★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ Generative AIⓁ PharmaceuticalsTechnology Moderna Procures Machine Learning Partnership to Boost Generative AI Use In Drug Discovery Moderna has announced a partnership between itself and OpenAI, allowing the biopharma firm to utilize the latter's enterprise ChatGPT product…McAlinden Research PartnersApril 25, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ US EnergyTechnology Brimming Gas Stockpiles Could be Drawn Down by Electricity Demands of AI Data Center Boom Natural gas futures have struggled to rebound recently after back-to-back mild winters have suppressed prices and left inventories in both…McAlinden Research PartnersApril 24, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ EthereumTechnology Bitcoin Hash Rate Holds Strong in Wake of Halving, Suggesting Miner Margins May Remain Intact Bitcoin's fourth halving has slashed the generation of new BTC as 45% of coins already in circulation remain unmoved in three…McAlinden Research PartnersApril 23, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy New US Aid for Ukraine Likely by End of Month, Attrition and Ballooning Russian Ranks Remain Concerns The US House's passage of desperately needed security aid for Ukraine, likely helped along by additional funds earmarked for Israel,…McAlinden Research PartnersApril 22, 2024
★ Daily Intelligence Briefings (DIBs)Monetary PolicyPolitics & Policy Relentless US Fiscal Spend Risks Undermining Restrictive Monetary Policy, Supersizing Deficits Dueling IMF publications released this week cast the US as an economic juggernaut in terms of growth, doubling up on…McAlinden Research PartnersApril 18, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentⓁ US EnergyPolitics & Policy Gasoline Continues to Gain on Russian Refinery Outages, Demand Shifts Toward Thinning US Inventory The range of Ukraine's drone offensive against oil and gas facilities on the Russian mainland could soon expand to threaten…McAlinden Research PartnersApril 17, 2024
★ Daily Intelligence Briefings (DIBs)Monetary PolicyReal Estate & Construction Rising Rates Could Reverse Fed Progress on Key Shelter Inflation Gauge Amid Home Construction Slowdown The latest data on US home construction showed a significant deceleration in starts and permitting activity, which each fell to…McAlinden Research PartnersApril 16, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseMarketsPolitics & Policy Israel Racks Up Massive Costs to Fend off Iranian Aerial Assault, US and UK Look to Stem Further Escalation A multi-directional attack from Iran and its proxies throughout the Middle East volleyed more than 300 drones and missiles at…McAlinden Research PartnersApril 15, 2024
★ Daily Intelligence Briefings (DIBs)CommoditiesMonetary PolicyPolitics & Policy Gold Rally Potentially the Result of Bullish Catalysts Underlying Both Dovish and Hawkish Scenarios at Fed A surge in precious metals prices has pushed gold to record highs in recent days, defying a subsequent jump in…McAlinden Research PartnersApril 11, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceⓁ US BanksMonetary Policy US Bank Deposits Swell to Highest Level in a Year as Loan-Loss Provisioning Slows to Halt Bank deposits have surged over the past four months, giving US financial institutions some much-needed breathing room to insulate their…McAlinden Research PartnersApril 10, 2024