★ Daily Intelligence Briefings (DIBs)MarketsServices Retail Stocks Slump From Multi-Year Highs, Routed by Weak December Sales Data and Omicron Surge Most of last year marked a renaissance in retail, boosting shares of merchants relying heavily on storefronts. The closing month…McAlinden Research PartnersFebruary 8, 2022
★ Daily Intelligence Briefings (DIBs)Energy & EnvironmentTransportation Automakers Set Aside Billions to Scale Up EV Charging Infrastructure Global automakers continue to ramp up production of electric vehicles (EVs). Billions of dollars continue to flow into EV research…McAlinden Research PartnersFebruary 7, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerPolitics & PolicyServices Sports Betting Handles Shatter Records in Key US States, Sportsbooks Remain on Path to Profitability Sports betting operators are set to rake in record revenue in 2022 as legalization spreads across the country. Over $1…McAlinden Research PartnersJanuary 27, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinanceTechnology Brazilian Fintech Startup Funding Surges on Open Banking Reform and Digital Accessibility VC funding surged in Latin America last year, led by Brazilian fintech startups. Brazil has seen a wave of investment…McAlinden Research PartnersJanuary 26, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy European Nuclear Power Investments on the Rise, EU Green Energy Taxonomy Could Boost Uranium From the UK to Hungary, investments in nuclear power infrastructure and research are on the rise. Following a letter from…McAlinden Research PartnersJanuary 25, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradePolitics & Policy Russia-Ukraine Tensions Put Global Food Trade at Risk, Mounting Headwinds Face Agriculture Industry Crop futures remain elevated due to ongoing drought and adverse weather predictions for 2022. Several new catalysts have arisen that…McAlinden Research PartnersJanuary 24, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerMarketsTechnology Video Game Sales Close Out Record Year, M&A Activity Heats Up With Microsoft-Activision Deal Video games put together another strong month of sales in December, nearly even with December 2021's total when video game sales…McAlinden Research PartnersJanuary 20, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMarketsMonetary Policy Banking Industry Breakout Stumbles on Weaker Earnings, Flatter Yield Curve US financial sector earnings are in full-swing, but several major banks have posted disappointing results for Q4 2021. Despite strong…McAlinden Research PartnersJanuary 19, 2022
★ Daily Intelligence Briefings (DIBs)Biotechnology & HealthcareServicesTechnology Digital Health Funding Shatters Annual Record, AI and Tech Wearables Key for Year Ahead Digital health continues to garner significant investor interest as startups across the industry raked in a record-breaking $29.1 billion last…McAlinden Research PartnersJanuary 18, 2022
⚑ Joe Mac's Viewpoints⦁ Theme TrackerⓁ Aerospace & DefenseMarketsMonetary Policy A Look Back at 2021: Reviewing Our List of Themes 2021 marked another successful year for MRP’s themes, as 16 of 21 themes we closed throughout the year outperformed the…McAlinden Research PartnersJanuary 13, 2022