★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Time to Put on That Agricultural Commodities vs Packaged Foods Pair Trade The new US-China trade agreement calls for China to buy $40-$50 billion worth of US agricultural commodities annually for two…McAlinden Research PartnersJanuary 16, 2020
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnology Winners & Losers of the Huawei ZTE Bans – Part II The US is now employing a two-pronged strategy in its war against Chinese telecom giants Huawei and ZTE. This approach…McAlinden Research PartnersDecember 5, 2019
★ Daily Intelligence Briefings (DIBs)Economics & Trade How to Capitalize on the Trade War Stand Off The base case for a protracted trade war has gotten stronger this summer, setting the stage for a longer-term structural…McAlinden Research PartnersAugust 8, 2019
★ Daily Intelligence Briefings (DIBs)Economics & TradeServices New Tariffs May Thrash Retail Earnings $300 billion in new tariffs are now expected to hit the retail sector hard in the coming months. Previously, retail…McAlinden Research PartnersMay 15, 2019
★ Daily Intelligence Briefings (DIBs)CommoditiesTechnology 3 Beneficiaries of a Potential China/US Trade Deal An end to a disruptive trade conflict between the world’s top two economic powerhouses may be nearing. Soybeans, Hogs and…McAlinden Research PartnersMay 6, 2019
★ Daily Intelligence Briefings (DIBs)Economics & Trade Trade War Shifts Supply Chains, Leaving ASEAN at the Epicenter of Asian Production Companies that will be adversely affected by the US-China trade war have begun plotting out plans to avoid the blast…McAlinden Research PartnersSeptember 26, 2018
★ Daily Intelligence Briefings (DIBs)Economics & Trade ASEAN is China’s Back Door Market in Fight Against American Tariffs The Association of Southeast Asian Nations (ASEAN) has been positioning itself for an economic renaissance and strengthened ties with China.…McAlinden Research PartnersJuly 31, 2018
★ Daily Intelligence Briefings (DIBs)Economics & Trade US-China Trade War Could Induce Inflation Ramifications The Trump administration announced Tuesday that it is prepared to impose 10% tariffs on $200 billion of Chinese-made products, ranging…McAlinden Research PartnersJuly 12, 2018
★ Daily Intelligence Briefings (DIBs)Technology Federal Intervention Secures the Domestic Market for US Telecoms The development of 5G technologies has long transcended competition between companies and evolved into an international arms race. China has…McAlinden Research PartnersApril 19, 2018
★ Daily Intelligence Briefings (DIBs)Commodities Trade War Disruption Threatens Already Vulnerable Soybean Producers & Supply Chain Last week, China announced that it would slap 25% tariffs on 106 American products including soybeans, deemed by some to…McAlinden Research PartnersApril 9, 2018