⚑ 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
★ Daily Intelligence Briefings (DIBs)Markets The Diverging Fortunes of China’s Equity and Sovereign Bond Markets China’s stock markets has declined sharply this year and is on track to post its worst annual performance in a…McAlinden Research PartnersNovember 26, 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
★ Daily Intelligence Briefings (DIBs)Markets October 2018 Bond Market Meltdown: What Happens Next? The US economy is on fire right now and new data is prompting bond traders to catch up to the…McAlinden Research PartnersOctober 8, 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
★ Daily Intelligence Briefings (DIBs)Markets The GICS Shift: New Classification Criteria and a Re-balancing Act Could Mean Volatility Ahead The Technology and Consumer Discretionary sectors will lose some of their key growth companies, and the Telecom sector will cease…McAlinden Research PartnersSeptember 5, 2018
★ Daily Intelligence Briefings (DIBs)MarketsTechnology Here Come the PANDAs to Replace the FAANGs While the 2010s belonged to FAANGs, a new grouping called the PANDAs could dominate in the 2020s, riding the tide…McAlinden Research PartnersSeptember 4, 2018
⚑ Joe Mac's ViewpointsMarkets Joe Mac’s Market Viewpoint: U.S. Markets at Midyear The U.S. capital markets had a challenging time in the first half of 2018. While the brouhaha about trade wars…McAlinden Research PartnersJuly 26, 2018
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarkets New MSCI EM Stocks Provide Exposure to 3 Major Transformational Changes Unfolding in China Roughly 230 Chinese A-share stocks were added to MSCI’s emerging markets index on Friday. A-shares are stocks of Chinese companies…McAlinden Research PartnersJune 4, 2018
★ Daily Intelligence Briefings (DIBs)Markets Prepare for a Wave of Foreign Money Inflows into Chinese Equities This Summer MSCI has been saying no to China’s A-shares for years. But this year, the index group will finally include China’s…McAlinden Research PartnersApril 25, 2018