★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy US Deployment of M1 Abrams Marks a New Milestone in Ukraine, Security Assistance to Surpass $27 Billion President Biden has announced the US will provide the Ukrainian military with M1 Abrams tanks, a reversal of Washington's long-standing…McAlinden Research PartnersJanuary 26, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy New Russian Offensive In Southern Ukraine Could Signal a Coming Resurgence for Slumping Wheat Prices Wheat futures have fallen back to prices last seen prior to Russia's invasion of Ukraine, but a new offensive in…McAlinden Research PartnersJanuary 23, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinanceMonetary Policy As USD Continues to Crack, China and Others Wage War on Dollar Dominance in Global Trade A weakening Dollar throughout the second half of 2022, and into the new year, has coincided with a ramping up…McAlinden Research PartnersJanuary 18, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy US Military Aid to Ukraine Continues Bolstering Defense Contractors as Funds will Flow for “As Long as it Takes” Ukrainian President Zelensky's first international trip since Russia's invasion of his country was to the US, culminating in an address…McAlinden Research PartnersDecember 22, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Defense Backlogs Building as Demand for US Arms Overflows, Ukraine Assistance Closing in on $20 Billion The US's continued support for Ukraine since the start of Russia's invasion last February is approaching $20 billion and has…McAlinden Research PartnersNovember 30, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentPolitics & Policy EU Price Cap on Russian Oil Unlikely to Meaningfully Impact Price, Will Probably Include Exemptions Ongoing talks surrounding a proposed EU "price cap" on Russian oil have stalled but will have to conclude before the Union's…McAlinden Research PartnersNovember 28, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesPolitics & Policy Uranium Prices May be in Peril as Renewed Shelling Rocks Europe’s Largest Nuclear Power Plant Ukraine's Zaporizhzhia Nuclear Power Plant has remained right on the front line of the Russian invasion since February of last year…McAlinden Research PartnersNovember 22, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Russia Likely to Renew Black Sea Shipping Deal with Ukraine, But Potential for Wintertime Escalation Looms After several weeks of negotiations, it appears Russia will agree to an extension of their deal with Ukraine, Turkey, and…McAlinden Research PartnersNovember 15, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ GoldMonetary Policy Central Banks Embark on a Gold Buying Spree as Instability Threatens to Spark a Rally Though gold has skidded into its worst losing streak in more than 150 years, central bank buying has accelerated to…McAlinden Research PartnersNovember 2, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Defense Sector Earnings, Developments in Ukraine Detail Significant Upside for Weapons and Equipment Sales Q3 earnings figures in the US aerospace and defense industry were broadly positive, pushing up valuations across the sector throughout…McAlinden Research PartnersOctober 31, 2022