⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesEconomics & TradeMonetary PolicyPolitics & Policy The Roaring (Inflation) ‘20s Despite growth in the Fed’s preferred gauge of inflation exceeding 3.0% for six consecutive months, a rise unlikely to peak…McAlinden Research PartnersNovember 3, 2021
⚑ Joe Mac's Viewpoints⦁ Theme Tracker Looking Through the Third Wave A third wave of COVID-19 slammed the US economy throughout the summer months, but new case numbers appear to have…McAlinden Research PartnersOctober 6, 2021
★ Daily Intelligence Briefings (DIBs)MarketsMonetary PolicyReal Estate & Construction Homebuilders Hold Strong In Spite of Softer Data, But Fed Policy Could Shift the Balance Homebuilder stocks have been heading higher over the past few months, defying a softening of construction and sales data. Homebuilder sentiment…McAlinden Research PartnersSeptember 1, 2021
⚑ Joe Mac's Viewpoints⦁ Theme TrackerMonetary PolicyPolitics & Policy Jay’s Jedi Mind Trick Despite being consistently wrong on inflation throughout all of 2021, Fed Chair Jerome Powell and other policymakers at the Fed…McAlinden Research PartnersJuly 30, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMonetary Policy The Summer of CBDCs: Where Central Banks Stand in Their Digital Currency Ambitions Several central bank digital currency (CBDC) pilots have begun kicking off around the world in recent months. China's PBOC has…McAlinden Research PartnersJuly 14, 2021
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMarketsMonetary Policy When Jay Blinks Despite virtually all measures of inflation showing signs of a continued surge higher, and most of the latest data surpassing…McAlinden Research PartnersMay 28, 2021
⚑ Joe Mac's Viewpoints⦁ Theme TrackerEconomics & TradeMarketsMonetary Policy How High is “Up”? While the Fed continues to hold short-term rates steady near zero, long-term rates on US Treasuries have surged through the…McAlinden Research PartnersApril 30, 2021
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMonetary Policy Stagflation Nation Economic growth is forecast to bounce back in the short-run, but measures of consumer sentiment have yet to reflect such…McAlinden Research PartnersFebruary 26, 2021
⚑ Joe Mac's ViewpointsEconomics & TradeMonetary PolicyPolitics & Policy Easy Does It, For Now November was a huge month for stocks. Aside from the Presidential election, it was more of the same low rates…McAlinden Research PartnersNovember 30, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeLabor, Education & DemographicsMarketsMonetary PolicyPolitics & Policy Running Hot – Joe Mac’s Market Viewpoint An economic recovery is starting to solidify, but there are still issues that must be ironed out in regard to…McAlinden Research PartnersSeptember 30, 2020