★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesMonetary Policy Gold Gains as Fed Passes Peak Hawkishness, Russia Doubles Metal’s Allowance in National Wealth Fund Gold has continued its ongoing rally into the new year on hopes that the Fed's rapid pace of tightening is…McAlinden Research PartnersJanuary 4, 2023
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Less Rich, But Not Cheap Stocks remain far off from their 2021 high, but it’s not exactly correct to call them “cheap”. Multiples like the…McAlinden Research PartnersNovember 22, 2022
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMarketsMonetary Policy The “Real” Rate Story Rising nominal rates are clearly putting pressure on economic growth in the US. The Fed has become more aggressive as…McAlinden Research PartnersOctober 4, 2022
⚑ Joe Mac's ViewpointsCommoditiesMarketsMonetary PolicyReal Estate & Construction The FX Timebomb A relentless, yearlong rise in the relative value of the US Dollar recently sent the greenback to multi-decade highs versus…McAlinden Research PartnersAugust 8, 2022
⚑ Joe Mac's ViewpointsMarketsMonetary Policy Eulogy for a Bull Market Stocks dipped into bear territory in May, largely driven by the Fed’s continued commitment to tighter monetary policy. While lower…McAlinden Research PartnersJune 2, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesMonetary Policy Gold Price Looks Toward Resurgence if the Dollar Rally Continues Drying Up Q1 data shows gold demand started the year off strong. However, prices for the precious metal have backed off from their 2022…McAlinden Research PartnersMay 26, 2022
⚑ Joe Mac's Viewpoints⦁ Theme TrackerMonetary PolicyPolitics & Policy “Inflation is Much Too High”… Duh! As inflation threatens to breach the 8% mark in coming months, Federal Reserve officials have drastically revamped their policy response…McAlinden Research PartnersMarch 31, 2022
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMonetary PolicyPolitics & Policy Cutting Off the Punch Bowl If the economy were a party and the Fed its chaperone, the central bank has undoubtedly neglected its responsibilities. By…McAlinden Research PartnersFebruary 28, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerMarketsMonetary PolicyTechnology Bitcoin Bogged Down by Rate Hike Prospects, But Silver Linings Prevalent in On-Chain Data and Miner Activity Bitcoin's recent sell-off has been quite aggressive, but on-chain metrics suggest downward pressure is not nearly as drastic as the…McAlinden Research PartnersJanuary 11, 2022
⚑ Joe Mac's Viewpoints⦁ Theme TrackerMarketsMonetary PolicyPolitics & Policy Bye Bye, Transitory Paired with a double dose of tapering, the FOMC’s latest updating of interest rate projections indicate a much more hawkish…McAlinden Research PartnersDecember 23, 2021