★ Daily Intelligence Briefings (DIBs)Economics & TradeMarkets China’s COVID Wave Abates, Clearing the Way for a Post-Lockdown Burst in Consumer Spending Much has been made of China's re-opening, which spurred commodities prices higher and brightened growth prospects for the global economy.…McAlinden Research PartnersFebruary 13, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeLabor, Education & DemographicsPolitics & Policy China’s Year of Protest Continues to Threaten Growth Targets, Culminates in Anti-Lockdown Demonstrations Widespread protests have broken out across China in opposition of yet another bout of lockdowns in the world's second-largest economy.…McAlinden Research PartnersNovember 29, 2022
★ Daily Intelligence Briefings (DIBs)Biotechnology & Healthcare Evolving COVID Variants May Render Current Treatments Obsolete, Drive Need for New Round of Therapeutics The COVID-19 omicron variant has diminished the efficacy of the US's most prominent antibody treatments. As the genome of this virus constantly…McAlinden Research PartnersJanuary 4, 2022
⚑ Joe Mac's Viewpoints⦁ Theme Tracker Looking Through the Third Wave A third wave of COVID-19 slammed the US economy throughout the summer months, but new case numbers appear to have…McAlinden Research PartnersOctober 6, 2021
★ Daily Intelligence Briefings (DIBs)ServicesTransportation Cruise Industry Finally Shedding Delta Variant Concerns, Full Steam Ahead For 2022 Recovery Cruise line stocks remain well below pre-pandemic valuations, but it appears a recovery is starting to accelerate across the industry.…McAlinden Research PartnersSeptember 27, 2021
★ Daily Intelligence Briefings (DIBs)MarketsServicesTransportation Cruise Lines Resume Operations, But Consumer Uncertainties Linger The cruise industry is slowly approaching a return to normal, finally returning to service amid pent-up demand for leisure travel. After…McAlinden Research PartnersJune 14, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeMarketsPolitics & Policy UK Equities Finally Shed Brexit Uncertainty as Investors Look to Tap Value-Heavy FTSE Stocks In a market that has has become a sea of expensive growth stocks, the UK stands out as an island of…McAlinden Research PartnersJanuary 25, 2021
★ Daily Intelligence Briefings (DIBs)MarketsServices Warner Brothers’ Streaming Strategy Pushes Cinema Chains to the Brink Just days after AMC and Cineworld laid out plans for new financing to ward off the looming threat of insolvency, Warner…McAlinden Research PartnersDecember 8, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarkets Europe Lockdowns Put East-West COVID Pair Trade in Play While the US and Europe continue to battle the pandemic, most countries in the Asia-Pacific region have managed to supress…McAlinden Research PartnersOctober 29, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary PolicyPolitics & Policy On Don, Joe & Jay With election day less than a week away, we dive into polling, contributions, and alternative data to generate a final…McAlinden Research PartnersOctober 29, 2020