★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsMarketsTransportation Boeing Continues to Battle Output Limits and Public Scrutiny Five Years on From 737 MAX Disasters Regulatory limits on Boeing's 737 production rate, as well as delays in the procurement of certain other products, are likely…McAlinden Research PartnersMarch 13, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceⓁ US BanksMarkets Fed Liquidity Facility Shuts as Latest Bank Data Shows Deposit Drain Halting, Unrealized Losses Narrowing The FDIC's latest quarterly banking profile showed a significant drop-off in net income at US banks to close out 2023.…McAlinden Research PartnersMarch 11, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Saudi ArabiaMarkets Saudi Arabia Sees Foreign Arrivals Spike, Lifting Ambitions of Becoming Gulf Business and Travel Hub After launching a wave of investments in air travel and hospitality brands, Saudi Arabia is preparing the next leg of…McAlinden Research PartnersMarch 6, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ EthereumMarketsTechnology Bitcoin’s Dominance over Crypto Holds Strong Amid New ATH, ETF Hype Could Help Ethereum Pick up the Slack Bitcoin (BTC) jumped out to a new all-time high this morning, helped along by breakout demand for spot-backed ETFs that…McAlinden Research PartnersMarch 5, 2024
★ Daily Intelligence Briefings (DIBs)CommoditiesMarkets Texas Wildfires Whip Up Resurgent Cattle Futures, Receding Farm Acreage Could Strangle Livestock Supply The worst wildfire in Texas history has burned over 1 million acres and some of the most hard hit areas…McAlinden Research PartnersMarch 4, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ PharmaceuticalsMarkets GLP-1 Obesity Drugs Likely to Have Significant Impact on Biopharma Share Prices and Non-Healthcare Sectors The development of a new GLP-1 receptor agonist at Viking Therapeutics helped the company's shares surge by 150% this week…McAlinden Research PartnersFebruary 28, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Generative AIMarketsTechnology Big Tech Continues Betting on AI Startups, Social Media and Publishers Could Reap Data Licensing Windfall Dealmaking and fundraising at privately-held AI startups is booming. Microsoft announced yesterday that it would be adding a small stake…McAlinden Research PartnersFebruary 27, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ US EnergyMarkets Diamondback-Endeavor Deal Extends Energy Consolidation Trend as US Crude Growth Dries Up The latest multi-billion Dollar energy sector acquisition will see Diamondback Energy purchasing former rival Endeavor Energy Resources, expanding its presence…McAlinden Research PartnersFebruary 13, 2024
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarkets Emerging Markets Start 2024 With Record Stock Inflows and Debt Issuance, But China Concerns Remain Emerging market equities scored record inflows in the week to January 24, following a rapid start to the year for…McAlinden Research PartnersJanuary 29, 2024
★ Daily Intelligence Briefings (DIBs)CommoditiesMarkets Codelco Issues New Debt in Wake of Multiple Credit Rating Downgrades, 2023 Copper Output Craters Copper production at Chile's state-owned Codelco is likely to have fallen to a 25-year low in 2023, compounding consecutive declines…McAlinden Research PartnersJanuary 24, 2024