⚑ Joe Mac's Viewpoints⦁ Theme TrackerMarketsMonetary PolicyPolitics & Policy Bye Bye, Transitory Paired with a double dose of tapering, the FOMC’s latest updating of interest rate projections indicate a much more hawkish…McAlinden Research PartnersDecember 23, 2021
⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesEconomics & TradeMonetary PolicyPolitics & Policy The Roaring (Inflation) ‘20s Despite growth in the Fed’s preferred gauge of inflation exceeding 3.0% for six consecutive months, a rise unlikely to peak…McAlinden Research PartnersNovember 3, 2021
⚑ Joe Mac's Viewpoints⦁ Theme TrackerⓁ Travel & Leisure Looking Through the Third Wave A third wave of COVID-19 slammed the US economy throughout the summer months, but new case numbers appear to have…McAlinden Research PartnersOctober 6, 2021
⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesEconomics & TradeMarketsMonetary Policy Inflation & Valuation Traditionally, multiples like price to earnings ratios (P/Es) run inverse to inflation data. That balance has been completely upended over…McAlinden Research PartnersSeptember 2, 2021
⚑ Joe Mac's Viewpoints⦁ Theme TrackerMonetary PolicyPolitics & Policy Jay’s Jedi Mind Trick Despite being consistently wrong on inflation throughout all of 2021, Fed Chair Jerome Powell and other policymakers at the Fed…McAlinden Research PartnersJuly 30, 2021
⚑ Joe Mac's Viewpoints⦁ Theme TrackerⓁ Aerospace & DefenseⓁ SolarMarkets The Halfway Point: Reviewing Our List of Themes Coinciding with the close of Q2 2021, this month’s Viewpoint offers a quick look at the state of the markets,…McAlinden Research PartnersJune 30, 2021
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMarketsMonetary Policy When Jay Blinks Despite virtually all measures of inflation showing signs of a continued surge higher, and most of the latest data surpassing…McAlinden Research PartnersMay 28, 2021
⚑ Joe Mac's Viewpoints⦁ Theme TrackerEconomics & TradeMarketsMonetary Policy How High is “Up”? While the Fed continues to hold short-term rates steady near zero, long-term rates on US Treasuries have surged through the…McAlinden Research PartnersApril 30, 2021
⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesEconomics & TradeMonetary PolicyPolitics & Policy Preparing for Inflation Amid the Printer-Powered Recovery – Joe Mac’s Market Viewpoint Inflation remains the hottest topic on investors’ minds. Following the passage of the latest trillion-dollar stimulus package in March, web…McAlinden Research PartnersMarch 31, 2021
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMonetary Policy Stagflation Nation Economic growth is forecast to bounce back in the short-run, but measures of consumer sentiment have yet to reflect such…McAlinden Research PartnersFebruary 26, 2021