★ Daily Intelligence Briefings (DIBs)CommoditiesReal Estate & Construction How to Capitalize on a US Infrastructure Spending Surge America’s economy is in need of a lifeline, and politicians are touting infrastructure spending as a possible remedy. After all,…McAlinden Research PartnersApril 30, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities White House Steps in to Stem Slaughterhouse Shutdowns, Livestock to Benefit From Increasing Exports Major US Meatpacking infrastructure has been struck by COVID-19, threatening a shutdown of up to 80% of meat production and…McAlinden Research PartnersApril 29, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & Healthcare Chinese Healthcare Exports Continue Their COVID Surge China is ramping up its manufacturing of medical goods, including masks, PPE, and ventilators, as it seeks to ship them…McAlinden Research PartnersApril 28, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment The Pieces are Falling in Place for a Gasoline Price Rebound Given the imminent re-opening of America's economy and the start of peak driving season in coming weeks, US gasoline demand…McAlinden Research PartnersApril 27, 2020
★ Daily Intelligence Briefings (DIBs)Economics & Trade Argentina Debt Default Not Fully Priced into Equity Market Ever since a 2018 currency crisis forced Argentina to seek out a $57 billion bailout from the International Monetary Fund,…McAlinden Research PartnersApril 23, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Making Sense of Crude Oil’s COVID Meltdown & the Growing Global Response WTI crude futures saw their lowest-ever levels, falling into deep negative territory on Monday but rebounding back into positive territory…McAlinden Research PartnersApril 22, 2020
★ Daily Intelligence Briefings (DIBs)Markets The Quarantined Masses are Clamoring for “Essential” Cannabis Cannabis sales have been on the rise in recent weeks with stir-crazy consumers looking for a way to pass the…McAlinden Research PartnersApril 21, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerMarketsServices MRP Adds a New Retail Pair Trade to List of Themes: Clicks vs Bricks 2.0 The nationwide lockdowns that have kept people out of shopping malls, restaurants and bars have also tilted consumer shopping habits…McAlinden Research PartnersApril 20, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Uranium’s Stealth Bull Market Garners Momentum The uranium market has been enjoying a stealth bull market due to the coronavirus outbreak. Temporary mine closures to slow…McAlinden Research PartnersApril 16, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerManufacturing & LogisticsServicesTechnology Coronavirus Sets the Stage for an Acceleration of Robotics & Automation One of the clearest beneficiaries of Coronavirus’ long-term effect on the global economy will be automation technology. Now that the…McAlinden Research PartnersApril 15, 2020