⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Joe Mac’s Market Viewpoint: The Buck Stopped There Well, finally we’ve reached the day when we learn who will be the next president of the United States. Hopefully.…McAlinden Research PartnersNovember 8, 2016
⚑ Joe Mac's ViewpointsEconomics & TradeFinanceMarkets Joe Mac’s Market Viewpoint: Running Hot: Time for TIPS, Gold, Energy, EM & Value Janet Yellen got investors’ attention recently. Speaking at a conference in Boston, the Federal Reserve Chair described the potential benefits…McAlinden Research PartnersOctober 26, 2016
⚑ Joe Mac's ViewpointsFinanceMarketsMonetary Policy Joe Mac’s Market Viewpoint: DOTs & Bonds & Stocks In the waning weeks of summer, investors began to think about those pesky DOTs yet again. Not coincidentally, as the…McAlinden Research PartnersSeptember 19, 2016
⚑ Joe Mac's ViewpointsEconomics & TradeMarkets Joe Mac’s Market Viewpoint: Welcome Back Stagflation Back in the 60s and 70s, when many of today’s traders and portfolio managers weren’t even born yet, the U.S.…McAlinden Research PartnersJune 9, 2016
⚑ Joe Mac's ViewpointsFinanceMarketsMonetary Policy Joe Mac’s Market Viewpoint: Fratboys at the Punchbowl William McChesney Martin, the longest sitting Federal Reserve Chair in history, once famously quipped that it was the Fed’s job…McAlinden Research PartnersApril 30, 2016
⚑ Joe Mac's ViewpointsEconomics & TradeMarkets Joe Mac’s Market Viewpoint: Faulty Barometer A cacophony of recession chatter is filling the airwaves. Some experts are already declaring we are in one while others…McAlinden Research PartnersFebruary 29, 2016
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeEnergy & EnvironmentMarketsReal Estate & Construction Joe Mac’s Market Viewpoint: Déjà Vu All Over Again Here we go again. The headlines are bleating that the global economy is tipping into recession. This time around, the…McAlinden Research PartnersJanuary 30, 2016
⚑ Joe Mac's ViewpointsMarkets Joe Mac’s Market Viewpoint: Time for Value It is one of the most spectacular market cycles in history. Not only has the S&P 500 tripled in price…McAlinden Research PartnersAugust 28, 2015
⚑ Joe Mac's ViewpointsMarkets Joe Mac’s Market Viewpoint: Finding Normal A long, long time ago when I first arrived on Wall Street in the early 1960s, 10-year Treasury bonds were…McAlinden Research PartnersJuly 23, 2015
⚑ Joe Mac's ViewpointsMarkets Joe Mac’s Market Viewpoint: Nana’s Gift My Grandmother from Scotland never served afternoon tea using tea bags. Only fresh tea in a proper teapot would do.…McAlinden Research PartnersJune 5, 2015