⚑ Joe Mac's ViewpointsEconomics & TradeManufacturing & LogisticsMarketsMonetary Policy A Tough and Tighter Year Ahead – Joe Mac’s Market Viewpoint An equities rally at the start of the year hit a brick wall in February. That was largely due to…McAlinden Research PartnersMarch 6, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeManufacturing & LogisticsMarketsMonetary Policy Chinese Economic Data Surges into Annual Congress, Potentially Impacting Forthcoming Growth Target Several key data points appear to indicate China's economic recovery, following an extended bout of COVID-induced lockdowns, has taken hold.…McAlinden Research PartnersMarch 2, 2023
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTechnology Generative AI Creates Growth Opportunities for Chip Startups and GPU Laggards in Nvidia-Dominated Market With generative AI becoming tech's latest breakout trend, the biggest brands in social media and search engines are racing to…McAlinden Research PartnersMarch 1, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Global Defense Spending Continues to Ratchet Up as Russo-Ukrainian War Nears One Year Mark Almost one year on from Russia's formal invasion of Ukraine, all sides seem committed to staying the course and fighting…McAlinden Research PartnersFebruary 21, 2023
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Aviation Industry Rallies, But Reliance on 737 MAX Backlog Continues to Cast a Shadow Over Boeing Shares of Airbus and Boeing surged into the end of 2022 on strong annual performance for both companies. For a…McAlinden Research PartnersFebruary 9, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy US Deployment of M1 Abrams Marks a New Milestone in Ukraine, Security Assistance to Surpass $27 Billion President Biden has announced the US will provide the Ukrainian military with M1 Abrams tanks, a reversal of Washington's long-standing…McAlinden Research PartnersJanuary 26, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy US Military Aid to Ukraine Continues Bolstering Defense Contractors as Funds will Flow for “As Long as it Takes” Ukrainian President Zelensky's first international trip since Russia's invasion of his country was to the US, culminating in an address…McAlinden Research PartnersDecember 22, 2022
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsPolitics & PolicyTechnology Chinese Semiconductor Sanctions Could Preserve Pricing Power For CapEx-Heavy Chip Manufacturers Summary: Major semiconductor manufacturers are rapidly expanding their capital expenditures in the US, contributing to a record number of starts…McAlinden Research PartnersDecember 19, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Defense Backlogs Building as Demand for US Arms Overflows, Ukraine Assistance Closing in on $20 Billion The US's continued support for Ukraine since the start of Russia's invasion last February is approaching $20 billion and has…McAlinden Research PartnersNovember 30, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Defense Sector Earnings, Developments in Ukraine Detail Significant Upside for Weapons and Equipment Sales Q3 earnings figures in the US aerospace and defense industry were broadly positive, pushing up valuations across the sector throughout…McAlinden Research PartnersOctober 31, 2022