★ Daily Intelligence Briefings (DIBs)FinanceMarketsTechnology New Blockchain Breakthroughs Underlie the Trendsetting Crypto Market Boom Bitcoin and the broader cryptocurrency market is on fire, overshadowing some of the most critical developments in blockchain technology happening at…McAlinden Research PartnersJanuary 6, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMonetary Policy Financial Sector Bucking Up on Buybacks, Could See Steeper Yield Curve Ahead Banks soared last week after the Fed announced they could resume share repurchase programs. However, the rally was capped by…McAlinden Research PartnersDecember 23, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinancePolitics & Policy Chinese Banking System Remains Vulnerable Amid Slowing Profitability, Rising NPLs Net Income at major Chinese financial institutions declined for the second consecutive quarter as the sector continues to struggle with…McAlinden Research PartnersNovember 2, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinance More Bad Loans Chop Chinese Bank Profits as Sanctions and Other Risks Loom China’s largest banks are no longer insulated from the issues that regional depositories have had to swallow over the last…McAlinden Research PartnersSeptember 9, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeFinance 3 Investment Implications of China’s Historic 2020 Floods Heaving flooding along the Yangtze River has submerged huge swathes of southern China this summer. It has disrupted life and…McAlinden Research PartnersAugust 31, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesFinanceMonetary Policy Crypto Rally Could Revive the Bitcoin-Gold Correlation As the Dollar takes a steep plunge this month, pecious metals are surging. Meanwhile, a sudden rally in cryptoassets, particularly bitcoin, has become…McAlinden Research PartnersJuly 29, 2020
★ Daily Intelligence Briefings (DIBs)FinancePolitics & Policy Chinese Banks Chalk up More Bad Loans as New Sanctions Loom Over Financial Sector NPL ratios across China’s financial system have continued an unrelenting rise through 2020 and are set to head even higher…McAlinden Research PartnersJuly 14, 2020
★ Daily Intelligence Briefings (DIBs)FinancePolitics & Policy Insurers & US Government Eye Pandemic Insurance Partnership The insurance industry has long argued that pandemics are uninsurable because of the difficulty of diversifying the risk away. Now…McAlinden Research PartnersJuly 13, 2020
★ Daily Intelligence Briefings (DIBs)FinanceTechnology COVID-19 Pushes Contactless Payments Over the Tipping Point COVID-19 is having a profound effect on the payments market. Concerns that the virus can be picked up from contaminated…McAlinden Research PartnersMay 14, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinance Chinese Banks Rack up More Bad Loans Amid COVID Crash Non-performing loans at many mid-tier Chinese banks continue to rise in 2020. The deterioration of loan books across the country’s…McAlinden Research PartnersMay 6, 2020