★ Daily Intelligence Briefings (DIBs)Economics & TradeEnergy & EnvironmentPolitics & Policy Russian Default Unlikely to Dent Ambitions, New Gold Ban Will Have Similar Impact to Oil Embargoes Russia has officially fallen into default on its foreign debt for the first time in more than a century due…McAlinden Research PartnersJune 28, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsMonetary Policy 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
★ Daily Intelligence Briefings (DIBs)Economics & TradeMonetary Policy Emerging Market Prospects Pulverized by Dollar’s Rise, China Could Make or Break a Potential Comeback Unrelenting Dollar strength throughout the year has whittled away at broadly positive expectations for emerging markets in 2022. With the…McAlinden Research PartnersMay 10, 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)Economics & TradeMarketsMonetary Policy Emerging Markets Log Another Year of Slack, But Expectations for a 2022 Rebound are Stirring Emerging markets equities largely underperformed major indices in 2021, a continuation of longer-term weakness. However, expectations for a reversal of…McAlinden Research PartnersJanuary 5, 2022
⚑ 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 & TradeFinance Chinese Banks Rack up More Bad Loans Amid COVID Crash Non-performing loans at many mid-tier Chinese banks continue to rise in 2020. The deterioration of loan books across the country’s…McAlinden Research PartnersMay 6, 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
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTransportation No End in Sight for Boeing’s Colossal Cash Burn The deterioration of Boeing's financial health has continued to accelerate since their 737 MAX jets were grounded globally last March,…McAlinden Research PartnersJanuary 8, 2020