarketsTechnology BTC Rebound Set to Revitalize Crypto Miners Bent by Bear Market Pressure After several downward revisions to Bitcoin's (BTC) mining difficulty, computing power provided to the network appears to be rising again.…McAlinden Research PartnersAugust 8, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeEnergy & Environment Coal Prices Climb Amid European Energy Shortages and New Sanctions on Russian Supplies Despite the rapid rise of renewable energy, coal demand has jumped back to its highest level in nearly a decade.…McAlinden Research PartnersAugust 4, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Pelosi Departs Taiwan Without a Hitch, But China’s Response May be Just Getting Started In the wake of House Speaker Nancy Pelosi's (D-CA) visit to Taiwan, tensions and uncertainty about China's response remain high.…McAlinden Research PartnersAugust 3, 2022