★ Daily Intelligence Briefings (DIBs)FinanceMonetary PolicyPolitics & Policy China Financials Unbowed by Western Banking Turmoil, De-Dollarization in Asia Begins Taking Shape While shares of US and European banks have been roiled by liquidity concerns and failures or near-failures of several banks…McAlinden Research PartnersMarch 22, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ Saudi ArabiaPolitics & Policy Saudi Arabia Settles Conflict With Iran, Expands Chinese Relations and Non-Oil Business Activities Saudi Arabia's seven-year diplomatic freeze and proxy conflict with Iran appears to have come to an end after China brokered…McAlinden Research PartnersMarch 16, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarkets China’s COVID Wave Abates, Clearing the Way for a Post-Lockdown Burst in Consumer Spending Much has been made of China's re-opening, which spurred commodities prices higher and brightened growth prospects for the global economy.…McAlinden Research PartnersFebruary 13, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeMonetary Policy Emerging Markets Off to a Strong Start in 2023, Leveraging Weak Dollar and China Rebound 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
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareEconomics & Trade EM Healthcare Sector Hit By Unprecedented Demand Emerging market healthcare stocks were on fire earlier in the year. While they have taken a breather recently, MRP believes…McAlinden Research PartnersSeptember 17, 2020
★ Daily Intelligence Briefings (DIBs)Economics & Trade Argentina’s Spectacular Equity Rally Boldly Defies Economic Fundamentals There appears to be a disconnect between Argentina’s economic reality and its equity market. The spectacular 50% rally of the…McAlinden Research PartnersAugust 3, 2020
⚑ Joe Mac's Viewpoints⦁ Theme Tracker The COVID Crash at an Inflection Point: Reviewing Our List of Themes A series of individual reviews for each active MRP theme, specifically addressing the effects of COVID-19 on each of MRP’s…McAlinden Research PartnersJuly 31, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareEconomics & Trade MRP Initiates a Long Emerging Markets Healthcare Theme The rate at which new coronavirus infections are surging across Latin America, South Asia, and Africa suggests that emerging markets…McAlinden Research PartnersJuly 20, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeMonetary Policy 2020’s Emerging Market Opportunity The weakening US Dollar will be a boon for Emerging Markets in 2020, a sector which has long underperformed the…McAlinden Research PartnersJanuary 31, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeMarkets Long Emerging Market Equities as a New MRP Theme? A confluence of factors has us thinking that the US dollar could weaken this year. That is, of course, if…McAlinden Research PartnersJanuary 6, 2020