★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Airbus Bumps Boeing Again by Advancing in China, Expands Lead in 2022 Deliveries and Orders Early this month, three major Chinese airlines submitted orders for nearly 300 Airbus jets. That came less than two months…McAlinden Research PartnersJuly 7, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Travel & LeisureServices Cruise Lines Push Capacity to Counter High Energy Costs, Heavy Debt Loads Loom Large Shares of major cruise lines have been hit hard by a broader weakening of economic growth and rising energy costs.…McAlinden Research PartnersJuly 6, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ UraniumPolitics & Policy Nuclear Power Revival Reaches Across Europe and Asia, Remaining Holdouts Could Suffer Energy Shortages Nuclear power is back on the rise across much of Europe and Asia. Earlier this year, France led a coalition…McAlinden Research PartnersJuly 5, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeFinanceⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy US Set to Boost Military Presence in Europe and Push Defense Budget to New Highs With Finland and Sweden now set to join NATO in the near future, tensions between the organization's member states and Russia…McAlinden Research PartnersJune 30, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMonetary PolicyReal Estate & Construction China’s Stimulus Measures Reverse Lending Decline, But Deeply Indebted Developers Continue to Suffer Overwhelming debt loads in China's real estate sector, exacerbated by relentless weakness in home sales data, is has created a continual drag…McAlinden Research PartnersJune 29, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeEnergy & EnvironmentPolitics & Policy Russian Default Unlikely to Dent Ambitions, New Gold Ban Will Have Similar Impact to Oil Embargoes Russia has officially fallen into default on its foreign debt for the first time in more than a century due…McAlinden Research PartnersJune 28, 2022
★ Daily Intelligence Briefings (DIBs)Labor, Education & DemographicsManufacturing & Logistics Automation Tech May Turn the Tide in America’s Struggle Against Weakening Productivity, Higher Labor Costs As the productivity of America's workforce deteriorates, compounded by stagnating participation in the labor force, automation and robotics are becoming increasingly…McAlinden Research PartnersJune 27, 2022
★ Daily Intelligence Briefings (DIBs)FinanceMarkets Stress Test Results Could Spur Optimism in Financial Sector, But Recession Fears Still Loom Large The Federal Reserve will publish results from their annual stress tests of major US financial institutions today after the close. Based on those,…McAlinden Research PartnersJune 23, 2022
★ Daily Intelligence Briefings (DIBs)FinanceMarketsPolitics & Policy SEC Decision on Key Bitcoin ETF Application Looms as Grayscale Preps Lawsuit, Dissent Rises From Within Numerous Bitcoin ETFs have been approved by the SEC over the last year, but a spot fund, widely-regarded as the…McAlinden Research PartnersJune 22, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsMonetary Policy Emerging Markets Face a Fragmented Future as Buoyant Dollar and Chinese Loans Fuel Debt Crisis Fears Emerging Markets continue to languish under a strong USD and fading growth prospects. Each of those factors are intensifying the large…McAlinden Research PartnersJune 21, 2022