⚑ Joe Mac's Viewpoints⦁ Theme TrackerMonetary PolicyPolitics & Policy “Inflation is Much Too High”… Duh! As inflation threatens to breach the 8% mark in coming months, Federal Reserve officials have drastically revamped their policy response…McAlinden Research PartnersMarch 31, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMonetary PolicyPolitics & Policy China Signals New Stimulus Measures, But All Signs Point to Persistent Real Estate Struggles Chinese equities have staged a major comeback over the last week after Beijing mounted a verbal intervention to reverse a…McAlinden Research PartnersMarch 23, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeFinancePolitics & Policy Russian Default Remains Insignificant for Global Economy, Could Raise Risks for Emerging Markets Unable to access the majority of its foreign exchange reserves and locked out of global financial infrastructure, Russia's central bank appears…McAlinden Research PartnersMarch 15, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeMonetary PolicyPolitics & Policy Bitcoin’s Neutrality Provides Utility to Both Sides of Russia-Ukraine Conflict Bitcoin prices have rebounded in recent days, once again surpassing the $43,000 mark, and coinciding with speculation that sanction-resistant digital assets…McAlinden Research PartnersMarch 2, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseMarketsPolitics & Policy Defense Stocks Surge as Russian Aggression Threatens to Awaken European Military Spending Aerospace and defense stocks surged on Monday, pricing in Germany's new plans to hike military spending in the wake of Russia's attack on…McAlinden Research PartnersMarch 1, 2022
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMonetary PolicyPolitics & Policy Cutting Off the Punch Bowl If the economy were a party and the Fed its chaperone, the central bank has undoubtedly neglected its responsibilities. By…McAlinden Research PartnersFebruary 28, 2022
★ Daily Intelligence Briefings (DIBs)Energy & EnvironmentPolitics & Policy Wind Energy Output Surges to Record Across Europe, US Offshore Wind Auction Rakes in Billions Severe storms across the European continent have driven wind energy output in the EU to record highs throughout the last…McAlinden Research PartnersFebruary 28, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Relentless Rise in Energy Prices Spurs Global Demand for Stronger Spending on Oil and Gas Services Global energy prices continue to rise with no end in sight. Geopolitical tensions in Eastern Europe are likely to be…McAlinden Research PartnersFebruary 23, 2022
★ Daily Intelligence Briefings (DIBs)FinancePolitics & PolicyTechnology Bitcoin Gains Regulatory Approval Across the Globe, US Politicians Embrace Digital Asset Policies Rumors of Bitcoin "bans" have been greatly exaggerated. This week, Russia, India, and Indonesia are rolling out coherent regulatory frameworks…McAlinden Research PartnersFebruary 2, 2022
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsPolitics & PolicyServices Firearms and Ammo Sales Flying High Into 2022, But Stocks Could Shift on Midterm Election Results Firearm sales just wrapped up their second-strongest year ever, trailing only 2020, with nearly 20 million guns purchased. Once again, a…McAlinden Research PartnersFebruary 1, 2022