★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ BitcoinMonetary Policy Gold and Bitcoin Break Out, Greenback Stagnant on Rising Expectations for Earlier Rate Cuts Gold futures broke out to an all-time high on Sunday evening, coinciding with a 20-month high in the unit price…McAlinden Research PartnersDecember 4, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesMarkets Margin Pressure on Meat Processors’ Beef Business Could Finally Begin to Break Earnings from Tyson Foods and JBS show each company's beef business suffering from thinning margins. These cost pressures, induced by…McAlinden Research PartnersNovember 14, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Rallying Crude Prices Push Drillers Toward Boom in Upstream Spend, But US Risks Being Left Out New oil and gas projects are being given the go-ahead around the world in the wake of rapidly-rising energy prices.…McAlinden Research PartnersSeptember 27, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ WheatPolitics & Policy Bombardments Keep Tight Bottleneck on Ukrainian Grain, Russian Bumper Harvest Suppresses Prices Another barrage of Russian missiles slammed the Port of Odesa overnight, further complicating Ukraine's attempts to continue shipping its grain exports through…McAlinden Research PartnersSeptember 25, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ BitcoinMarketsPolitics & Policy SEC Suffers Another Digital Asset Defeat in Court, Paving the Way for Reconsideration of Bitcoin ETF Applications A favorable decision from the DC Circuit Court of Appeals helped Grayscale Investments hand the SEC its second defeat in court in as…McAlinden Research PartnersAugust 30, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ WheatPolitics & Policy Russia Shifts Missile Strikes Toward Ukraine’s River Ports, Cutting Off Back Door for Black Sea Grain Ships Russia resumed their targeting of key Ukrainian shipping infrastructure this morning, slamming the river port of Izmail with missile and drone…McAlinden Research PartnersAugust 2, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ WheatPolitics & Policy Black Sea Grain Shipments Grind to a Halt as Missiles Slam Key Ukrainian Port, Wheat and Corn Prices Gain The expiration of the Black Sea Grain Initiative has been followed by a two-day missile bombardment of Odesa, home to…McAlinden Research PartnersJuly 19, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesFinanceMarkets BlackRock Boosts Bitcoin Amid ETF Bonanza, But Coinbase Partnership May Prove Problematic Bitcoin reached a new 52-week high this morning after BlackRock CEO Larry Fink said that it was "digitizing gold", thereby…McAlinden Research PartnersJuly 6, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Near-Record Cattle Prices Sustained by Drought Conditions, May Indicate Continued Culling Ahead US beef futures recently touched a record high, alongside US consumer prices for products like ground beef. The US cattle…McAlinden Research PartnersJune 20, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesReal Estate & Construction Lumber Prices Tumble to Three-Year Low as Futures Market Transformation Finalizes Lumber futures tumbled to a new multi-year low last week, as residential construction continues to lag activity in previous years.…McAlinden Research PartnersMay 15, 2023