★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Australia LNG Workers a Week Away From Striking, but Brimming EU Storage Could Stifle Gas Price Gains Though one strike has already been authorized, with more likely to follow, talks between Australian unions and the owners of several…McAlinden Research PartnersAugust 23, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeEnergy & EnvironmentLabor, Education & Demographics Australian Strikes May Constrain LNG Shipments, But Europe’s Record Stockpiles Could Ease Energy Shocks Potential work stoppages at several natural gas shipping platforms in Australia could kick off this week, meaning shipments of liquified natural…McAlinden Research PartnersAugust 14, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary PolicyReal Estate & Construction Pummeling of European Commercial Property Markets May Worsen as Inflation Remains Entrenched Dealmaking and valuations in European commercial real estate (CRE) continue to weaken amid high interest rates and slowing growth. There seems…McAlinden Research PartnersJuly 11, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeTechnologyTransportation China Takes Top Spot Among Auto Exporters, EV Manufacturers May Help Boost Lead in Years to Come China is now the world's leading exporter of automobiles, surpassing Japan for the first time ever in Q1. Chinese auto manufacturers will…McAlinden Research PartnersJune 27, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Travel & LeisureTransportation European Airlines Enjoying Travel Industry Tailwinds Recent earnings reports from Ryanair and EasyJet have painted an optimistic picture for European airlines this summer. Those results coincide with…McAlinden Research PartnersMay 23, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Ukrainian Military Aid Exposes Europe’s Need to Unify its Discordant Defense Industry Over the past few days, Ukrainian President Zelenskyy secured new military assistance from several key European allies, including Germany, France,…McAlinden Research PartnersMay 16, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy All Reactors Now Offline in Germany as Falling Natural Gas Prices Could Dent European Nuclear Revival Despite multiple delays due to energy shortages last year, Germany has finally shut down all remaining nuclear power plants in…McAlinden Research PartnersApril 17, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Global Defense Budgets Continue Rising as Protraction of Russia-Ukraine Conflict Appears Inevitable US efforts to aid Ukraine's war effort have been boosted by another $2.6 billion in equipment and weaponry. The vast…McAlinden Research PartnersApril 5, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Central Banks Attempt to Implement Support Programs Without Sparking Panic, Parallels to Past Crisis Linger Recent measures taken by central banks and sovereign governments are beginning to seem familiar to the early stage actions taken to try…McAlinden Research PartnersMarch 20, 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