★ Daily Intelligence Briefings (DIBs)Economics & TradePolitics & PolicyTransportation Pressure on China’s US and European Trade Could Entrench Ongoing Decline in Export Volumes China's exports declined by more than -4% in 2023, and the country's exporters are facing pressure on their European and…McAlinden Research PartnersFebruary 8, 2024
★ Daily Intelligence Briefings (DIBs)Economics & TradeReal Estate & Construction China Descends Into Deflation as Exports Crumble and New Home Sales Tumble Recent Chinese data releases have painted a worrying picture for the world's leading manufacturing economy, as PMIs, trade flows, and…McAlinden Research PartnersAugust 9, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Global Defense Spending Continues to Ratchet Up as Russo-Ukrainian War Nears One Year Mark Almost one year on from Russia's formal invasion of Ukraine, all sides seem committed to staying the course and fighting…McAlinden Research PartnersFebruary 21, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Refiner Margins Rise to New Highs, but Threat of Gov’t Action on Export Curbs Keeps a Lid on Stock Prices Refinery Margins are surging, but that is doing little to help the performance of their stock prices. A worsening shortage…McAlinden Research PartnersOctober 17, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Coronavirus Curbs International Meat Shipments, but Chinese Import Surge Will Resume China’s meat imports have surged since African Swine Fever decimated their pork supply last year. The effects of the fever,…McAlinden Research PartnersFebruary 19, 2020