★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Travel & LeisureTransportation Airlines’ Summer Bookings On the Rise, But Capacity Remains a Key Question Among Several Carriers Airlines are bracing for what could be a record summer of travel volume. That seems like good news at first…McAlinden Research PartnersApril 26, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy First Republic’s Troubles Could Roil Financials Further as Banking Sector Concerns Remain Unresolved First Republic Bank's Q1 earnings painted a more dismal picture than analysts had expected, with deposits at the troubled bank falling…McAlinden Research PartnersApril 25, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Russo-Ukrainian War Pushes Global Arms Spend Toward Record 2022, Defense Contractors Focus on Logistics Global defense spending reached a record high in 2022, an unsurprising revelation, given the outbreak of the war in Ukraine…McAlinden Research PartnersApril 24, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeReal Estate & Construction China’s Real Estate Recovery Slow to Trigger New Construction, Developers Begin New Fundraising Efforts The first expansion of China's real estate sector since 2021 coincided with a better-than-expected first quarter GDP reading this week, indicating…McAlinden Research PartnersApril 20, 2023
★ Daily Intelligence Briefings (DIBs)FinanceReal Estate & Construction Office-Focused Properties Under Pressure as Return to Work Rebound Falls Flat, REIT Short Interest Rises Commercial real estate assets, particularly those exposed to office properties, continue to languish under elevated vacancy rates. Though many companies…McAlinden Research PartnersApril 19, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ PharmaceuticalsMarkets Johnson & Johnson Faces Patent Hurdles in Drug Business, Potentially Setting the Tone for Pharma Peers Johnson & Johnson's most recent earnings data showed revenues and earnings per share growing more robustly than analysts anticipated. However,…McAlinden Research PartnersApril 18, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy All Reactors Now Offline in Germany as Falling Natural Gas Prices Could Dent European Nuclear Revival Despite multiple delays due to energy shortages last year, Germany has finally shut down all remaining nuclear power plants in…McAlinden Research PartnersApril 17, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Renewed SPR Sales Slash US Crude Stocks, New Data Signals Stronger Global Crude Demand After just twelve weeks of halted sales from the US's strategic petroleum reserve (SPR), government supplies are once again falling…McAlinden Research PartnersApril 13, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsPolitics & Policy China’s Diplomatic Onslaught Likely Key to Sustaining International Growth of Yuan-Denominated Payments China's efforts to build inroads with large emerging market economies has been supercharged by renewed diplomatic efforts across western Asia…McAlinden Research PartnersApril 12, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Upcoming Bank Earnings Will Draw Attention to Deposits, Direction of Net Interest Margins With US banks set to begin reporting Q1 earnings later this week, all eyes will be on which large institutions…McAlinden Research PartnersApril 11, 2023