★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeFinance 3 Investment Implications of China’s Historic 2020 Floods Heaving flooding along the Yangtze River has submerged huge swathes of southern China this summer. It has disrupted life and…McAlinden Research PartnersAugust 31, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Coffee’s About to Have a Really Good Year or a Really Bad Year Coffee’s strong 2019 performance relative to other agricultural commodities was followed by a spectacular crash this year that left investors…McAlinden Research PartnersMarch 9, 2020
⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesMarketsMonetary Policy Post-Coronavirus Commodities Comeback Summary: Commodities have fallen fast and hard in the wake of the Coronavirus’ pummeling of nearly every asset class. This is…McAlinden Research PartnersFebruary 28, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Coronavirus Curbs International Meat Shipments, but Chinese Import Surge Will Resume China’s meat imports have surged since African Swine Fever decimated their pork supply last year. The effects of the fever,…McAlinden Research PartnersFebruary 19, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Time to Put on That Agricultural Commodities vs Packaged Foods Pair Trade The new US-China trade agreement calls for China to buy $40-$50 billion worth of US agricultural commodities annually for two…McAlinden Research PartnersJanuary 16, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities China’s Protein Shortage Far From Over as Demand for Imports Disrupts Global Meat Market African Swine Flu has now wiped out 40% of China’s hog supply, wiping out 25% of this year’s pork production,…McAlinden Research PartnersNovember 27, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities US Crop Yields Continue to Crack Under Early Winter Weather Weather continues to wreak havoc on corn, soy and other crops across the US after massive flooding delayed plantings this…McAlinden Research PartnersNovember 20, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & Trade US Agricultural Futures Staging a Comeback on Harvest Woes, Chinese Protein Shortage A painful planting season has turned to harvesting season for US farmers, but shortfalls continue to persist. The USDA has…McAlinden Research PartnersOctober 16, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Egg & Poultry Stock Prices Have Diverged in the US. What’s Next? Not only has the number of egg-laying hens in the United States reached record levels, those hens are more productive…McAlinden Research PartnersOctober 7, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Four Factors That Could Reverse Cotton’s Bear Market Cotton is taking a major hit from the combined impact of the US-China tariff war, decelerating global growth, a strong…McAlinden Research PartnersSeptember 23, 2019