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
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
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
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
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
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
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
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
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
