Commercial real estate prices fell for the first time in over a decade last quarter, heightening the risks overexposed banks…
McAlinden Research PartnersMay 18, 2023
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
Unsurprisingly, bank profits headed lower in Q2 of this year, largely due to banks preparing provisions for future losses. Deposits…
McAlinden Research PartnersSeptember 22, 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
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
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
Paired with a double dose of tapering, the FOMC’s latest updating of interest rate projections indicate a much more hawkish…
McAlinden Research PartnersDecember 23, 2021
The ongoing collapse of China's Evergrande Property Group is the top financial headline around the world, as the firm faces an almost certain default.…
McAlinden Research PartnersSeptember 21, 2021
Traditionally, multiples like price to earnings ratios (P/Es) run inverse to inflation data. That balance has been completely upended over…
McAlinden Research PartnersSeptember 2, 2021
