★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy Solar Industry at a Standstill on Tariff Threat, But New Trade Restrictions Remain Far From Certain US solar power generation is breaking through all time highs, but projections for a rapid expansion of new installations in…McAlinden Research PartnersMay 11, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMonetary Policy Emerging Market Prospects Pulverized by Dollar’s Rise, China Could Make or Break a Potential Comeback Unrelenting Dollar strength throughout the year has whittled away at broadly positive expectations for emerging markets in 2022. With the…McAlinden Research PartnersMay 10, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Oil & Gas Services Spending Splurge May be on the Horizon as Demand for US Energy Piles Up Advanced economies around the word continue to eliminate Russian oil & gas from their energy mix as, over the weekend,…McAlinden Research PartnersMay 9, 2022
★ Daily Intelligence Briefings (DIBs)MarketsPolitics & PolicyTechnology Bitcoin Mining Activity, Adoption of Sustainable Energy Capacity Swells toward All-Time Highs Despite Bitcoin's value in USD terms still being about 42% off of its all time high, its hash rate, the gauge…McAlinden Research PartnersMay 5, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeMonetary Policy China Launches More Stimulus Measures to Counter Fallout From Heavy-Handed COVID Lockdowns Following the implementation of major tax cuts and financial reforms to boost lending and loosen up liquidity for its beleaguered…McAlinden Research PartnersMay 4, 2022
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsMarketsServices Amazon’s Slowing Growth Weighs on eCommerce Space, Warehouse Operators Could be Victims of Contagion Amazon's recent earnings miss sent the company's shares tumbling by more than 10% and spawned a wave of fear that swept…McAlinden Research PartnersMay 3, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Historic Drought Worsens Water Shortages, Purification and Desalination Tech Likely to See Heightened Interest The US continues to battle historic drought as significant portions of the nation's West are stuck with severely dry conditions heading into…McAlinden Research PartnersMay 2, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Coal Stocks Soar on Russian Invasion, Europe and China Boosting Production Amid Energy Insecurity A coal industry revival has been accelerated in recent months, boosted by the Russian invasion of Ukraine that has upended energy markets…McAlinden Research PartnersApril 28, 2022
★ Daily Intelligence Briefings (DIBs)Monetary PolicyReal Estate & Construction Steeper Mortgage Rates Spark Homebuilder Sell-Off But Building Activity Yet to Slow Home sales have slowed over the past few months in spite of building activity remaining at or near 16-year highs.…McAlinden Research PartnersApril 27, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefensePolitics & PolicyTechnology Satellite Tech’s “Internet Moment” Stirred Up By Military Conflict in Ukraine Satellite imagery is playing a key role in the US's monitoring of Russia's attack on Ukraine. Government agencies and media…McAlinden Research PartnersApril 26, 2022