★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesMarkets Crop Prices Move Higher on Continued Drought Concerns, USDA Lowers Yield Forecasts Unrelenting drought in the US west has led the federal government to declare the first ever water shortage in the…McAlinden Research PartnersAugust 19, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesManufacturing & LogisticsTechnology Meat Prices, Cybersecurity Concerns Surging as Grilling Season Arrives and Supply Chain Issues Escalate Livestock futures have been steadily climbing in 2021, and rising demand for meat products in a post-pandemic summer could push…McAlinden Research PartnersJune 3, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesMarkets Crop Stocks Running Thin as Several Supply-Side Disruptions Push Up Commodity Prices US corn and soybean planting data disappointed last week, coming in well below analyst estimates. That was the latest spark in a string…McAlinden Research PartnersApril 7, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeEnergy & Environment Shrinking Crop Supplies Feed Rising Fears of Even More Food Inflation Food inflation has become a major concern around the world with agricultural commodity supplies beginning to thin and extreme weather endangering…McAlinden Research PartnersMarch 24, 2021
★ 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