⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesEconomics & TradeMarketsMonetary Policy Inflation & Valuation Traditionally, multiples like price to earnings ratios (P/Es) run inverse to inflation data. That balance has been completely upended over…McAlinden Research PartnersSeptember 2, 2021
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsServices Online Retail Sales Growth Slows in Q2, But Significant eCommerce Tailwinds Remain Online retail giants Amazon and Walmart recently reported slower ecommerce sales growth as vaccination rates rose and consumers felt more…McAlinden Research PartnersAugust 26, 2021
★ Daily Intelligence Briefings (DIBs)Economics & TradeManufacturing & LogisticsTransportation Skyrocketing Rates Bolster Shipping Industry’s Profits, Port Disruptions Extend Shortages and Delays Global shipping companies are reporting record-breaking profits as supply chain disruptions continue to elevate shipping rates around the world. The…McAlinden Research PartnersAugust 23, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeFinancePolitics & PolicyTechnology Bitcoin’s Breakthroughs in Latin America and a Miner Exodus From China Create New Blockchain Opportunities Crypto asset prices have plummeted through May and June, but that has not halted overall adoption. In fact, one of the…McAlinden Research PartnersJune 23, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeMarketsMonetary Policy As The Dollar Downtrend Drags on, Precious Metals are Primed to Gain Rising inflation, as well as disappointing job growth data, continues to weigh on the US Dollar. While the Biden administration and…McAlinden Research PartnersJune 8, 2021
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMarketsMonetary Policy When Jay Blinks Despite virtually all measures of inflation showing signs of a continued surge higher, and most of the latest data surpassing…McAlinden Research PartnersMay 28, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeMarkets UK Equities Expected to Continue Their Rebound as Brexit Fears Subside and Vaccinations Surge After a long period of uncertainty surrounding Brexit and the more recent COVID-19 pandemic, it appears the United Kingdom is finally poised…McAlinden Research PartnersMay 17, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeManufacturing & LogisticsPolitics & Policy Infrastructure Update: Physical Projects Likely to Pass, Boosting Commodities and Industrials Amid negotiations around the Biden administration's proposals for $2.3 trillion in infrastructure spending, a piecemeal approach appears to be more…McAlinden Research PartnersMay 12, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeManufacturing & LogisticsTransportation Dry Bulk Shipping Rates Rising Fast on Chinese Commodity Imports, Continually Shrinking Order Book Dry bulk shipping rates have surged to decade highs in recent weeks, following significant shipments of iron ore, met coal, soybeans,…McAlinden Research PartnersMay 5, 2021
⚑ Joe Mac's Viewpoints⦁ Theme TrackerEconomics & TradeMarketsMonetary Policy How High is “Up”? While the Fed continues to hold short-term rates steady near zero, long-term rates on US Treasuries have surged through the…McAlinden Research PartnersApril 30, 2021