★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Uranium Prices Riding High as COVID Cuts Constrained Supply Even Deeper Uranium prices are on the rise, largely due to years of supply cuts from major miners. However, involuntary production shortfalls…McAlinden Research PartnersDecember 15, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinancePolitics & Policy Chinese Banking System Remains Vulnerable Amid Slowing Profitability, Rising NPLs Net Income at major Chinese financial institutions declined for the second consecutive quarter as the sector continues to struggle with…McAlinden Research PartnersNovember 2, 2020
★ Daily Intelligence Briefings (DIBs)Labor, Education & DemographicsServices COVID Concerns Force Cinema Closures in the US, But Chinese Theaters May be on the Comeback Cineworld is shutting down all of their theaters in the US and UK, staring down the barrel of major financial strain and…McAlinden Research PartnersOctober 6, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinance More Bad Loans Chop Chinese Bank Profits as Sanctions and Other Risks Loom China’s largest banks are no longer insulated from the issues that regional depositories have had to swallow over the last…McAlinden Research PartnersSeptember 9, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeManufacturing & Logistics Copper Climbs to New Highs With Supply Still Strained Copper Prices hit a multi-year high this week on the back of breakout demand from China, partially related to a…McAlinden Research PartnersSeptember 2, 2020
★ 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 TrackerPolitics & PolicyTechnology Potential TikTok Sale Would Launch a New Social Media Stampede TikTok, the world’s fastest growing social media app, has effectively been forced to sell off its US unit, and Microsoft…McAlinden Research PartnersAugust 4, 2020
★ Daily Intelligence Briefings (DIBs)FinancePolitics & Policy Chinese Banks Chalk up More Bad Loans as New Sanctions Loom Over Financial Sector NPL ratios across China’s financial system have continued an unrelenting rise through 2020 and are set to head even higher…McAlinden Research PartnersJuly 14, 2020
★ Daily Intelligence Briefings (DIBs)Services Alt-Meat Breaks out on Grocery Shelves, but Big-Name Competitors Loom Large Plant-Based meat substitutes have seen retail sales jump in recent months, partially making up for the losses that companies like…McAlinden Research PartnersJuly 7, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerPolitics & PolicyTechnology Winners & Losers of CHIPS For America The CHIPS For America Act recently introduced in Congress could trigger a restructuring and decoupling of the global semiconductor. Domestic…McAlinden Research PartnersJune 18, 2020