⚑ Joe Mac's Viewpoints⦁ Theme TrackerMonetary PolicyPolitics & Policy Jay’s Jedi Mind Trick Despite being consistently wrong on inflation throughout all of 2021, Fed Chair Jerome Powell and other policymakers at the Fed…McAlinden Research PartnersJuly 30, 2021
★ Daily Intelligence Briefings (DIBs)MarketsPolitics & Policy Chinese Stocks Suffer Historic Sell-Off, Government Tightens Grip on Tech and Education Sectors Over the last week, Chinese stocks trading on US markets have posted historic losses amid new regulatory restrictions proposed by…McAlinden Research PartnersJuly 29, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Brazil’s Bad Weather Busts Coffee Crop, Could Signal Longer-Term Climate Concerns A severe drought, followed by a wave of cold temperatures and frost, has now wiped out millions of bags' worth…McAlinden Research PartnersJuly 28, 2021
★ Daily Intelligence Briefings (DIBs)Biotechnology & HealthcareMarkets AI Promises to Accelerate Drug Discovery, Streamline Biotech Breakthroughs AI is transforming industries across every sector of the economy. Biotech and pharma are now experiencing a boom in AI initiatives…McAlinden Research PartnersJuly 27, 2021
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Vehicle Sales Slump as Semiconductor Shortage Hampers Production, Pushes Price Tags Higher After a strong start to the year, auto sales have begun to slump. Two consecutive months of decline has pushed vehicle sales data…McAlinden Research PartnersJuly 26, 2021
★ Daily Intelligence Briefings (DIBs)Biotechnology & Healthcare Gene Editing May Terminate Virus Transmission, Combat Heart and Brain Disease With a Single Shot Promising developments in new gene editing trials continue to drive investor interest in the growing biotech sector. Potential advancements include the…McAlinden Research PartnersJuly 22, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesReal Estate & Construction Homebuilders Set to Bolster Profitability, Mortgage Rates Retrace Back to 5-Month Low Home sales have weakened over the last couple of months and the latest data show potential home buyers may be increasingly…McAlinden Research PartnersJuly 21, 2021
★ Daily Intelligence Briefings (DIBs)MarketsServices Altria and Philip Morris’s Diversification Strategies Decouple as Big Tobacco Faces Uncertain Future Big tobacco distributors Altria and Philip Morris are spending billions on smokeless alternatives to the cigarettes that have driven their…McAlinden Research PartnersJuly 20, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMarketsMonetary Policy US Banks Capitalize on Increased Dealmaking, New Limits on Financial Sector Consolidation Linger US Banks are setting up for another strong year as they continue to rake in impressive revenues, bolstered by an ongoing wave of…McAlinden Research PartnersJuly 19, 2021
★ Daily Intelligence Briefings (DIBs)Transportation Food Delivery Apps Diversify Services to Compensate for Restaurant and Dining Re-Openings Food delivery apps including DoorDash, UberEats and GrubHub raked in record revenues during the COVID-19 pandemic. Now, as restaurants reopen…McAlinden Research PartnersJuly 15, 2021