★ 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)FinanceReal Estate & Construction Commercial Properties May See Steeper Rent Declines, Office Building Discounts in Wake of WeWork Bankruptcy WeWork's bankruptcy marks the latest blow to the commercial real estate (CRE) market - particularly the office building segment. Despite…McAlinden Research PartnersNovember 8, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Persistent Bond Fund Bonanza Indicative of Increasingly Aggressive Bets on US Treasury Yield Trajectory Record monthly volume in a key US bond fund throughout October was symptomatic of burgeoning interest in US treasuries among…McAlinden Research PartnersNovember 6, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesFinanceⓁ Bitcoin BlackRock Reaches Breakthrough Milestones in Bid to Launch Spot-Backed Bitcoin ETF Bitcoin's unit price broke out to a 52-week high above $35,000 on Monday evening, spurring a record amount of open…McAlinden Research PartnersOctober 24, 2023
★ Daily Intelligence Briefings (DIBs)FinancePolitics & Policy US TIC Data Shows Foreign Official Treasury Holders are Cutting Exposure, Potentially Pushing up Yields Though total foreign holdings of US Treasuries have risen throughout the past several months, the latest Treasury International Capital (TIC)…McAlinden Research PartnersOctober 19, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Bank Deposits Show No Sign of Rebound, Rising Credit Rejection Rates Could Crunch Profits US bank deposits dipped to their lowest level since May in the most recent week of data, signaling that a…McAlinden Research PartnersSeptember 13, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeEnergy & EnvironmentFinanceⓁ Saudi ArabiaPolitics & Policy China-Saudi Connection Continues to Expand International Energy, Financial Integrations China's diplomatic courting of Saudi Arabia as a trade partner has produced several groundbreaking energy deals for the two countries, including direct cooperation…McAlinden Research PartnersSeptember 6, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinancePolitics & Policy Beijing’s Regulatory Blitz May Fail to Revive Chinese Financial Markets if Growth Risks Remain Unresolved China's reduction of a stamp duty tax on stock trades, the country's latest financial market reform effort, managed to help the…McAlinden Research PartnersAugust 28, 2023
★ Daily Intelligence Briefings (DIBs)Finance More US Banks Face Credit Rating Downgrades as Funding and Deposit Concerns Persist Another round of credit rating downgrades impacting several US banks with a combined $426 billion in consolidated assets, this time…McAlinden Research PartnersAugust 22, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesFinancePolitics & Policy SEC Tries to Slam the Door on Spot BTC Funds Until 2024, Grayscale Suit Set to Conclude in Coming Days With the SEC likely to punt any decisions on various spot Bitcoin (BTC) ETFs into 2024, BTC's unit price has…McAlinden Research PartnersAugust 21, 2023