★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefensePolitics & PolicyTechnology New Space Race Enters Next Stage With Moon Missions on Deck, Private Contractors Taking Larger Role As the US approaches its first manned mission to the moon in more than five decades, private firms like SpaceX,…McAlinden Research PartnersMarch 29, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentⓁ Saudi Arabia Chinese Energy Demand Supports New International Investments, North American Capacity Remains Subdued US oil output remains subdued below pre-pandemic highs and, with energy prices well below a subsequent boom in 2022, investment…McAlinden Research PartnersMarch 28, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ Saudi ArabiaPolitics & Policy Saudi Arabia Settles Conflict With Iran, Expands Chinese Relations and Non-Oil Business Activities Saudi Arabia's seven-year diplomatic freeze and proxy conflict with Iran appears to have come to an end after China brokered…McAlinden Research PartnersMarch 16, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareFinanceⓁ PharmaceuticalsMarkets Pfizer’s M&A Strategy Sketches Roadmap for Pharma to Rebuild Pipelines, Overcome Patent Cliffs Pfizer's acquisition of Seagen, which is the largest biopharma deal since 2019, comes as products received in previous deals begin…McAlinden Research PartnersMarch 14, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesFinanceⓁ GoldMonetary Policy Gold Demand Remains Robust as Banking Breakdown Threatens to Bust Rate Hike Projections Gold prices have shrugged off chaos in equity and bond markets over the last week, rallying back above $1900.00. While…McAlinden Research PartnersMarch 13, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefensePolitics & PolicyTechnology Space Force Budget Boost Likely to Secure More Contracts for Satellite Manufacturers Later today, President Biden will propose a federal budget allocation for the fiscal year 2024. Among other line items, the Space…McAlinden Research PartnersMarch 9, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Aerospace & DefensePolitics & Policy Russia Ramps Up China Relations as US Focuses on Shoring Up Pacific Allies As relations between Russia and most of the western world have been irreparably severed over the last year, Moscow's economic cooperation and…McAlinden Research PartnersFebruary 28, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ PharmaceuticalsMarkets Potential Pfizer-Seagen Tie Up Could Mark Largest Deal in Years, Continue to Propel Biopharma M&A Trend A potential acquisition of Seagen by Pfizer, likely in the neighborhood of $40.0 billion, would be the biggest biopharma deal…McAlinden Research PartnersFebruary 27, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ GoldMonetary Policy Expectations for a Gold-Smashing Rate Hike Bump Unsubstantiated Thus Far as Inflation Cools Gradually Gold has shed most of its gains for the year in February, as some have begun to speculate that the Fed could…McAlinden Research PartnersFebruary 23, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Global Defense Spending Continues to Ratchet Up as Russo-Ukrainian War Nears One Year Mark Almost one year on from Russia's formal invasion of Ukraine, all sides seem committed to staying the course and fighting…McAlinden Research PartnersFebruary 21, 2023