★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeManufacturing & Logistics Copper Climbs to New Highs With Supply Still Strained Copper Prices hit a multi-year high this week on the back of breakout demand from China, partially related to a…McAlinden Research PartnersSeptember 2, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeMonetary Policy Money Matters: Inflation, MMT, and Other Stimulus Spin-Offs – Joe Mac’s Market Viewpoint As we move toward the end of the third quarter, there are more and more green shoots starting to pop…McAlinden Research PartnersAugust 31, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeFinance 3 Investment Implications of China’s Historic 2020 Floods Heaving flooding along the Yangtze River has submerged huge swathes of southern China this summer. It has disrupted life and…McAlinden Research PartnersAugust 31, 2020
★ Daily Intelligence Briefings (DIBs)Economics & Trade Argentina’s Spectacular Equity Rally Boldly Defies Economic Fundamentals There appears to be a disconnect between Argentina’s economic reality and its equity market. The spectacular 50% rally of the…McAlinden Research PartnersAugust 3, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareEconomics & Trade MRP Initiates a Long Emerging Markets Healthcare Theme The rate at which new coronavirus infections are surging across Latin America, South Asia, and Africa suggests that emerging markets…McAlinden Research PartnersJuly 20, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & Trade MRP is Reaffirming its Short India Theme Because of COVID-19, India’s economy will contract this year for the first time since 1979. Measures to contain the pandemic,…McAlinden Research PartnersJune 29, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradePolitics & Policy What Hong Kong’s New Inflection Point Means for Investors When China announced it would impose new national-security laws on Hong Kong, the international community interpreted the move as signaling…McAlinden Research PartnersJune 1, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary PolicyPolitics & Policy The V-Recovery and Beyond In the months since the COVID-19 crash began, stock prices have been on a wild ride in anticipation of a…McAlinden Research PartnersMay 29, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinance Chinese Banks Rack up More Bad Loans Amid COVID Crash Non-performing loans at many mid-tier Chinese banks continue to rise in 2020. The deterioration of loan books across the country’s…McAlinden Research PartnersMay 6, 2020
⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesEconomics & TradeMonetary Policy Helicopter Money In the two months since COVID-19 has begun to make a significant impact on the American mainland, fiscal and monetary…McAlinden Research PartnersApril 30, 2020