⚑ 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
⚑ 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
⚑ 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 & TradeMarketsMonetary PolicyPolitics & Policy On Don, Joe & Jay With election day less than a week away, we dive into polling, contributions, and alternative data to generate a final…McAlinden Research PartnersOctober 29, 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
⚑ 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