★ Daily Intelligence Briefings (DIBs)Economics & Trade Argentina Debt Default Not Fully Priced into Equity Market Ever since a 2018 currency crisis forced Argentina to seek out a $57 billion bailout from the International Monetary Fund,…McAlinden Research PartnersApril 23, 2020
⚑ Joe Mac's Viewpoints⦁ Theme TrackerEconomics & TradeMarkets The Coronavirus Crash: Reviewing Our List of Themes Summary: A series of individual reviews for each active MRP theme, specifically addressing the effects of COVID-19 on each of…McAlinden Research PartnersMarch 31, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeMarkets Indian Stocks Have Farther to Fall Once Coronavirus Testing Really Begins As of March 18, India has reported fewer than 160 coronavirus infections, which is a surprisingly low number for a…McAlinden Research PartnersMarch 19, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & Trade Safe Haven Surge Has Only Just Begun for Silver and Silver Miners Amid the precious metals rally that was set off by the rapid spread of Coronavirus and uncertainty around the ability…McAlinden Research PartnersFebruary 25, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradeEnergy & Environment 4 Reasons Middle East Stocks Will Underperform in 2020 2020 is shaping up to be a challenging year for the Gulf states. Oil demand is set to contract this…McAlinden Research PartnersFebruary 24, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeMonetary Policy 2020’s Emerging Market Opportunity The weakening US Dollar will be a boon for Emerging Markets in 2020, a sector which has long underperformed the…McAlinden Research PartnersJanuary 31, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradePolitics & Policy It’s Back to Rally-Mode for Taiwanese Equities Taiwan’s president Tsai Ing-wen just got re-elected in a historic vote that also helped her party retain its majority in…McAlinden Research PartnersJanuary 13, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeMarkets Long Emerging Market Equities as a New MRP Theme? A confluence of factors has us thinking that the US dollar could weaken this year. That is, of course, if…McAlinden Research PartnersJanuary 6, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Emergence of Divergence Over the course of the last few months, Treasury yields have begun bouncing back from their Summer lows, pushing down…McAlinden Research PartnersNovember 27, 2019
⚑ Joe Mac's ViewpointsEconomics & TradeMonetary PolicyPolitics & Policy Receding Recession Fears Recession fears still abound, but have certainly eased over the last month as GDP growth has not slowed as much…McAlinden Research PartnersOctober 31, 2019