⚑ Joe Mac's ViewpointsEconomics & TradeMonetary Policy Money Matters: Inflation, MMT, and Other Stimulus Spin-Offs – Joe Mac’s Market Viewpoint As we move toward the end of the third quarter, there are more and more green shoots starting to pop…McAlinden Research PartnersAugust 31, 2020
⚑ Joe Mac's Viewpoints⦁ Theme Tracker The COVID Crash at an Inflection Point: Reviewing Our List of Themes A series of individual reviews for each active MRP theme, specifically addressing the effects of COVID-19 on each of MRP’s…McAlinden Research PartnersJuly 31, 2020
⚑ Joe Mac's Viewpoints⦁ Theme TrackerMonetary PolicyReal Estate & Construction Record Low Rates Power the Housing “V” – Joe Mac’s Market Viewpoint Homebuilder stocks were not spared by the downturn in equities we saw in March-April amid the global outbreak of COVID-19,…McAlinden Research PartnersJune 30, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary PolicyPolitics & Policy The V-Recovery and Beyond In the months since the COVID-19 crash began, stock prices have been on a wild ride in anticipation of a…McAlinden Research PartnersMay 29, 2020
⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesEconomics & TradeMonetary Policy Helicopter Money In the two months since COVID-19 has begun to make a significant impact on the American mainland, fiscal and monetary…McAlinden Research PartnersApril 30, 2020
⚑ Joe Mac's Viewpoints⦁ Theme TrackerEconomics & TradeMarkets The Coronavirus Crash: Reviewing Our List of Themes Summary: A series of individual reviews for each active MRP theme, specifically addressing the effects of COVID-19 on each of…McAlinden Research PartnersMarch 31, 2020
⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesMarketsMonetary Policy Post-Coronavirus Commodities Comeback Summary: Commodities have fallen fast and hard in the wake of the Coronavirus’ pummeling of nearly every asset class. This is…McAlinden Research PartnersFebruary 28, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeMonetary Policy 2020’s Emerging Market Opportunity The weakening US Dollar will be a boon for Emerging Markets in 2020, a sector which has long underperformed the…McAlinden Research PartnersJanuary 31, 2020
⚑ Joe Mac's Viewpoints⦁ Theme Tracker MRP Themes: A Review of Our Change-Driven Themes A series of individual reviews for each active MRP theme.McAlinden Research PartnersDecember 23, 2019
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Emergence of Divergence Over the course of the last few months, Treasury yields have begun bouncing back from their Summer lows, pushing down…McAlinden Research PartnersNovember 27, 2019