★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Boeing’s MAX 9 Grounding Busts Previous Momentum, Raises More Questions About Other 737 Variants Boeing shares were rocked this morning by yet another component malfunction aboard a 737 MAX jet, which caused a panel…McAlinden Research PartnersJanuary 8, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeTransportation Asia’s Tourism Rebound Will Boost the Global Travel Industry, Aviation, and Emerging Markets Travel restrictions are being eased across Asia as plans for new hotel construction on the continent reach all-time highs. With…McAlinden Research PartnersFebruary 15, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerServicesTransportation Travel and Leisure Industries Finally on Track for A Real Comeback in the Year Ahead Airlines, cruise operators, and hotels are preparing for a solidifying of stronger demand through the holiday season and into 2022.…McAlinden Research PartnersSeptember 29, 2021
★ Daily Intelligence Briefings (DIBs)Transportation Leisure Demand Props Up Airline Earnings, Labor Shortage and Delta Variant Signal Turbulence Ahead The resurgence of leisure travel has been a significant tailwind for the airline industry’s rebound. Strengthening demand forecasts helped the industry deliver…McAlinden Research PartnersAugust 2, 2021
★ Daily Intelligence Briefings (DIBs)ServicesTransportation Airline Stocks Are Soaring Again, but Headwinds Promise Scattered Turbulence Shares in the airline industry jumped out to a strong start through the first quarter of 2021, but closer inspection paints…McAlinden Research PartnersApril 6, 2021
★ Daily Intelligence Briefings (DIBs)ServicesTransportation Cruise Line Industry Sees Green Shoots The cruise industry has mostly been on pause since March 2020, but green shoots are finally appearing. Europe and Asia…McAlinden Research PartnersOctober 12, 2020
★ Daily Intelligence Briefings (DIBs)Transportation Airlines and Their Stocks Finally Take Off Airline stocks are finally taking off and have recouped most of the losses they sustained after Warren Buffet’s announcement that…McAlinden Research PartnersMay 28, 2020
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Aerospace Manufacturers are Still in Meltdown Mode with No End in Sight The collapse of global air traffic and ultra-low crude prices should continue to crush aerospace manufacturers Boeing and Airbus for…McAlinden Research PartnersMay 20, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTransportation Coronavirus Continues to Crush Airlines and Aviation, 737 MAX Troubles Linger On The Coronavirus outbreak has absolutely demolished air traffic, and airline stocks with it, over the past month. Nearly every airline…McAlinden Research PartnersMarch 18, 2020