★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradePolitics & Policy Russia-Ukraine Tensions Put Global Food Trade at Risk, Mounting Headwinds Face Agriculture Industry Crop futures remain elevated due to ongoing drought and adverse weather predictions for 2022. Several new catalysts have arisen that…McAlinden Research PartnersJanuary 24, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerMarketsTechnology Video Game Sales Close Out Record Year, M&A Activity Heats Up With Microsoft-Activision Deal Video games put together another strong month of sales in December, nearly even with December 2021's total when video game sales…McAlinden Research PartnersJanuary 20, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMarketsMonetary Policy Banking Industry Breakout Stumbles on Weaker Earnings, Flatter Yield Curve US financial sector earnings are in full-swing, but several major banks have posted disappointing results for Q4 2021. Despite strong…McAlinden Research PartnersJanuary 19, 2022
⚑ Joe Mac's Viewpoints⦁ Theme TrackerⓁ Aerospace & DefenseMarketsMonetary Policy A Look Back at 2021: Reviewing Our List of Themes 2021 marked another successful year for MRP’s themes, as 16 of 21 themes we closed throughout the year outperformed the…McAlinden Research PartnersJanuary 13, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy Solar Supply Chain Struggles Set to Ease in 2022, Projections Point Toward Further Investment Solar industry supply chains have fallen victim to persistent disruptions and higher costs in recent months, which have contributed to…McAlinden Research PartnersJanuary 13, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & Environment Oil & Gas Services Boosting Employment, Setting up for Resurgent Investment and Strong Energy Demand The US energy industry is on a hiring spree while broader job growth begins to stagnate. 17 consecutive months of…McAlinden Research PartnersJanuary 12, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerMarketsMonetary PolicyTechnology Bitcoin Bogged Down by Rate Hike Prospects, But Silver Linings Prevalent in On-Chain Data and Miner Activity Bitcoin's recent sell-off has been quite aggressive, but on-chain metrics suggest downward pressure is not nearly as drastic as the…McAlinden Research PartnersJanuary 11, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerServicesTransportation Hotel Recovery Outpacing Travel Counterparts Amid Rising Occupancy Rates and Strong Pricing As the travel industry continues to navigate the COVID-19 pandemic, fears surrounding the new omicron variant have yet to worry airlines…McAlinden Research PartnersJanuary 3, 2022
⚑ Joe Mac's Viewpoints⦁ Theme TrackerMarketsMonetary PolicyPolitics & Policy Bye Bye, Transitory Paired with a double dose of tapering, the FOMC’s latest updating of interest rate projections indicate a much more hawkish…McAlinden Research PartnersDecember 23, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradePolitics & Policy Uranium Enjoys Renewed Nuclear Popularity, Funds Locking Up Physical Supplies Nuclear power continues to rise in popularity among legislators and business leaders, as well as the general population. Nearly 60%…McAlinden Research PartnersDecember 15, 2021