★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Debt-Laden Shale Shutdowns Setting Up Longer-Term Supply Shortage Oil output from US shale fields will continue to decline in August, despite several shale bosses noting that they plan…McAlinden Research PartnersJuly 21, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareEconomics & Trade MRP Initiates a Long Emerging Markets Healthcare Theme The rate at which new coronavirus infections are surging across Latin America, South Asia, and Africa suggests that emerging markets…McAlinden Research PartnersJuly 20, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Copper May Be Entering a Golden Moment The coronavirus has disrupted copper mines and delayed new builds, throttling current and future supply. Meanwhile, demand is bouncing back…McAlinden Research PartnersJuly 16, 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)FinancePolitics & Policy Insurers & US Government Eye Pandemic Insurance Partnership The insurance industry has long argued that pandemics are uninsurable because of the difficulty of diversifying the risk away. Now…McAlinden Research PartnersJuly 13, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerMarketsServicesTechnology Clicks vs Bricks Divergence Solidifies Worldwide Post-Lockdowns When MRP added Long Clicks vs Bricks to its list of themes in April, our rationale was that COVID-19 would…McAlinden Research PartnersJuly 6, 2020
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Auto Sales Enter Recovery Mode, but Some Segments Will be Better off than Others Summary: Auto sales continue to suffer from COVID-19, but sales declines are expected to have eased a bit more in…McAlinden Research PartnersJuly 1, 2020
★ Daily Intelligence Briefings (DIBs)MarketsServices Gamblers Flooded Brokerages amid COVID Lockdown, Just in Time for a Brand New Sports Betting ETF Beginning in March, many wondered how the rapidly growing online sports betting space would sustain itself in the aftermath of…McAlinden Research PartnersJune 30, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & Trade MRP is Reaffirming its Short India Theme Because of COVID-19, India’s economy will contract this year for the first time since 1979. Measures to contain the pandemic,…McAlinden Research PartnersJune 29, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Why Carbon Prices are Rising and How to Invest New legislation introduced to congress this month would make it possible for the U.S. agriculture industry to sell carbon credits…McAlinden Research PartnersJune 25, 2020