★ Daily Intelligence Briefings (DIBs)Economics & Trade Countries: Saudi Arabia Defies Emerging Markets Blues Saudi Arabia has embarked on a radical transformation of its economy, politics, and even society under the helm of its…McAlinden Research PartnersMay 7, 2018
⚑ Joe Mac's ViewpointsEconomics & Trade Joe Mac’s Market Viewpoint: The Inflation Complication The Federal Reserve has said for years that it wants to get inflation in the U.S. back to 2% per…McAlinden Research PartnersMay 4, 2018
★ Daily Intelligence Briefings (DIBs)Economics & Trade India and ASEAN’s Rapidly Growing Economies Ally to Accelerate The long-lasting relationship between India and the Association of Southeast Asian Nations (ASEAN) has been beneficial to both nations. Between…McAlinden Research PartnersApril 24, 2018
★ Daily Intelligence Briefings (DIBs)Economics & TradePolitics & Policy Russia’s Economic Tailwind Hits a Bump. For Now. Russia’s status as the latest darling of emerging market investors has hit a bump. Russian stocks, bonds, and the ruble…McAlinden Research PartnersApril 11, 2018
⚑ Joe Mac's ViewpointsEconomics & TradeMarkets Joe Mac’s Market Viewpoint: The Gathering Storm Hurricane Irma was first born as a loose collection of clouds that gathered into a tropical storm off the African…McAlinden Research PartnersSeptember 29, 2017
⚑ 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