★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ WheatMarketsPolitics & Policy Dam Destruction and Dry Weather May Devastate Ukrainian Grain Harvest Ukrainian grain supplies are currently facing down hostile weather, military encroachment, and falling water levels across several key canal routes.…McAlinden Research PartnersJune 8, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ US ConstructionManufacturing & LogisticsReal Estate & Construction Construction Spending Surges in Nonresidential Sector, But US Industrials Lag Homebuilder Performance US nonresidential construction data has shown particular resilience lately, rising close to record highs on a YoY basis. Gauges of…McAlinden Research PartnersJune 7, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ Aerospace & Defense Ukrainian Dam Blast May Put Europe’s Largest Nuclear Power Plant Back in Danger The breaching of a major dam in southern Ukraine this morning could carry significant implications for the development of armed…McAlinden Research PartnersJune 6, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy China’s Ongoing Solar Splurge Helps to Push Solar Power Spending Beyond Fossil Fuels for First Time Annual spending on solar energy will surpass outlays for fossil fuel development in 2023, a significant turning point for the…McAlinden Research PartnersMay 30, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ Gene EditingMarkets More FDA Approvals Arise in Gene Editing Space, Renewed VC Rounds Begin to Ramp Up Shares of biotech firms focused on gene editing have been heating up this month, largely on the back of the…McAlinden Research PartnersMay 25, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Travel & LeisureTransportation European Airlines Enjoying Travel Industry Tailwinds Recent earnings reports from Ryanair and EasyJet have painted an optimistic picture for European airlines this summer. Those results coincide with…McAlinden Research PartnersMay 23, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Ukrainian Military Aid Exposes Europe’s Need to Unify its Discordant Defense Industry Over the past few days, Ukrainian President Zelenskyy secured new military assistance from several key European allies, including Germany, France,…McAlinden Research PartnersMay 16, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Travel & LeisureTransportation Labor Day Holiday Helps Launch China Toward Long-Awaited Travel Recovery China's is wrapping up its first Labor Day holiday without the threat of COVID-induced lockdowns hanging over the nation since…McAlinden Research PartnersMay 3, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Travel & LeisureTransportation Airlines’ Summer Bookings On the Rise, But Capacity Remains a Key Question Among Several Carriers Airlines are bracing for what could be a record summer of travel volume. That seems like good news at first…McAlinden Research PartnersApril 26, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Russo-Ukrainian War Pushes Global Arms Spend Toward Record 2022, Defense Contractors Focus on Logistics Global defense spending reached a record high in 2022, an unsurprising revelation, given the outbreak of the war in Ukraine…McAlinden Research PartnersApril 24, 2023