⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesEconomics & TradeMarketsMonetary Policy Inflation & Valuation Traditionally, multiples like price to earnings ratios (P/Es) run inverse to inflation data. That balance has been completely upended over…McAlinden Research PartnersSeptember 2, 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 Viewpoints⦁ Theme TrackerMarkets A Look Back at 2020: Reviewing Our List of Themes The end of the year is finally upon us! This month’s Viewpoint offers a quick look at the state of…McAlinden Research PartnersDecember 31, 2020
⚑ Joe Mac's Viewpoints⦁ Theme TrackerEconomics & TradeMarkets The Coronavirus Crash: Reviewing Our List of Themes Summary: A series of individual reviews for each active MRP theme, specifically addressing the effects of COVID-19 on each of…McAlinden Research PartnersMarch 31, 2020