After more than a year of fighting breakout inflation, the Fed appears to have finally gotten a firm grip on…
McAlinden Research PartnersAugust 4, 2023
An equities rally at the start of the year hit a brick wall in February. That was largely due to…
McAlinden Research PartnersMarch 3, 2023
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
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
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
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
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
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
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
