★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMonetary PolicyPolitics & Policy Bond Yields Take a Breather, Ready to See if Inflation Can Make the Fed Sweat Treasury yields stormed higher through the first quarter of 2020, pricing in increasingly elevated inflation expectations through the year ahead. With inflation…McAlinden Research PartnersApril 15, 2021
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMonetary Policy Stagflation Nation Economic growth is forecast to bounce back in the short-run, but measures of consumer sentiment have yet to reflect such…McAlinden Research PartnersFebruary 26, 2021
⚑ Joe Mac's ViewpointsEconomics & TradeLabor, Education & DemographicsMonetary Policy An Inflation Calculation Despite a combination of ultra-easy monetary policy and trillions of Dollars’ worth of QE flooding the economy throughout 2020, signs…McAlinden Research PartnersJanuary 29, 2021
⚑ Joe Mac's ViewpointsEconomics & TradeMonetary Policy Money Matters: Inflation, MMT, and Other Stimulus Spin-Offs – Joe Mac’s Market Viewpoint As we move toward the end of the third quarter, there are more and more green shoots starting to pop…McAlinden Research PartnersAugust 31, 2020
★ Daily Intelligence Briefings (DIBs)Economics & Trade Argentina Debt Default Not Fully Priced into Equity Market Ever since a 2018 currency crisis forced Argentina to seek out a $57 billion bailout from the International Monetary Fund,…McAlinden Research PartnersApril 23, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Emergence of Divergence Over the course of the last few months, Treasury yields have begun bouncing back from their Summer lows, pushing down…McAlinden Research PartnersNovember 27, 2019
★ Daily Intelligence Briefings (DIBs)Markets Why Bond Proxy Stocks Are Suddenly More Appealing Investors chasing reliable returns with limited risk have a tough landscape to navigate these days. The stockpile of bonds offering…McAlinden Research PartnersAugust 5, 2019
⚑ Joe Mac's ViewpointsMarkets Joe Mac’s Market Viewpoint: Beyond the Bond Bubble Our mission at MRP is to identify investment themes that arise from disruption. The latter term seems to have become…McAlinden Research PartnersNovember 30, 2017