⚑ Joe Mac's ViewpointsEconomics & TradeManufacturing & Logistics Joe Mac’s Market Viewpoint: CAPEX Booms! A capital spending boom is underway in America and around the world, driven by changes in U.S. fiscal policy, rising…McAlinden Research PartnersJune 6, 2018
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarkets New MSCI EM Stocks Provide Exposure to 3 Major Transformational Changes Unfolding in China Roughly 230 Chinese A-share stocks were added to MSCI’s emerging markets index on Friday. A-shares are stocks of Chinese companies…McAlinden Research PartnersJune 4, 2018
★ Daily Intelligence Briefings (DIBs)Economics & TradePolitics & Policy Italian Contagion: So Far, It’s More About Fear Than Fundamentals This weekend, Italian president Sergio Mattarella vetoed Savona’s candidacy as finance minister on the basis that the choice would destabilize…McAlinden Research PartnersMay 30, 2018
★ Daily Intelligence Briefings (DIBs)Economics & Trade Countries: Saudi Arabia Defies Emerging Markets Blues Saudi Arabia has embarked on a radical transformation of its economy, politics, and even society under the helm of its…McAlinden Research PartnersMay 7, 2018
⚑ Joe Mac's ViewpointsEconomics & Trade Joe Mac’s Market Viewpoint: The Inflation Complication The Federal Reserve has said for years that it wants to get inflation in the U.S. back to 2% per…McAlinden Research PartnersMay 4, 2018
★ Daily Intelligence Briefings (DIBs)Economics & Trade India and ASEAN’s Rapidly Growing Economies Ally to Accelerate The long-lasting relationship between India and the Association of Southeast Asian Nations (ASEAN) has been beneficial to both nations. Between…McAlinden Research PartnersApril 24, 2018
★ Daily Intelligence Briefings (DIBs)Economics & TradePolitics & Policy Russia’s Economic Tailwind Hits a Bump. For Now. Russia’s status as the latest darling of emerging market investors has hit a bump. Russian stocks, bonds, and the ruble…McAlinden Research PartnersApril 11, 2018
⚑ Joe Mac's ViewpointsEconomics & TradeMarkets Joe Mac’s Market Viewpoint: The Gathering Storm Hurricane Irma was first born as a loose collection of clouds that gathered into a tropical storm off the African…McAlinden Research PartnersSeptember 29, 2017
⚑ Joe Mac's ViewpointsEconomics & Trade Joe Mac’s Market Viewpoint: Game-Changer Part II: Trumponomics Themes The early December Viewpoint outlined our shift from an environment of stagflation to one of growflation, inspired by the surprise…McAlinden Research PartnersDecember 23, 2016
⚑ Joe Mac's ViewpointsEconomics & Trade Joe Mac’s Market Viewpoint: Game-Changer Part I: Trump Win Means Growflation The surprise outcome of the 2016 U.S. presidential election has led to widespread speculation about its effect on the global…McAlinden Research PartnersDecember 2, 2016