★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeManufacturing & Logistics China Launches an Industrial Comeback, Sucking Up Global Metals Supply Chinese industrial output is surging, stoking demand for metals. As their exports of finished goods rack up big profits, imports of…McAlinden Research PartnersDecember 9, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeMonetary PolicyPolitics & Policy Easy Does It, For Now November was a huge month for stocks. Aside from the Presidential election, it was more of the same low rates…McAlinden Research PartnersNovember 30, 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 TrackerEconomics & TradeMonetary PolicyPolitics & Policy What to Expect After Election Night Leaves Presidential Puzzle Unfinished Amidst uncertainty in US Presidential election results, markets are bracing for volatility that could last for days or weeks. Though…McAlinden Research PartnersNovember 4, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinancePolitics & Policy Chinese Banking System Remains Vulnerable Amid Slowing Profitability, Rising NPLs Net Income at major Chinese financial institutions declined for the second consecutive quarter as the sector continues to struggle with…McAlinden Research PartnersNovember 2, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarkets Europe Lockdowns Put East-West COVID Pair Trade in Play While the US and Europe continue to battle the pandemic, most countries in the Asia-Pacific region have managed to supress…McAlinden Research PartnersOctober 29, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary PolicyPolitics & Policy On Don, Joe & Jay With election day less than a week away, we dive into polling, contributions, and alternative data to generate a final…McAlinden Research PartnersOctober 29, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeLabor, Education & DemographicsMarketsMonetary PolicyPolitics & Policy Running Hot – Joe Mac’s Market Viewpoint An economic recovery is starting to solidify, but there are still issues that must be ironed out in regard to…McAlinden Research PartnersSeptember 30, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareEconomics & Trade EM Healthcare Sector Hit By Unprecedented Demand Emerging market healthcare stocks were on fire earlier in the year. While they have taken a breather recently, MRP believes…McAlinden Research PartnersSeptember 17, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinance More Bad Loans Chop Chinese Bank Profits as Sanctions and Other Risks Loom China’s largest banks are no longer insulated from the issues that regional depositories have had to swallow over the last…McAlinden Research PartnersSeptember 9, 2020