★ Daily Intelligence Briefings (DIBs)FinanceMarketsMonetary Policy Credit Suisse Leads European Banking Breakdown, Complicating Imminent ECB Meeting Outlook Following a week of tumult in the US banking space, shares of European financials are breaking down as the probability…McAlinden Research PartnersMarch 15, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesFinanceⓁ GoldMonetary Policy Gold Demand Remains Robust as Banking Breakdown Threatens to Bust Rate Hike Projections Gold prices have shrugged off chaos in equity and bond markets over the last week, rallying back above $1900.00. While…McAlinden Research PartnersMarch 13, 2023
⚑ Joe Mac's ViewpointsEconomics & TradeManufacturing & LogisticsMarketsMonetary Policy A Tough and Tighter Year Ahead – Joe Mac’s Market Viewpoint An equities rally at the start of the year hit a brick wall in February. That was largely due to…McAlinden Research PartnersMarch 6, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeManufacturing & LogisticsMarketsMonetary Policy Chinese Economic Data Surges into Annual Congress, Potentially Impacting Forthcoming Growth Target Several key data points appear to indicate China's economic recovery, following an extended bout of COVID-induced lockdowns, has taken hold.…McAlinden Research PartnersMarch 2, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ GoldMonetary Policy Expectations for a Gold-Smashing Rate Hike Bump Unsubstantiated Thus Far as Inflation Cools Gradually Gold has shed most of its gains for the year in February, as some have begun to speculate that the Fed could…McAlinden Research PartnersFebruary 23, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeMonetary Policy Emerging Markets Off to a Strong Start in 2023, Leveraging Weak Dollar and China Rebound Emerging markets disappointed once again last year as growth crumbled and a persistently strong Dollar subdued sentiment. Those trends may…McAlinden Research PartnersFebruary 1, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinanceMonetary Policy As USD Continues to Crack, China and Others Wage War on Dollar Dominance in Global Trade A weakening Dollar throughout the second half of 2022, and into the new year, has coincided with a ramping up…McAlinden Research PartnersJanuary 18, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ GoldMonetary Policy Gold Gains as Fed Passes Peak Hawkishness, Russia Doubles Metal’s Allowance in National Wealth Fund Gold has continued its ongoing rally into the new year on hopes that the Fed's rapid pace of tightening is…McAlinden Research PartnersJanuary 4, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentMonetary PolicyPolitics & Policy Oil Price Rebound Defies Significant Surge in Stockpiles, Focus Likely Shifting to Re-Fill For Depleted SPR Oil prices have rebounded throughout the week, despite a significant build in commercial stockpiles. Part of that can likely be chalked up…McAlinden Research PartnersDecember 15, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ GoldMonetary Policy Gold Gains Ground As Fed Policy Appears to Have Passed its Peak Hawkishness Phase In November, gold broke its longest losing streak in more than 150 years. That rebound was spurred on by expectations…McAlinden Research PartnersDecember 5, 2022