⚑ 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
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & Trade US Agricultural Futures Staging a Comeback on Harvest Woes, Chinese Protein Shortage A painful planting season has turned to harvesting season for US farmers, but shortfalls continue to persist. The USDA has…McAlinden Research PartnersOctober 16, 2019
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary PolicyPolitics & Policy Verbal Intervention As we wrote last month, the sustained strength of the Dollar has become a serious impediment to US trade and…McAlinden Research PartnersSeptember 30, 2019
★ Daily Intelligence Briefings (DIBs)Economics & TradePolitics & Policy Turkey and Saudi Arabia Have Suddenly Switched Places on Investors’ Preference List Last year, Saudi stocks were flying high and investors were scrambling out of Turkish stocks. The two have switched places…McAlinden Research PartnersSeptember 30, 2019
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsPolitics & Policy As Hong Kong Stocks & FX Struggle, Taiwan is Thriving Thirteen weeks of unrest have begun to take on Hong Kong’s economy and markets. Local share prices are sinking, the…McAlinden Research PartnersSeptember 3, 2019
⚑ Joe Mac's ViewpointsEconomics & TradeFinanceMonetary PolicyPolitics & Policy The Booming Buck The Dollar has continued its powerful run-up throughout 2019, even in the face of possible rate cuts and rising US…McAlinden Research PartnersAugust 30, 2019
★ Daily Intelligence Briefings (DIBs)Economics & Trade We’re Reaffirming MRP’s Long Vietnam Theme Long time efforts by the Vietnamese government to position the nation as a direct competitor to China are finally paying…McAlinden Research PartnersAugust 29, 2019
★ Daily Intelligence Briefings (DIBs)Economics & Trade How to Capitalize on the Trade War Stand Off The base case for a protracted trade war has gotten stronger this summer, setting the stage for a longer-term structural…McAlinden Research PartnersAugust 8, 2019
★ Daily Intelligence Briefings (DIBs)Economics & Trade Yuan Slide Could Kick up Currency War as World Awaits Trump Retaliation Stocks slid just over 3% on Monday, marking the S&P 500’s worst day of 2019, on news that China had…McAlinden Research PartnersAugust 6, 2019
★ Daily Intelligence Briefings (DIBs)Economics & Trade Why Investors are Showing Love to Brazil and Rebuffing Mexico (Part II) Mexico’s president no doubt drew a sigh of vindicated relief when yesterday’s release of second quarter 2019 GDP numbers showed…McAlinden Research PartnersAugust 1, 2019