Several banks in China's Henan province have frozen hundreds of millions of dollars' worth of deposits since mid-April with little…
McAlinden Research PartnersJuly 13, 2022
China’s Stimulus Measures Reverse Lending Decline, But Deeply Indebted Developers Continue to Suffer
Overwhelming debt loads in China's real estate sector, exacerbated by relentless weakness in home sales data, is has created a continual drag…
McAlinden Research PartnersJune 29, 2022
Emerging Markets Face a Fragmented Future as Buoyant Dollar and Chinese Loans Fuel Debt Crisis Fears
Emerging Markets continue to languish under a strong USD and fading growth prospects. Each of those factors are intensifying the large…
McAlinden Research PartnersJune 21, 2022
Shares of Chinese banks are among the cheapest financial sector equities in the world, and that may be for good…
McAlinden Research PartnersJune 8, 2022
Stocks dipped into bear territory in May, largely driven by the Fed’s continued commitment to tighter monetary policy. While lower…
McAlinden Research PartnersJune 2, 2022
Q1 data shows gold demand started the year off strong. However, prices for the precious metal have backed off from their 2022…
McAlinden Research PartnersMay 26, 2022
The United Kingdom began a charge toward tighter monetary policy among developed nations in 2021, but the pace of rate…
McAlinden Research PartnersMay 18, 2022
Unrelenting Dollar strength throughout the year has whittled away at broadly positive expectations for emerging markets in 2022. With the…
McAlinden Research PartnersMay 10, 2022
Following the implementation of major tax cuts and financial reforms to boost lending and loosen up liquidity for its beleaguered…
McAlinden Research PartnersMay 4, 2022
In Q1, the US economy contracted for the first time in almost two years. Simultaneously, the yield curve has sent…
McAlinden Research PartnersMay 2, 2022
