★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeMarketsPolitics & Policy Nuclear Dependence on Russia and Africa Raises the Stakes for West’s Bid to Boost Uranium Output Despite efforts to wean themselves off of Russian energy imports, western nations' purchases of uranium products still rely heavily on…McAlinden Research PartnersAugust 29, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinancePolitics & Policy Beijing’s Regulatory Blitz May Fail to Revive Chinese Financial Markets if Growth Risks Remain Unresolved China's reduction of a stamp duty tax on stock trades, the country's latest financial market reform effort, managed to help the…McAlinden Research PartnersAugust 28, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesFinancePolitics & Policy SEC Tries to Slam the Door on Spot BTC Funds Until 2024, Grayscale Suit Set to Conclude in Coming Days With the SEC likely to punt any decisions on various spot Bitcoin (BTC) ETFs into 2024, BTC's unit price has…McAlinden Research PartnersAugust 21, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Sports BettingMarketsPolitics & PolicyServices ESPN-Penn Tie Up Initiates New Era for US Sports Betting, Upcoming NFL Season Likely to Juice Earnings After years of speculation about whether ESPN would ever launch a sportsbook to capitalize on the boom in online gambling,…McAlinden Research PartnersAugust 10, 2023
★ Daily Intelligence Briefings (DIBs)FinancePolitics & Policy Fitch’s US Debt Downgrade Dismissed by Some, But Could be Driving Long-Term Rates Higher A downgrade of the US's sovereign debt by Fitch Ratings, from AAA to AA+, has been widely dismissed by government…McAlinden Research PartnersAugust 3, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ WheatPolitics & Policy Russia Shifts Missile Strikes Toward Ukraine’s River Ports, Cutting Off Back Door for Black Sea Grain Ships Russia resumed their targeting of key Ukrainian shipping infrastructure this morning, slamming the river port of Izmail with missile and drone…McAlinden Research PartnersAugust 2, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ Aerospace & DefensePolitics & Policy Niger Coup Could Spiral Into a New Proxy Conflict, Posing Serious Risks to Europe’s Uranium Supply The ongoing coup in Niger has opened up yet another battle for the US and Europe's geopolitical influence, which could…McAlinden Research PartnersAugust 1, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Codelco Output Forecasts Crumble Under Weight of Reforms, Peru’s Copper Troubles Likely to Persist Expectations for Codelco's annual copper production continue to be whittled down with each passing quarter. State-owned Codelco is the world's biggest…McAlinden Research PartnersJuly 31, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ Saudi ArabiaPolitics & Policy Saudi Crude Cuts Help to Secure Country’s Budget Goals, Likely to be Extended Into September Efforts to thin out the supply side in crude markets, largely shouldered by Saudi Arabia, bore fruit in July. Major energy…McAlinden Research PartnersJuly 27, 2023
★ Daily Intelligence Briefings (DIBs)Labor, Education & DemographicsManufacturing & LogisticsPolitics & PolicyTechnology Taiwan’s Semiconductor Industry Faces Continual Risk From China, Key US Reshoring Efforts Delayed Summary: Taiwan Semiconductor Manufacturing Co's decision to delay the opening of a much-lauded $40 billion Arizona plant into 2025 shows…McAlinden Research PartnersJuly 26, 2023