★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy Utilities to Benefit From Biden’s Two-Track Infrastructure Program, Solar and Nuclear Energy in Focus With a $1 trillion infrastructure bill closing in on passage in the US Senate, and a $3.5 trillion budget reconciliation on…McAlinden Research PartnersAugust 4, 2021
⚑ Joe Mac's Viewpoints⦁ Theme TrackerMonetary PolicyPolitics & Policy Jay’s Jedi Mind Trick Despite being consistently wrong on inflation throughout all of 2021, Fed Chair Jerome Powell and other policymakers at the Fed…McAlinden Research PartnersJuly 30, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Brazil’s Bad Weather Busts Coffee Crop, Could Signal Longer-Term Climate Concerns A severe drought, followed by a wave of cold temperatures and frost, has now wiped out millions of bags' worth…McAlinden Research PartnersJuly 28, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMarketsMonetary Policy US Banks Capitalize on Increased Dealmaking, New Limits on Financial Sector Consolidation Linger US Banks are setting up for another strong year as they continue to rake in impressive revenues, bolstered by an ongoing wave of…McAlinden Research PartnersJuly 19, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMonetary Policy The Summer of CBDCs: Where Central Banks Stand in Their Digital Currency Ambitions Several central bank digital currency (CBDC) pilots have begun kicking off around the world in recent months. China's PBOC has…McAlinden Research PartnersJuly 14, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerMarketsServices Sports Betting Looks to a Summertime Bounce From the Olympics, Autumn Kickoff in Arizona US sports betting is easing into the cooler summer period that precedes the return of NFL football. However, July and…McAlinden Research PartnersJuly 13, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTechnology Latest Ransomware Attack Likely to Compound Rising Cybersecurity Spend, Boost Revenue for Providers The latest ransomware hack making headlines across the world may be the largest of all-time, affecting up to 1,500 companies.…McAlinden Research PartnersJuly 7, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Battery Metals Bounce Higher as Producers Make a Push for New Mining and Processing Tech Battery metals are forecast to remain in short supply for years to come as the transition to green energy adds…McAlinden Research PartnersJuly 6, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Record Heatwave Worsens US Drought, Potentially Compromising Tight Crop Supplies A massive drought in the US West, which may be the worst in 1,200 years, is only intensifying as cities…McAlinden Research PartnersJuly 1, 2021
⚑ Joe Mac's Viewpoints⦁ Theme TrackerⓁ Aerospace & DefenseMarkets The Halfway Point: Reviewing Our List of Themes Coinciding with the close of Q2 2021, this month’s Viewpoint offers a quick look at the state of the markets,…McAlinden Research PartnersJune 30, 2021