★ Daily Intelligence Briefings (DIBs)MarketsMonetary PolicyPolitics & Policy Outlook on US Debt Now Negative at Moody’s, Government Shutdown Could Carry Yield Implications Moody's now maintains a "negative" outlook on US sovereign debt, compounding a credit rating downgrade from Fitch Ratings in August,…McAlinden Research PartnersNovember 13, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefensePolitics & Policy US Doles Out New Defense Aid to Israel and Ukraine, but Further Allocations Still Held up in Congress Nearly $750 million in combined support for Israel and Ukraine's respective war efforts has been allotted by the US throughout…McAlinden Research PartnersNovember 7, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ Aerospace & DefensePolitics & Policy Israel Begins Phase Two of War on Hamas as Dozens of Missiles Target Nearby US Military Bases The Israeli Defense Forces (IDF) have initiated the second phase of their military operation in Gaza, defying warnings from Iranian-backed…McAlinden Research PartnersOctober 31, 2023
★ Daily Intelligence Briefings (DIBs)FinancePolitics & Policy US TIC Data Shows Foreign Official Treasury Holders are Cutting Exposure, Potentially Pushing up Yields Though total foreign holdings of US Treasuries have risen throughout the past several months, the latest Treasury International Capital (TIC)…McAlinden Research PartnersOctober 19, 2023
★ 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)Politics & PolicyTechnology American Chipmakers Will Have to Weather Collateral Damage From US’s Escalating Tech War with China The US is preparing new restrictions on the sale of semiconductors and semiconductor manufacturing equipment to Chinese firms, compounding rigid trade…McAlinden Research PartnersSeptember 16, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefensePolitics & Policy Defense Stocks in Focus as China Boosts War Games and Air Incursions, US Expands its Pacific Partnerships China has continued ramping up its aggression toward Taiwan in recent months, launching relentless waves of aircraft incursions into the…McAlinden Research PartnersSeptember 28, 2021
⚑ 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)⦁ 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)⦁ Theme TrackerPolitics & PolicyServices Cannabis Industry Eyes Improving Odds for Major Reform at State and Federal Levels Cannabis revenues have soared into 2021 and several key US states are now in the process of legalizing recreational pot sales. In total, 17…McAlinden Research PartnersApril 12, 2021