⚑ 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
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Joe Mac’s Market Viewpoint: The Buck Stopped There Well, finally we’ve reached the day when we learn who will be the next president of the United States. Hopefully.…McAlinden Research PartnersNovember 8, 2016
⚑ Joe Mac's ViewpointsEconomics & TradeFinanceMarkets Joe Mac’s Market Viewpoint: Running Hot: Time for TIPS, Gold, Energy, EM & Value Janet Yellen got investors’ attention recently. Speaking at a conference in Boston, the Federal Reserve Chair described the potential benefits…McAlinden Research PartnersOctober 26, 2016
⚑ Joe Mac's ViewpointsEconomics & TradeMarkets Joe Mac’s Market Viewpoint: Welcome Back Stagflation Back in the 60s and 70s, when many of today’s traders and portfolio managers weren’t even born yet, the U.S.…McAlinden Research PartnersJune 9, 2016
⚑ Joe Mac's ViewpointsEconomics & TradeMarkets Joe Mac’s Market Viewpoint: Faulty Barometer A cacophony of recession chatter is filling the airwaves. Some experts are already declaring we are in one while others…McAlinden Research PartnersFebruary 29, 2016
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeEnergy & EnvironmentMarketsReal Estate & Construction Joe Mac’s Market Viewpoint: Déjà Vu All Over Again Here we go again. The headlines are bleating that the global economy is tipping into recession. This time around, the…McAlinden Research PartnersJanuary 30, 2016