⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMarketsMonetary Policy The “Real” Rate Story Rising nominal rates are clearly putting pressure on economic growth in the US. The Fed has become more aggressive as…McAlinden Research PartnersOctober 4, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Oil Prices Bounce as OPEC+ Plans Production Cuts and Asserts Energy Market Dominance Energy stocks posted their best day in two years yesterday, emerging from a September slump. That was largely a reaction…McAlinden Research PartnersOctober 4, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Escalating Warfare Wrecks Ukraine’s Grain Harvest and Undermines Russian Exports Crop futures are back on the rise, particularly among key grains like corn and wheat. While drought conditions in several major…McAlinden Research PartnersOctober 3, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ Gene EditingMarkets CRISPR Tech Closes in on First FDA Approval, New Treatment Methods Continue to Emerge The US's first marketed CRISPR drug may be set to make its debut in a year or less, following CRISPR…McAlinden Research PartnersSeptember 29, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Potential Nord Stream Sabotage Strikes Latest Blow in Global Struggle for Energy Supplies Seismologists and security officials have indicated that severe leaks in both Nord Stream pipelines were caused by explosions, likely constituting…McAlinden Research PartnersSeptember 28, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsMonetary PolicyPolitics & Policy UK’s Pound Sterling Slammed by Stagflationary Prospects, Loss of Confidence in Policymakers The UK's Pound Sterling (GBP) plummeted yesterday, recording one of its worst days of trading across the past three decades. Moreover,…McAlinden Research PartnersSeptember 27, 2022
★ Daily Intelligence Briefings (DIBs)Energy & EnvironmentPolitics & Policy White House Renewables Focus Turns to Floating Wind Turbines, UK Relaxing Onshore Wind Regulations Solar and wind have dominated new energy capacity added to the US grid over the past couple of years. However,…McAlinden Research PartnersSeptember 26, 2022
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Booming Credit Growth Could Bolster US Banks, but Risks are Also on the Rise Unsurprisingly, bank profits headed lower in Q2 of this year, largely due to banks preparing provisions for future losses. Deposits…McAlinden Research PartnersSeptember 22, 2022
★ Daily Intelligence Briefings (DIBs)Monetary PolicyReal Estate & Construction Real Estate and Homebuilder Businesses Routed by Higher Rates May Face a Tough Road Ahead Home prices are beginning to slump across the US, suggesting an ongoing downturn in shares of homebuilders and other real…McAlinden Research PartnersSeptember 21, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Aerospace & DefensePolitics & Policy Defense Firms Set to Earn Billions of Dollars in New Contracts Amid Militarization of Eastern Europe Military spending and US foreign aid is tilting heavily toward the EU and NATO's borderlands in the eastern part of the European…McAlinden Research PartnersSeptember 20, 2022