★ Daily Intelligence Briefings (DIBs)Economics & TradePolitics & Policy What Hong Kong’s New Inflection Point Means for Investors When China announced it would impose new national-security laws on Hong Kong, the international community interpreted the move as signaling…McAlinden Research PartnersJune 1, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary PolicyPolitics & Policy The V-Recovery and Beyond In the months since the COVID-19 crash began, stock prices have been on a wild ride in anticipation of a…McAlinden Research PartnersMay 29, 2020
★ Daily Intelligence Briefings (DIBs)Energy & EnvironmentPolitics & Policy Crude’s Coronavirus Collapse Comes at a Terrible Time for US Oil & Gas The Coronavirus has unsurprisingly struck oil markets hard in 2020, estimated to have wiped out 20% of China’s crude demand,…McAlinden Research PartnersFebruary 4, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradePolitics & Policy It’s Back to Rally-Mode for Taiwanese Equities Taiwan’s president Tsai Ing-wen just got re-elected in a historic vote that also helped her party retain its majority in…McAlinden Research PartnersJanuary 13, 2020
★ Daily Intelligence Briefings (DIBs)Politics & Policy MRP Adds Long UK Equities as a New Investment Theme Global funds have been underweight UK equities for three and half years on account of the Brexit-related political impasse that…McAlinden Research PartnersDecember 16, 2019
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnology Winners & Losers of the Huawei ZTE Bans – Part II The US is now employing a two-pronged strategy in its war against Chinese telecom giants Huawei and ZTE. This approach…McAlinden Research PartnersDecember 5, 2019
★ Daily Intelligence Briefings (DIBs)Energy & EnvironmentPolitics & Policy Tightening Carbon Credit Markets are Drawing Investors’ Attention Once Again The resurgence in carbon-credit prices that began in mid-2017 has extended beyond Europe and has spread to North America and…McAlinden Research PartnersNovember 21, 2019
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnology Semiconductor Trade Tensions Set to Shock US and China Tech Sectors China’s semiconductor industry has always been the Achilles heel of the country’s booming tech sector – and the US is…McAlinden Research PartnersNovember 19, 2019
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnology Satellite Services Battle the FCC for Rights to 5G Billions The FCC is set to rule this month on whether 3 foreign satellite service providers owning more than 90% of…McAlinden Research PartnersNovember 12, 2019
★ Daily Intelligence Briefings (DIBs)Labor, Education & DemographicsPolitics & Policy Here’s Why US Infrastructure Stocks are Beating the Market & Their Global Peers In the United States, although republicans, democrats and the President all seem to agree that the nation’s aging infrastructure is…McAlinden Research PartnersOctober 31, 2019