★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefensePolitics & PolicyTechnology Space Force Budget Boost Likely to Secure More Contracts for Satellite Manufacturers Later today, President Biden will propose a federal budget allocation for the fiscal year 2024. Among other line items, the Space…McAlinden Research PartnersMarch 9, 2023
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnology TikTok May Soon Face US Reckoning, Revitalizing Beaten Down Tech and Social Media Competitors TikTok, the most widely used and downloaded app around the world, may soon be facing a ban in the United…McAlinden Research PartnersMarch 8, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Oil Markets Struggle for Direction Amid Chinese Demand Disappointment and American Drilling Slowdown Mixed signals in energy markets have struggled to give any clear direction to oil prices so far this year. While…McAlinden Research PartnersMarch 6, 2023
⚑ Joe Mac's ViewpointsEconomics & TradeManufacturing & LogisticsMarketsMonetary Policy A Tough and Tighter Year Ahead An equities rally at the start of the year hit a brick wall in February. That was largely due to…McAlinden Research PartnersMarch 3, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeManufacturing & LogisticsMarketsMonetary Policy Chinese Economic Data Surges into Annual Congress, Potentially Impacting Forthcoming Growth Target Several key data points appear to indicate China's economic recovery, following an extended bout of COVID-induced lockdowns, has taken hold.…McAlinden Research PartnersMarch 2, 2023
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTechnology Generative AI Creates Growth Opportunities for Chip Startups and GPU Laggards in Nvidia-Dominated Market With generative AI becoming tech's latest breakout trend, the biggest brands in social media and search engines are racing to…McAlinden Research PartnersMarch 1, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Aerospace & DefensePolitics & Policy Russia Ramps Up China Relations as US Focuses on Shoring Up Pacific Allies As relations between Russia and most of the western world have been irreparably severed over the last year, Moscow's economic cooperation and…McAlinden Research PartnersFebruary 28, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ PharmaceuticalsMarkets Potential Pfizer-Seagen Tie Up Could Mark Largest Deal in Years, Continue to Propel Biopharma M&A Trend A potential acquisition of Seagen by Pfizer, likely in the neighborhood of $40.0 billion, would be the biggest biopharma deal…McAlinden Research PartnersFebruary 27, 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)⦁ Theme TrackerTransportation Travel Demand Set to Continue Ticking Up Through 2023 Travel stocks are experiencing a strong start to the year, and a spate of healthy earnings calls may push many…McAlinden Research PartnersFebruary 16, 2023