Fed Archives - McAlinden Research Partners

⚑ Joe Mac's Viewpoints Economics & Trade Markets Monetary Policy

The Wile E. Coyote-conomy

Equity indices are once again trading at all-time highs as prospects for multiple rate cuts by the Federal Reserve within…

McAlinden Research PartnersJune 5, 2024

★ Daily Intelligence Briefings (DIBs)Monetary Policy Politics & Policy

Relentless US Fiscal Spend Risks Undermining Restrictive Monetary Policy, Supersizing Deficits

Dueling IMF publications released this week cast the US as an economic juggernaut in terms of growth, doubling up on…

McAlinden Research PartnersApril 18, 2024

★ Daily Intelligence Briefings (DIBs)Monetary Policy Real Estate & Construction

Rising Rates Could Reverse Fed Progress on Key Shelter Inflation Gauge Amid Home Construction Slowdown

The latest data on US home construction showed a significant deceleration in starts and permitting activity, which each fell to…

McAlinden Research PartnersApril 16, 2024

★ Daily Intelligence Briefings (DIBs)Commodities Monetary Policy Politics & Policy

Gold Rally Potentially the Result of Bullish Catalysts Underlying Both Dovish and Hawkish Scenarios at Fed

A surge in precious metals prices has pushed gold to record highs in recent days, defying a subsequent jump in…

McAlinden Research PartnersApril 11, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Finance Ⓛ US Banks Monetary Policy

US Bank Deposits Swell to Highest Level in a Year as Loan-Loss Provisioning Slows to Halt

Bank deposits have surged over the past four months, giving US financial institutions some much-needed breathing room to insulate their…

McAlinden Research PartnersApril 10, 2024

★ Daily Intelligence Briefings (DIBs)Markets Monetary Policy

BoJ’s Rate Hike Fails to Halt Yen Slump, FX Intervention Remains Possibility to Avoid Inflation Rebound

The Bank of Japan (BoJ) raised its benchmark short-term rate for the first time in 17 years yesterday, but dovish…

McAlinden Research PartnersMarch 20, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Commodities Monetary Policy

Gold and Bitcoin Break Out, Greenback Stagnant on Rising Expectations for Earlier Rate Cuts

Gold futures broke out to an all-time high on Sunday evening, coinciding with a 20-month high in the unit price…

McAlinden Research PartnersDecember 4, 2023

★ Daily Intelligence Briefings (DIBs)Economics & Trade Markets Monetary Policy

Burgeoning Downtrend in US Dollar Could Ease Difficulties Facing Emerging Market Economies

Softening growth in consumer price inflation, paired with declining producer, export, and import prices, lent greater weight to the case against further…

McAlinden Research PartnersNovember 16, 2023

★ Daily Intelligence Briefings (DIBs)Finance Monetary Policy

Persistent Bond Fund Bonanza Indicative of Increasingly Aggressive Bets on US Treasury Yield Trajectory

Record monthly volume in a key US bond fund throughout October was symptomatic of burgeoning interest in US treasuries among…

McAlinden Research PartnersNovember 6, 2023

★ Daily Intelligence Briefings (DIBs)Markets Monetary Policy

ECB Benchmark Rate Reaches Record High, But Euro Could Continue to Crack Without Further Hikes

A record high in the ECB's benchmark short-term rate has done little to stem the Euro's ongoing slide against the US…

McAlinden Research PartnersSeptember 14, 2023

Fed

The Wile E. Coyote-conomy

Relentless US Fiscal Spend Risks Undermining Restrictive Monetary Policy, Supersizing Deficits

Rising Rates Could Reverse Fed Progress on Key Shelter Inflation Gauge Amid Home Construction Slowdown

Gold Rally Potentially the Result of Bullish Catalysts Underlying Both Dovish and Hawkish Scenarios at Fed

US Bank Deposits Swell to Highest Level in a Year as Loan-Loss Provisioning Slows to Halt

BoJ’s Rate Hike Fails to Halt Yen Slump, FX Intervention Remains Possibility to Avoid Inflation Rebound

Gold and Bitcoin Break Out, Greenback Stagnant on Rising Expectations for Earlier Rate Cuts

Burgeoning Downtrend in US Dollar Could Ease Difficulties Facing Emerging Market Economies

Persistent Bond Fund Bonanza Indicative of Increasingly Aggressive Bets on US Treasury Yield Trajectory

ECB Benchmark Rate Reaches Record High, But Euro Could Continue to Crack Without Further Hikes

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