★ Daily Intelligence Briefings (DIBs)Economics & TradeLabor, Education & DemographicsPolitics & Policy Hong Kong Stocks Continue Slipping Lower, Offices Hemorrhage Tenants Amid Corporate Exodus On the heels of a controversial Communist Party Congress in mainland China, shares of Hong Kong listed firms suffered from…McAlinden Research PartnersNovember 3, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ GoldMonetary Policy Central Banks Embark on a Gold Buying Spree as Instability Threatens to Spark a Rally Though gold has skidded into its worst losing streak in more than 150 years, central bank buying has accelerated to…McAlinden Research PartnersNovember 2, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Defense Sector Earnings, Developments in Ukraine Detail Significant Upside for Weapons and Equipment Sales Q3 earnings figures in the US aerospace and defense industry were broadly positive, pushing up valuations across the sector throughout…McAlinden Research PartnersOctober 31, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentⓁ Saudi ArabiaPolitics & Policy Rising Oil Revenues Help Saudi Arabia Accelerate Economic Transformation via Vision 2030 Saudi Arabia is utilizing surging oil revenues to accelerate the transformation of its economy through the Vision 2030 initiative. The…McAlinden Research PartnersOctober 25, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradePolitics & Policy OPEC+ Overshoots Expectations with New Output Cuts, American Oil & Gas Revival Becomes Critical OPEC+ delivered a shock to oil markets last week. The syndicate drove WTI benchmark crude to its highest close since…McAlinden Research PartnersOctober 10, 2022
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMarketsMonetary Policy The “Real” Rate Story Rising nominal rates are clearly putting pressure on economic growth in the US. The Fed has become more aggressive as…McAlinden Research PartnersOctober 4, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Escalating Warfare Wrecks Ukraine’s Grain Harvest and Undermines Russian Exports Crop futures are back on the rise, particularly among key grains like corn and wheat. While drought conditions in several major…McAlinden Research PartnersOctober 3, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsMonetary PolicyPolitics & Policy UK’s Pound Sterling Slammed by Stagflationary Prospects, Loss of Confidence in Policymakers The UK's Pound Sterling (GBP) plummeted yesterday, recording one of its worst days of trading across the past three decades. Moreover,…McAlinden Research PartnersSeptember 27, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Aerospace & DefensePolitics & Policy Defense Firms Set to Earn Billions of Dollars in New Contracts Amid Militarization of Eastern Europe Military spending and US foreign aid is tilting heavily toward the EU and NATO's borderlands in the eastern part of the European…McAlinden Research PartnersSeptember 20, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeLabor, Education & DemographicsReal Estate & Construction Perpetual Population Decline May Compel Hong Kong Officials to Relax Restrictive COVID Policies Hong Kong has continued to enforce a strong spate of pandemic restrictions to try and maintain COVID-19 cases in the…McAlinden Research PartnersSeptember 19, 2022