★ Daily Intelligence Briefings (DIBs)Economics & TradeMonetary Policy Emerging Market Prospects Pulverized by Dollar’s Rise, China Could Make or Break a Potential Comeback Unrelenting Dollar strength throughout the year has whittled away at broadly positive expectations for emerging markets in 2022. With the…McAlinden Research PartnersMay 10, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Silver Sets the Pace for Precious Metals, More Upside on the Horizon The rally in silver prices has accelerated this Summer, pushing spot prices to a 6-year high this week. While the…McAlinden Research PartnersJuly 22, 2020
⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesMarketsMonetary Policy Post-Coronavirus Commodities Comeback Summary: Commodities have fallen fast and hard in the wake of the Coronavirus’ pummeling of nearly every asset class. This is…McAlinden Research PartnersFebruary 28, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary PolicyPolitics & Policy Verbal Intervention As we wrote last month, the sustained strength of the Dollar has become a serious impediment to US trade and…McAlinden Research PartnersSeptember 30, 2019
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsPolitics & Policy As Hong Kong Stocks & FX Struggle, Taiwan is Thriving Thirteen weeks of unrest have begun to take on Hong Kong’s economy and markets. Local share prices are sinking, the…McAlinden Research PartnersSeptember 3, 2019
⚑ Joe Mac's ViewpointsEconomics & TradeFinanceMonetary PolicyPolitics & Policy The Booming Buck The Dollar has continued its powerful run-up throughout 2019, even in the face of possible rate cuts and rising US…McAlinden Research PartnersAugust 30, 2019
⚑ Joe Mac's ViewpointsCommoditiesMarkets Joe Mac’s Market Viewpoint: Time for Gold A month into the new year, things seem a bit more upbeat than they did at the close of 2018…McAlinden Research PartnersMarch 29, 2019
⚑ Joe Mac's ViewpointsMarkets Joe Mac’s Market Viewpoint: FX Matters The US Dollar's 2018 rally is largely a product of political and financial turmoil across other developed and emerging markets.…McAlinden Research PartnersSeptember 28, 2018
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeEnergy & EnvironmentMarketsReal Estate & Construction Joe Mac’s Market Viewpoint: Déjà Vu All Over Again Here we go again. The headlines are bleating that the global economy is tipping into recession. This time around, the…McAlinden Research PartnersJanuary 30, 2016
⚑ Joe Mac's ViewpointsFinanceMonetary Policy Joe Mac’s Market Viewpoint: Does the Buck Stop Here? The U.S. dollar has hit a multi-year high against almost every currency in the world at various points this year.…McAlinden Research PartnersDecember 4, 2015