★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment WTI Crude Cracks $60 Again as OPEC Pumps Up Oil Demand Forecasts, US Shale Steadies Production Energy demand continues to steadily rebound from the COVID crash, but several measures of supply show a continued downturn in…McAlinden Research PartnersApril 13, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Uranium Back on the Rise as Suppliers Close Up Mines, Move to Buy in the Spot Market Uranium finally managed to break above the $30 mark this year amid news of permanent mine closures, an increase in…McAlinden Research PartnersApril 8, 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
⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesEconomics & TradeMonetary PolicyPolitics & Policy Preparing for Inflation Amid the Printer-Powered Recovery – Joe Mac’s Market Viewpoint Inflation remains the hottest topic on investors’ minds. Following the passage of the latest trillion-dollar stimulus package in March, web…McAlinden Research PartnersMarch 31, 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 & TradeMarkets Coffee Prices May Climb Higher on Weaker Harvests, Draining Surplus, and Rising Shipping Inflation Several supply-side catalysts are set to whack the global coffee trade this year, setting the stage for a continued surge in…McAlinden Research PartnersMarch 22, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy OPEC+ Keeps Oil Output Steady as Saudi Arabia Looks Toward New Aramco Listing, Sustainable Budget Crude oil futures ticked up in response to OPEC+'s decision to keep crude oil output almost totally steady across the…McAlinden Research PartnersMarch 8, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Copper Leads a Commodities Supercycle as Banks Become Ever More Bullish on the Red Metal Copper futures recently touched a decade high as key investment banks openly declared a "supercycle", raising their price targets through 2022. Net…McAlinden Research PartnersMarch 2, 2021
⚑ Joe Mac's ViewpointsEconomics & TradeLabor, Education & DemographicsMonetary Policy An Inflation Calculation Despite a combination of ultra-easy monetary policy and trillions of Dollars’ worth of QE flooding the economy throughout 2020, signs…McAlinden Research PartnersJanuary 29, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesManufacturing & LogisticsMonetary Policy Silver Set to Shine as Solar and EV Demand Could Spell Another Breakout Year for Metals Silver outperformed gold last year after staging a massive comeback from historic relative weakness. The early stages of the economic…McAlinden Research PartnersJanuary 19, 2021