★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsPolitics & PolicyTechnology CHIPS Act Passed, But Semiconductor Shares Slip Lower on Rising Inventories and CapEx Pullback President Biden's signing of the CHIPS Act coincided with a dismal set of earnings and updates from several leading semiconductor…McAlinden Research PartnersAugust 10, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Pelosi Departs Taiwan Without a Hitch, But China’s Response May be Just Getting Started In the wake of House Speaker Nancy Pelosi's (D-CA) visit to Taiwan, tensions and uncertainty about China's response remain high.…McAlinden Research PartnersAugust 3, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy Congress Could Soon Approve Billions of Dollars to Continue Developing US Solar Capacity, Production The Inflation Reduction Act's provisions regarding renewable energy incentives are worth hundreds of billions of dollars. Perhaps the most critical…McAlinden Research PartnersAugust 2, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ PharmaceuticalsPolitics & Policy COVID Vaccines Continue to Drive Significant Pharma Revenues as BA.5 Variant Cases on the Rise Pharma giants Pfizer and Moderna just secured multi-billion dollar deals to supply the US government with more than 170 million…McAlinden Research PartnersAugust 1, 2022
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsPolitics & PolicyTechnology CHIPS Act Finally on the Road to Passage, But it May be Addressing a Shortage That is Already Resolved Several years after it was first introduced into congress, the CHIPS Act has finally managed to make its way through…McAlinden Research PartnersJuly 28, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Russian Gas Exports Grinding Lower in Europe Likely to Help to Bolster Oil & Gas Drillers in North America Unsurprisingly, Russia has once again cut the amount of gas headed for Europe via the Nord Stream 1 pipeline. With…McAlinden Research PartnersJuly 27, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy US Deploys More HIMARS to Ukraine, But Replenishing Stockpiles at Home Increasingly Critical The Biden Administration is prepping the US's latest wave of military assistance to Ukraine in their defensive struggle against the Russian invasion.…McAlinden Research PartnersJuly 26, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinancePolitics & Policy Hong Kong Financial Sector Losing Out on International Talent but Heavy COVID Restrictions Likely to Remain New talent is increasingly hard to come by in high profile sectors of Hong Kong's economy - particularly the all-important…McAlinden Research PartnersJuly 25, 2022
★ Daily Intelligence Briefings (DIBs)Biotechnology & HealthcareMarketsPolitics & Policy Battered Psychedelics Stocks Rebound on Wave of Scientific, Legislative Support Psychedelic medicine, focused on alternative mental health therapies that utilize drugs like LSD, MDMA and psilocybin, is becoming increasingly popular…McAlinden Research PartnersJuly 18, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Nuclear Power Revival Reaches Across Europe and Asia, Remaining Holdouts Could Suffer Energy Shortages Nuclear power is back on the rise across much of Europe and Asia. Earlier this year, France led a coalition…McAlinden Research PartnersJuly 5, 2022