★ 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
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerMarketsServices Sports Betting Looks to a Summertime Bounce From the Olympics, Autumn Kickoff in Arizona US sports betting is easing into the cooler summer period that precedes the return of NFL football. However, July and…McAlinden Research PartnersJuly 13, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesServices Grilling Season Fires up Plant-Based Food Sales, Dairy Alternatives Accelerate Adoption Demand for plant-based alternatives is heating up this grilling season, as a recent report found that 78% of Americans planned…McAlinden Research PartnersJuly 12, 2021
★ Daily Intelligence Briefings (DIBs)Biotechnology & HealthcareServicesTechnology Digital Health Spend Set to Shatter Records as Big Tech Takes Notice, Accelerates M&A Activity Investment in the digital health sector continues to see strong growth in 2021, as funding in the first half of…McAlinden Research PartnersJuly 8, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTechnology Latest Ransomware Attack Likely to Compound Rising Cybersecurity Spend, Boost Revenue for Providers The latest ransomware hack making headlines across the world may be the largest of all-time, affecting up to 1,500 companies.…McAlinden Research PartnersJuly 7, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Battery Metals Bounce Higher as Producers Make a Push for New Mining and Processing Tech Battery metals are forecast to remain in short supply for years to come as the transition to green energy adds…McAlinden Research PartnersJuly 6, 2021
⚑ Joe Mac's Viewpoints⦁ Theme TrackerⓁ Aerospace & DefenseMarkets The Halfway Point: Reviewing Our List of Themes Coinciding with the close of Q2 2021, this month’s Viewpoint offers a quick look at the state of the markets,…McAlinden Research PartnersJune 30, 2021