★ Daily Intelligence Briefings (DIBs) Homebuilder Hurdles Intensify as Mortgage Rates Suppress Affordability Housing starts and growth in home prices both hit multi-year lows in December. While housing prices are likely to continue…McAlinden Research PartnersFebruary 27, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Lithium Prices Are Rebounding and Water Worries May Push Them Even Higher Lithium prices have seen a strong rebound thus far in 2019, largely due to a mostly positive earnings season for…McAlinden Research PartnersFebruary 26, 2019
★ Daily Intelligence Briefings (DIBs)Real Estate & ConstructionServicesTechnology PropTech is Uberizing the Real Estate Industry The real estate industry, a long-term laggard when it comes to innovation, is undergoing a digital transformation. Proptech upstarts are…McAlinden Research PartnersFebruary 25, 2019
★ Daily Intelligence Briefings (DIBs)Commodities The Upcoming Copper Mining Boom Rising demand for clean energy means more solar panels, wind turbines, EVs, and large-scale batteries. It also means more demand…McAlinden Research PartnersFebruary 21, 2019
★ Daily Intelligence Briefings (DIBs)Transportation More Tariff Trouble in the Auto Market as Sales Keep Slipping Alongside continually slumping sales and already gloomy outlook for 2019, the Trump administration is now reviewing whether or not they…McAlinden Research PartnersFebruary 20, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & Trade Structural Imbalances Put Canadian Banks at Risk for the First Time in Decades While Canadian banks escaped the 2008/2009 financial meltdown relatively unscathed, their moment of reckoning may be approaching. Canada’s economy is…McAlinden Research PartnersFebruary 19, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinance US Banks are Well Positioned to Outperform EU Banks in 2019 US banks enjoy favorable conditions marked by deregulation, lowered taxes, higher interest rates, and a strong economy. EU banks face…McAlinden Research PartnersFebruary 14, 2019
★ Daily Intelligence Briefings (DIBs)Services The “Fortnite Effect” Foreshadows the Rise of Games-as-a-Service Sales for some of the gaming industry’s most successful franchises fell short of expectations in 2018, dragging down stock prices…McAlinden Research PartnersFebruary 13, 2019
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTechnology Silicon Valley Will Savor the Pentagon’s New AI Initiative Yesterday, President Trump signed an executive order meant to spur the development and regulation of artificial intelligence. While the language…McAlinden Research PartnersFebruary 12, 2019
★ Daily Intelligence Briefings (DIBs)Services Advertising Agencies Get Pushed Aside as Digital Specialists Eat Their Lunches Advertising agencies have long served as middlemen that connect brands to consumers. Nowadays, they are getting increasingly cut out as…McAlinden Research PartnersFebruary 11, 2019