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By McAlinden Research Partners In ★ Daily Intelligence Briefings (DIBs)

Top IPO Week of the Year Delivers Largest Single Listing in 10 Months, First US Fintech Offering Since 2021

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By McAlinden Research Partners In ★ Daily Intelligence Briefings (DIBs)

Subdued EU Gas Use Cuts Inbound LNG Shipments, Significant Disruption Likely Needed to Revive Futures

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By McAlinden Research Partners In ★ Daily Intelligence Briefings (DIBs)

Electricity Demand Projections Soar on Booming AI and AC Needs, Reviving Power Trading Volumes

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By McAlinden Research Partners In ★ Daily Intelligence Briefings (DIBs)

Shrinking Data Pool Pushes Up Costs for AI Enterprises, Solidifies Big Tech Hold on Machine Learning Apps

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RECENT MARKET INSIGHTS

Deep dives into topics undergoing transformational change.

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Finance Ⓛ US Banks Markets Monetary Policy

American Bank Stocks Surge on IB Comeback and Improving Outlook on Short-Term Rates

Shares of US Banks have surged in the wake of recent quarterly earnings reports that showed a growing recovery in…

McAlinden Research PartnersJuly 18, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Commodities Ⓛ Ethereum Markets Technology

Spot Ethereum Funds Set to Trade Next Week as Similar Bitcoin-Backed Products See Sudden Inflow Spike

Spot Ethereum ETFs are likely to launch next week, potentially kicking off a new wave of institutional digital asset adoption.…

McAlinden Research PartnersJuly 17, 2024

★ Daily Intelligence Briefings (DIBs)Commodities Energy & Environment

New Electricity Needs Set to Spur Unprecedented Nuclear Power Plant Revivals in US and Japan

Idled nuclear power plants in the US are getting a second chance at life amid surging electricity demand. Reactors in…

McAlinden Research PartnersJuly 16, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Ⓛ Cybersecurity Markets Technology

Alphabet Lines up Another Cybersecurity Acquisition as Impact of Snowflake Data Breach Continues to Spread

A prospective blockbuster cybersecurity deal by Alphabet would be the second-largest ever, as well as its second multi-billion dollar security…

McAlinden Research PartnersJuly 15, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Ⓛ Aerospace & Defense Manufacturing & Logistics Politics & Policy

F-16 Arrivals in Ukraine Mark New Level of Escalation to Counter Russia, Herald Modernization of NATO Air Fleets

The long awaited combat debut of F-16s within Ukraine will occur at some point before the end of summer. A…

McAlinden Research PartnersJuly 11, 2024

JOE MAC’S VIEWPOINTS

MRP Founder Joe McAlinden’s big-picture analyses of timely macro trends.

June 5, 2024

The Wile E. Coyote-conomy

August 4, 2023

Tightening Approaches a Tipping Point

May 12, 2023

FX and the Impending Fed Inflection Point

March 3, 2023

Top IPO Week of the Year Delivers Largest Single Listing in 10 Months, First US Fintech Offering Since 2021

Subdued EU Gas Use Cuts Inbound LNG Shipments, Significant Disruption Likely Needed to Revive Futures

Electricity Demand Projections Soar on Booming AI and AC Needs, Reviving Power Trading Volumes

Shrinking Data Pool Pushes Up Costs for AI Enterprises, Solidifies Big Tech Hold on Machine Learning Apps

RECENT MARKET INSIGHTS

Deep dives into topics undergoing transformational change.

American Bank Stocks Surge on IB Comeback and Improving Outlook on Short-Term Rates

Spot Ethereum Funds Set to Trade Next Week as Similar Bitcoin-Backed Products See Sudden Inflow Spike

New Electricity Needs Set to Spur Unprecedented Nuclear Power Plant Revivals in US and Japan

F-16 Arrivals in Ukraine Mark New Level of Escalation to Counter Russia, Herald Modernization of NATO Air Fleets

JOE MAC’S VIEWPOINTS

MRP Founder Joe McAlinden’s big-picture analyses of timely macro trends.

The Wile E. Coyote-conomy

Tightening Approaches a Tipping Point

FX and the Impending Fed Inflection Point

A Tough and Tighter Year Ahead

Joe Mac’s Viewpoint

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