⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Joe Mac’s Market Viewpoint: Spiking the Punch Bowl Prior to the Indian general election last month, many began casting doubt over the ability of PM Narendra Modi to…McAlinden Research PartnersJuly 26, 2019
⚑ Joe Mac's Viewpoints Joe Mac’s Market Viewpoint: MRP Themes: A Review of Our Change-Driven Themes Prior to the Indian general election last month, many began casting doubt over the ability of PM Narendra Modi to…McAlinden Research PartnersJune 28, 2019
⚑ Joe Mac's ViewpointsMarketsMonetary Policy Joe Mac’s Market Viewpoint: The Facts Changed (For Now) A month into the new year, things seem a bit more upbeat than they did at the close of 2018…McAlinden Research PartnersApril 25, 2019
⚑ Joe Mac's ViewpointsCommoditiesMarkets Joe Mac’s Market Viewpoint: Time for Gold A month into the new year, things seem a bit more upbeat than they did at the close of 2018…McAlinden Research PartnersMarch 29, 2019
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Joe Mac’s Market Viewpoint: After the Inflation Intermission A month into the new year, things seem a bit more upbeat than they did at the close of 2018…McAlinden Research PartnersFebruary 28, 2019
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Joe Mac’s Market Viewpoint: Patience, Patience A month into the new year, things seem a bit more upbeat than they did at the close of 2018…McAlinden Research PartnersJanuary 31, 2019
⚑ Joe Mac's ViewpointsEconomics & TradeMarkets Joe Mac’s Market Viewpoint: The Right-Half-the-Time Barometer Many equity markets around the globe have slipped into correction, or even bearish territory, and the widespread declines have re-ignited…McAlinden Research PartnersDecember 22, 2018
⚑ Joe Mac's ViewpointsMarkets Joe Mac’s Market Viewpoint: The Next Handle Stocks and bonds have struggled over the last year as yields have risen strongly, but MRP believes this is only…McAlinden Research PartnersDecember 5, 2018
↺ Theme Adjustments⚑ Joe Mac's ViewpointsMarkets Joe Mac’s Market Viewpoint: A Review of Our Change-Driven Themes A series of individual reviews for each active MRP theme, as well as a look back on recently closed themes…McAlinden Research PartnersOctober 31, 2018
⚑ Joe Mac's ViewpointsMarkets Joe Mac’s Market Viewpoint: FX Matters The US Dollar's 2018 rally is largely a product of political and financial turmoil across other developed and emerging markets.…McAlinden Research PartnersSeptember 28, 2018