⚑ Joe Mac's ViewpointsEconomics & TradeManufacturing & LogisticsMarketsMonetary Policy A Tough and Tighter Year Ahead – Joe Mac’s Market Viewpoint An equities rally at the start of the year hit a brick wall in February. That was largely due to…McAlinden Research PartnersMarch 6, 2023
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Less Rich, But Not Cheap Stocks remain far off from their 2021 high, but it’s not exactly correct to call them “cheap”. Multiples like the…McAlinden Research PartnersNovember 22, 2022
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMarketsMonetary Policy The “Real” Rate Story Rising nominal rates are clearly putting pressure on economic growth in the US. The Fed has become more aggressive as…McAlinden Research PartnersOctober 4, 2022
⚑ Joe Mac's ViewpointsCommoditiesMarketsMonetary PolicyReal Estate & Construction The FX Timebomb A relentless, yearlong rise in the relative value of the US Dollar recently sent the greenback to multi-decade highs versus…McAlinden Research PartnersAugust 8, 2022
⚑ Joe Mac's Viewpoints⦁ Theme TrackerⓁ Aerospace & DefenseⓁ CybersecurityⓁ PharmaceuticalsⓁ SolarⓁ Travel & LeisureMarketsMonetary Policy MRP’s 2022 Mid-Year Review 2021 marked another successful year for MRP’s themes, as 16 of 21 themes we closed throughout the year outperformed the…McAlinden Research PartnersJuly 6, 2022
⚑ Joe Mac's ViewpointsMarketsMonetary Policy Eulogy for a Bull Market Stocks dipped into bear territory in May, largely driven by the Fed’s continued commitment to tighter monetary policy. While lower…McAlinden Research PartnersJune 2, 2022
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Stagflation at Best In Q1, the US economy contracted for the first time in almost two years. Simultaneously, the yield curve has sent…McAlinden Research PartnersMay 2, 2022
⚑ Joe Mac's Viewpoints⦁ Theme TrackerMonetary PolicyPolitics & Policy “Inflation is Much Too High”… Duh! As inflation threatens to breach the 8% mark in coming months, Federal Reserve officials have drastically revamped their policy response…McAlinden Research PartnersMarch 31, 2022
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMonetary PolicyPolitics & Policy Cutting Off the Punch Bowl If the economy were a party and the Fed its chaperone, the central bank has undoubtedly neglected its responsibilities. By…McAlinden Research PartnersFebruary 28, 2022
⚑ Joe Mac's Viewpoints⦁ Theme TrackerⓁ Aerospace & DefenseⓁ SolarⓁ Travel & LeisureMarketsMonetary Policy A Look Back at 2021: Reviewing Our List of Themes 2021 marked another successful year for MRP’s themes, as 16 of 21 themes we closed throughout the year outperformed the…McAlinden Research PartnersJanuary 13, 2022