★ Daily Intelligence Briefings (DIBs)Monetary PolicyPolitics & 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 PolicyReal 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)CommoditiesMonetary PolicyPolitics & 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)FinanceMonetary 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
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Tightening Approaches a Tipping Point After more than a year of fighting breakout inflation, the Fed appears to have finally gotten a firm grip on…McAlinden Research PartnersAugust 4, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMarketsMonetary Policy Fed Plots Narrower Tightening Path Forward but Bank Struggles Have Markets Focused on Rate Cuts The Federal Reserve attempted to strike a balance between maintaining financial conditions and price stability yesterday, hiking rates by 25bps…McAlinden Research PartnersMarch 23, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMarketsMonetary Policy Credit Suisse Leads European Banking Breakdown, Complicating Imminent ECB Meeting Outlook Following a week of tumult in the US banking space, shares of European financials are breaking down as the probability…McAlinden Research PartnersMarch 15, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesFinanceMonetary Policy Gold Demand Remains Robust as Banking Breakdown Threatens to Bust Rate Hike Projections Gold prices have shrugged off chaos in equity and bond markets over the last week, rallying back above $1900.00. While…McAlinden Research PartnersMarch 13, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesMonetary Policy Expectations for a Gold-Smashing Rate Hike Bump Unsubstantiated Thus Far as Inflation Cools Gradually Gold has shed most of its gains for the year in February, as some have begun to speculate that the Fed could…McAlinden Research PartnersFebruary 23, 2023
★ 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