★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Ukraine’s Southern Offensive Accelerates Attrition, Signals Western Allies Must Step Up Assistance The recognition of an accounting error by the Pentagon has freed up an additional $6.2 billion in US security assistance for Ukraine.…McAlinden Research PartnersJune 26, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradePolitics & Policy Wheat Prices Surge as Dam Devastation and Intense Combat Wilt Hopes for Resilient Ukrainian Harvests In the two weeks since the destruction of the Nova Kakhovka dam in southern Ukraine, the Kakhovka reservoir has been…McAlinden Research PartnersJune 22, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeTransportation Shipping and Logistics Industry Sales Squeezed Amid Potential Packaging Recession A worrying trend in packaging shipments has been amplified by three straight quarterly decline in sales at FedEx. At the…McAlinden Research PartnersJune 21, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Near-Record Cattle Prices Sustained by Drought Conditions, May Indicate Continued Culling Ahead US beef futures recently touched a record high, alongside US consumer prices for products like ground beef. The US cattle…McAlinden Research PartnersJune 20, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Codelco Languishes Under New Taxes and Falling Output, Complicating South American Copper Growth On top of company production levels falling to levels unseen in this millennium, new taxes on mining activity, and delays…McAlinden Research PartnersJune 15, 2023
★ Daily Intelligence Briefings (DIBs)MarketsTechnology AMD Projects AI Will be at Core of Data Center Boom, Advances GPU Ambitions with Latest Chip The debut of AMD's newest chip is their latest attempt to shake up the heavily-concentrated GPU market, now one of…McAlinden Research PartnersJune 14, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ Gene EditingMarkets FDA Could Approve First CRISPR Treatment in US Before Year End, Marking New Territory for Gene Editing Tech CRISPR gene editing therapies took a big step toward commercialization in the United States last week, as the FDA laid…McAlinden Research PartnersJune 13, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeMonetary Policy China’s Gold Grab Moves in Synch With Ongoing Drawdown in US Treasury Holdings China continued to buy gold in May, continuing a streak of purchases that has gone on since November. The rise in…McAlinden Research PartnersJune 12, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesMarketsPolitics & Policy Dam Destruction and Dry Weather May Devastate Ukrainian Grain Harvest Ukrainian grain supplies are currently facing down hostile weather, military encroachment, and falling water levels across several key canal routes.…McAlinden Research PartnersJune 8, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerManufacturing & LogisticsReal Estate & Construction Construction Spending Surges in Nonresidential Sector, But US Industrials Lag Homebuilder Performance US nonresidential construction data has shown particular resilience lately, rising close to record highs on a YoY basis. Gauges of…McAlinden Research PartnersJune 7, 2023