★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ Gene EditingMarkets More FDA Approvals Arise in Gene Editing Space, Renewed VC Rounds Begin to Ramp Up Shares of biotech firms focused on gene editing have been heating up this month, largely on the back of the…McAlinden Research PartnersMay 25, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMarkets Tether Expands Profits, Dominance, and Bitcoin Holdings as T-Bills and Reverse Repo Become Reserve Standards Tether, the world's leading stablecoin issuer, posted its reserve attestation documents for Q1 2023 last week and claimed to have earned…McAlinden Research PartnersMay 22, 2023
⚑ Joe Mac's ViewpointsFinanceMarketsMonetary Policy FX and the Impending Fed Inflection Point In tandem with reaching the median terminal rate its policymakers laid out in March, the Federal Reserve boosted bets on…McAlinden Research PartnersMay 12, 2023
★ Daily Intelligence Briefings (DIBs)MarketsServices Sports Betting Profitability Set to Surge Through Year End, Laggards May Look Toward Consolidation Upbeat first quarter earnings from several firms operating online sportsbooks has re-injected optimism into the rapidly growing sector, now legal…McAlinden Research PartnersMay 9, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ PharmaceuticalsMarkets Johnson & Johnson Faces Patent Hurdles in Drug Business, Potentially Setting the Tone for Pharma Peers Johnson & Johnson's most recent earnings data showed revenues and earnings per share growing more robustly than analysts anticipated. However,…McAlinden Research PartnersApril 18, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsPolitics & Policy China’s Diplomatic Onslaught Likely Key to Sustaining International Growth of Yuan-Denominated Payments China's efforts to build inroads with large emerging market economies has been supercharged by renewed diplomatic efforts across western Asia…McAlinden Research PartnersApril 12, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMarketsReal Estate & Construction Softening Commercial Property Market Could Stretch Financials Even Further as CMBS Bets Get More Risky Financial sector exposure to commercial mortgage backed securities (CMBS) has come under increased scrutiny in recent weeks. Not only are mid-sized banks…McAlinden Research PartnersMarch 27, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMarketsMonetary Policy Fed Plots Narrower Tightening Path Forward but Bank Struggles Have Markets Focused on Rate Cuts The Federal Reserve attempted to strike a balance between maintaining financial conditions and price stability yesterday, hiking rates by 25bps…McAlinden Research PartnersMarch 23, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMarketsMonetary Policy Hawkish ECB Helps to Reduce Real Rate Spread with US, Ramping Up FX Pressure on USD/EUR Whether the Fed raises its benchmark fed funds rate by 25bps or chooses to pause at tomorrow's FOMC meeting, the Fed's…McAlinden Research PartnersMarch 21, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMarketsMonetary Policy Credit Suisse Leads European Banking Breakdown, Complicating Imminent ECB Meeting Outlook Following a week of tumult in the US banking space, shares of European financials are breaking down as the probability…McAlinden Research PartnersMarch 15, 2023