★ 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
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ PharmaceuticalsMarkets Johnson & Johnson Faces Patent Hurdles in Drug Business, Potentially Setting the Tone for Pharma Peers Johnson & Johnson's most recent earnings data showed revenues and earnings per share growing more robustly than analysts anticipated. However,…McAlinden Research PartnersApril 18, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Global Defense Budgets Continue Rising as Protraction of Russia-Ukraine Conflict Appears Inevitable US efforts to aid Ukraine's war effort have been boosted by another $2.6 billion in equipment and weaponry. The vast…McAlinden Research PartnersApril 5, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeEnergy & Environment Chinese Solar Development Off to Rapid Start in 2023, Annual Deployment to Surpass 100 GW Chinese clean energy investments continued to outstrip the US and Europe's combined spend in 2022, pushing total solar deployment in…McAlinden Research PartnersMarch 30, 2023
★ 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