Economics & Trade

⚑ Joe Mac's Viewpoints Economics & Trade Markets Monetary Policy

Joe Mac’s Market Viewpoint: Spiking the Punch Bowl

Prior to the Indian general election last month, many began casting doubt over the ability of PM Narendra Modi to…

McAlinden Research PartnersJuly 26, 2019

↺ Theme Adjustments Economics & Trade

Theme Suspension: Long India

MRP added Long India to our list of themes on June 7, 2019, following the sweeping victory of Narendra Modi’s…

McAlinden Research PartnersJuly 25, 2019

↺ Theme Adjustments ★ Daily Intelligence Briefings (DIBs)Economics & Trade

5 Reasons Why MRP is Adding Long Vietnam to its List of Themes

A surge in manufacturing and private investments have helped Vietnam’s economy grow along with its ASEAN peers. Once you factor…

McAlinden Research PartnersJune 3, 2019

★ Daily Intelligence Briefings (DIBs)Economics & Trade Services

New Tariffs May Thrash Retail Earnings

$300 billion in new tariffs are now expected to hit the retail sector hard in the coming months. Previously, retail…

McAlinden Research PartnersMay 15, 2019

⚑ Joe Mac's Viewpoints Economics & Trade Markets Monetary Policy

Joe Mac’s Market Viewpoint: After the Inflation Intermission

A month into the new year, things seem a bit more upbeat than they did at the close of 2018…

McAlinden Research PartnersFebruary 28, 2019

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Economics & Trade

Structural Imbalances Put Canadian Banks at Risk for the First Time in Decades

While Canadian banks escaped the 2008/2009 financial meltdown relatively unscathed, their moment of reckoning may be approaching. Canada’s economy is…

McAlinden Research PartnersFebruary 19, 2019

⚑ Joe Mac's Viewpoints Economics & Trade Markets Monetary Policy

Joe Mac’s Market Viewpoint: Patience, Patience

A month into the new year, things seem a bit more upbeat than they did at the close of 2018…

McAlinden Research PartnersJanuary 31, 2019

★ Daily Intelligence Briefings (DIBs)Economics & Trade

2019 Could Be Pivotal for Brazil; Markets are Already Off to a Strong Start

Brazilian markets are off to a strong start in 2019. Optimism that a new market-friendly government and supportive fundamental backdrop…

McAlinden Research PartnersJanuary 31, 2019

★ Daily Intelligence Briefings (DIBs)Economics & Trade

Venezuela’s Competing Presidents Upend Status Quo, Causing Markets to Move

Analysts have long predicted the collapse of the Maduro government, only to be proven wrong time and time again. Now,…

McAlinden Research PartnersJanuary 24, 2019

⚑ Joe Mac's Viewpoints Economics & Trade Markets

Joe Mac’s Market Viewpoint: The Right-Half-the-Time Barometer

Many equity markets around the globe have slipped into correction, or even bearish territory, and the widespread declines have re-ignited…

McAlinden Research PartnersDecember 22, 2018

Joe Mac’s Market Viewpoint: Spiking the Punch Bowl

Theme Suspension: Long India

5 Reasons Why MRP is Adding Long Vietnam to its List of Themes

New Tariffs May Thrash Retail Earnings

Joe Mac’s Market Viewpoint: After the Inflation Intermission

Structural Imbalances Put Canadian Banks at Risk for the First Time in Decades

Joe Mac’s Market Viewpoint: Patience, Patience

2019 Could Be Pivotal for Brazil; Markets are Already Off to a Strong Start

Venezuela’s Competing Presidents Upend Status Quo, Causing Markets to Move

Joe Mac’s Market Viewpoint: The Right-Half-the-Time Barometer

Joe Mac’s Viewpoint

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