★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceⓁ US BanksMonetary Policy Bank Deposits Back on the Rise as Falling Rates Cut Unrealized Losses, Steepen Yield Curve US commercial bank deposits jumped to their highest level in 10 months in the most recent data available, reversing a…McAlinden Research PartnersJanuary 31, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesMonetary Policy Gold and Bitcoin Break Out, Greenback Stagnant on Rising Expectations for Earlier Rate Cuts Gold futures broke out to an all-time high on Sunday evening, coinciding with a 20-month high in the unit price…McAlinden Research PartnersDecember 4, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Bank Profits Cut as Paper Losses Rebounded in Q3, But Falling Yields Could Ease Balance Sheet Pressure New data from the FDIC shows that US bank profits shrunk in Q3 while unrealized losses re-expanded to near record…McAlinden Research PartnersNovember 30, 2023
★ Daily Intelligence Briefings (DIBs)MarketsMonetary Policy IPO Activity May be Set For 2024 Revival as Equity Rally Re-Ignites Multi-Billion Dollar Listing Talks With this year's pace of IPOs trailing 2022's, 2023 is likely to log a second straight year of declining US…McAlinden Research PartnersNovember 28, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsMonetary Policy Burgeoning Downtrend in US Dollar Could Ease Difficulties Facing Emerging Market Economies Softening growth in consumer price inflation, paired with declining producer, export, and import prices, lent greater weight to the case against further…McAlinden Research PartnersNovember 16, 2023
★ Daily Intelligence Briefings (DIBs)MarketsMonetary PolicyPolitics & Policy Outlook on US Debt Now Negative at Moody’s, Government Shutdown Could Carry Yield Implications Moody's now maintains a "negative" outlook on US sovereign debt, compounding a credit rating downgrade from Fitch Ratings in August,…McAlinden Research PartnersNovember 13, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Persistent Bond Fund Bonanza Indicative of Increasingly Aggressive Bets on US Treasury Yield Trajectory Record monthly volume in a key US bond fund throughout October was symptomatic of burgeoning interest in US treasuries among…McAlinden Research PartnersNovember 6, 2023
★ Daily Intelligence Briefings (DIBs)MarketsMonetary PolicyPolitics & Policy Potential Government Shutdown May Risk Further Deterioration of US Creditworthiness The US government has until the end of the week to pass twelve appropriations bills that will constitute its budget…McAlinden Research PartnersSeptember 26, 2023
★ Daily Intelligence Briefings (DIBs)MarketsMonetary Policy ECB Benchmark Rate Reaches Record High, But Euro Could Continue to Crack Without Further Hikes A record high in the ECB's benchmark short-term rate has done little to stem the Euro's ongoing slide against the US…McAlinden Research PartnersSeptember 14, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Bank Deposits Show No Sign of Rebound, Rising Credit Rejection Rates Could Crunch Profits US bank deposits dipped to their lowest level since May in the most recent week of data, signaling that a…McAlinden Research PartnersSeptember 13, 2023