★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Potential US Ban on Russian Uranium Could Raise Prices, Open Opportunities for Domestic Nuclear Industry A bill meant to ban the import of Russian uranium into the US has passed the House of Representatives and…McAlinden Research PartnersDecember 12, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy White House Warns That US Budget Obstructions Endanger Breakdown on Ukrainian Frontlines As the Ukrainian military's well-armed southern offensive winds down, initially kicking off over six months ago, few tactically significant gains…McAlinden Research PartnersDecember 11, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Putin Visits Gulf States, Hosts Iranian President as Energy Revenues Threatened by Softer Pricing Russian President Vladimir Putin's visit to Saudi Arabia and the UAE has coincided with a significant drawdown in energy prices…McAlinden Research PartnersDecember 7, 2023
★ Daily Intelligence Briefings (DIBs)MarketsPolitics & PolicyServices British American Tobacco Writes Down Cigarette Brands, Preps to Account for End of Traditional Combustibles Era British American Tobacco (BAT) has disclosed a multi-billion dollar impairment affecting its portfolio of US cigarette brands. BAT will also…McAlinden Research PartnersDecember 6, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinance China’s Credit Ratings Face Negative Outlook, Foreign Outflows Continue to Flatten Equity Performance Moody's shifted their outlook on China's sovereign credit rating to "negative" on Tuesday morning, highlighting a potential need for stimulus…McAlinden Research PartnersDecember 5, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesMonetary Policy Gold and Bitcoin Break Out, Greenback Stagnant on Rising Expectations for Earlier Rate Cuts Gold futures broke out to an all-time high on Sunday evening, coinciding with a 20-month high in the unit price…McAlinden Research PartnersDecember 4, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Bank Profits Cut as Paper Losses Rebounded in Q3, But Falling Yields Could Ease Balance Sheet Pressure New data from the FDIC shows that US bank profits shrunk in Q3 while unrealized losses re-expanded to near record…McAlinden Research PartnersNovember 30, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesPolitics & Policy Panama Becomes the Latest LatAm Copper Exporter to Suffer Major Disruption to Output Panama's critical Cobre copper mine is set to be shut down following the Supreme Court's decision to void First Quantum's…McAlinden Research PartnersNovember 29, 2023
★ Daily Intelligence Briefings (DIBs)MarketsMonetary Policy IPO Activity May be Set For 2024 Revival as Equity Rally Re-Ignites Multi-Billion Dollar Listing Talks With this year's pace of IPOs trailing 2022's, 2023 is likely to log a second straight year of declining US…McAlinden Research PartnersNovember 28, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Uranium Prices Up on Increasing Odds of European Nuclear Renewal Uranium prices are reaching levels unseen in 15 years as decisions on new nuclear plants in Europe, as well as…McAlinden Research PartnersNovember 27, 2023