★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ Saudi ArabiaPolitics & Policy Saudi Arabia Settles Conflict With Iran, Expands Chinese Relations and Non-Oil Business Activities Saudi Arabia's seven-year diplomatic freeze and proxy conflict with Iran appears to have come to an end after China brokered…McAlinden Research PartnersMarch 16, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMarketsMonetary Policy Credit Suisse Leads European Banking Breakdown, Complicating Imminent ECB Meeting Outlook Following a week of tumult in the US banking space, shares of European financials are breaking down as the probability…McAlinden Research PartnersMarch 15, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareFinanceⓁ PharmaceuticalsMarkets Pfizer’s M&A Strategy Sketches Roadmap for Pharma to Rebuild Pipelines, Overcome Patent Cliffs Pfizer's acquisition of Seagen, which is the largest biopharma deal since 2019, comes as products received in previous deals begin…McAlinden Research PartnersMarch 14, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefensePolitics & PolicyTechnology Space Force Budget Boost Likely to Secure More Contracts for Satellite Manufacturers Later today, President Biden will propose a federal budget allocation for the fiscal year 2024. Among other line items, the Space…McAlinden Research PartnersMarch 9, 2023
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnology TikTok May Soon Face US Reckoning, Revitalizing Beaten Down Tech and Social Media Competitors TikTok, the most widely used and downloaded app around the world, may soon be facing a ban in the United…McAlinden Research PartnersMarch 8, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesMarketsPolitics & Policy Time is Running out for Black Sea Grain Deal Renewal, Yet Wheat Prices Continue Ticking Lower With just 10 days to go before the Black Sea Grain Initiative is set to expire, posturing by Russia suggests…McAlinden Research PartnersMarch 7, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Oil Markets Struggle for Direction Amid Chinese Demand Disappointment and American Drilling Slowdown Mixed signals in energy markets have struggled to give any clear direction to oil prices so far this year. While…McAlinden Research PartnersMarch 6, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeManufacturing & LogisticsMarketsMonetary Policy Chinese Economic Data Surges into Annual Congress, Potentially Impacting Forthcoming Growth Target Several key data points appear to indicate China's economic recovery, following an extended bout of COVID-induced lockdowns, has taken hold.…McAlinden Research PartnersMarch 2, 2023
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTechnology Generative AI Creates Growth Opportunities for Chip Startups and GPU Laggards in Nvidia-Dominated Market With generative AI becoming tech's latest breakout trend, the biggest brands in social media and search engines are racing to…McAlinden Research PartnersMarch 1, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ PharmaceuticalsMarkets Potential Pfizer-Seagen Tie Up Could Mark Largest Deal in Years, Continue to Propel Biopharma M&A Trend A potential acquisition of Seagen by Pfizer, likely in the neighborhood of $40.0 billion, would be the biggest biopharma deal…McAlinden Research PartnersFebruary 27, 2023