★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeFinanceMarkets Gold Shines Bright Amid Geopolitical Turmoil, But Mounting Political Pressure Will Test its Monetary Mettle Gold touched a new all-time high this week amid geopolitical fallout from Russia's ongoing invasion of Ukraine and resulting economic…McAlinden Research PartnersMarch 9, 2022
★ Daily Intelligence Briefings (DIBs)FinanceServices Digital Payment Stocks Continue to Skid on Weaker Growth Forecasts, Rising BNPL Regulation Summary: Digital payment providers have fallen out of favor with investors as a sector-wide sell off has carried over into…McAlinden Research PartnersFebruary 22, 2022
★ Daily Intelligence Briefings (DIBs)FinancePolitics & PolicyTechnology Bitcoin Gains Regulatory Approval Across the Globe, US Politicians Embrace Digital Asset Policies Rumors of Bitcoin "bans" have been greatly exaggerated. This week, Russia, India, and Indonesia are rolling out coherent regulatory frameworks…McAlinden Research PartnersFebruary 2, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinanceTechnology Brazilian Fintech Startup Funding Surges on Open Banking Reform and Digital Accessibility VC funding surged in Latin America last year, led by Brazilian fintech startups. Brazil has seen a wave of investment…McAlinden Research PartnersJanuary 26, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMarketsMonetary Policy Banking Industry Breakout Stumbles on Weaker Earnings, Flatter Yield Curve US financial sector earnings are in full-swing, but several major banks have posted disappointing results for Q4 2021. Despite strong…McAlinden Research PartnersJanuary 19, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceServicesTechnology Payment Stocks Pummeled, But BNPL and Digital Asset Transformation Could Propel Growth in 2022 The fintech sector has slipped into a significant downtrend over the last few months. Concerns over macroeconomic factors, specifically the…McAlinden Research PartnersDecember 6, 2021
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinancePolitics & Policy Hong Kong Faces an Uncertain Future as CCP Crackdowns Curb Corporate Appeal The Chinese Communist Party's ongoing regulatory and social reforms in the mainland are sending shivers through Hong Kong's economy. Cash raised…McAlinden Research PartnersNovember 3, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMarketsMonetary PolicyPolitics & Policy Improving Stablecoin Sentiment Set the Stage for Crypto’s Record Run, But New Regulations and CBDCs Could Create Uncertainty Prior to Bitcoin's ripping price action over the last month, Tether scored a victory in ongoing litigation when a judge tossed…McAlinden Research PartnersOctober 26, 2021
★ Daily Intelligence Briefings (DIBs)FinanceMarketsServices BNPL Services Gain on Strong Retail Demand, But Regulatory Concerns Arise Adoption of buy now, pay later (BNPL) services continues to accelerate among major retailers and fintech firms. Demand for BNPL…McAlinden Research PartnersOctober 25, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMarkets Investment Banking Likely to Lead Financial Sector Earnings, Best Days Yet to Come for Lending Profits US bank earnings are expected to show Q3 profit growth of 20% YoY, but scrutiny of rising costs and slower…McAlinden Research PartnersOctober 12, 2021