★ Daily Intelligence Briefings (DIBs)Energy & EnvironmentManufacturing & LogisticsTransportation Infrastructure Spend Kicks EV Charging Into Gear, Utilities Collaborate to Electrify Interstate Networks With the Senate's infrastructure bill set to get a final vote today, $7.5 billion is that much closer to being…McAlinden Research PartnersAugust 10, 2021
★ Daily Intelligence Briefings (DIBs)Economics & Trade Venezuela’s Competing Presidents Upend Status Quo, Causing Markets to Move Analysts have long predicted the collapse of the Maduro government, only to be proven wrong time and time again. Now,…McAlinden Research PartnersJanuary 24, 2019
★ Daily Intelligence Briefings (DIBs)Economics & TradePolitics & Policy Bolsonaro’s Brazil: So-Called “Trump of the Tropics” Could Inspire an Emerging Market Turnaround Brazil’s hotly contested election season is drawing to a close with political outsider Jair Balsonaro, head of the Social Liberal…McAlinden Research PartnersOctober 10, 2018
★ Daily Intelligence Briefings (DIBs)Politics & Policy Mexico’s President-Elect Wins Sweeping Mandate to Reshape the Country Yesterday, Mexicans voted resoundingly against the establishment by electing left-wing populist Andrés Manuel López Obrador (“AMLO”) as their next president.…McAlinden Research PartnersJuly 2, 2018
★ Daily Intelligence Briefings (DIBs)Economics & TradePolitics & Policy Italian Contagion: So Far, It’s More About Fear Than Fundamentals This weekend, Italian president Sergio Mattarella vetoed Savona’s candidacy as finance minister on the basis that the choice would destabilize…McAlinden Research PartnersMay 30, 2018
★ Daily Intelligence Briefings (DIBs)Politics & Policy Turkey Approaches Critical Election as Economic Model Wobbles In five short years, Turkey has experienced a whirlwind of political events — from popular upsurges to changes in the…McAlinden Research PartnersMay 29, 2018
⚑ Joe Mac's ViewpointsMarketsPolitics & Policy Joe Mac’s Market Viewpoint: The Trump Trade & Status Quo Bias Immediately following President Trump’s surprise election victory, a cross-section of stocks that were seen as beneficiaries of many elements of…McAlinden Research PartnersJuly 31, 2017
⚑ Joe Mac's ViewpointsEconomics & Trade Joe Mac’s Market Viewpoint: Game-Changer Part II: Trumponomics Themes The early December Viewpoint outlined our shift from an environment of stagflation to one of growflation, inspired by the surprise…McAlinden Research PartnersDecember 23, 2016
⚑ Joe Mac's ViewpointsEconomics & Trade Joe Mac’s Market Viewpoint: Game-Changer Part I: Trump Win Means Growflation The surprise outcome of the 2016 U.S. presidential election has led to widespread speculation about its effect on the global…McAlinden Research PartnersDecember 2, 2016
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Joe Mac’s Market Viewpoint: The Buck Stopped There Well, finally we’ve reached the day when we learn who will be the next president of the United States. Hopefully.…McAlinden Research PartnersNovember 8, 2016