⚑ 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
★ Daily Intelligence Briefings (DIBs)MarketsServices “Big Waste” Faces Threats from New Technologies. WM, RSG & WCN Had Better Watch Out. A new generation of recycling robots equipped with computer vision and machine learning capabilities are sorting trash twice as fast…McAlinden Research PartnersNovember 25, 2019
★ Daily Intelligence Briefings (DIBs)MarketsServices Budding Food Delivery Firms Slammed by Profitability Dilemmas While revenues in the food delivery industry are growing very quickly, intense competition between the major players are driving margins…McAlinden Research PartnersNovember 6, 2019
★ Daily Intelligence Briefings (DIBs)CommoditiesMarkets Diamond Producers are Having a Terrible Year. More Pain to Follow. The “lab-grown” phenomenon isn’t disrupting just food production. It has hit the $80 billion diamond industry as well. The technology…McAlinden Research PartnersOctober 24, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMarkets MRP is Adding Short Brokers & Asset Managers as a Theme. Here’s Why. US brokerage firms and asset managers have been riding a rising tide of wealth for years. But now the party…McAlinden Research PartnersOctober 3, 2019
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary PolicyPolitics & Policy Verbal Intervention As we wrote last month, the sustained strength of the Dollar has become a serious impediment to US trade and…McAlinden Research PartnersSeptember 30, 2019
★ Daily Intelligence Briefings (DIBs)MarketsPolitics & PolicyTechnology Central Banks are Now Issuing Cryptocurrencies. Is this the Tipping Point? Things up speeding up in the digital currency space. More countries are coming around to the idea that a central…McAlinden Research PartnersSeptember 12, 2019
★ Daily Intelligence Briefings (DIBs)CommoditiesMarketsServices E-Cig Giant Juul Slapped by the FDA Again. Where Do Tobacco Firms Turn? Juul Labs, the leading producer of US e-cigarettes, has once again drawn the ire of the Food and Drug Administration…McAlinden Research PartnersSeptember 11, 2019
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsPolitics & Policy As Hong Kong Stocks & FX Struggle, Taiwan is Thriving Thirteen weeks of unrest have begun to take on Hong Kong’s economy and markets. Local share prices are sinking, the…McAlinden Research PartnersSeptember 3, 2019
★ Daily Intelligence Briefings (DIBs)Markets Why Bond Proxy Stocks Are Suddenly More Appealing Investors chasing reliable returns with limited risk have a tough landscape to navigate these days. The stockpile of bonds offering…McAlinden Research PartnersAugust 5, 2019