⚑ 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
★ Daily Intelligence Briefings (DIBs)ServicesTransportation Cruise Lines See Bookings and Ticket Prices Rising, Setting the Course for a 2022 Recovery Cruise lines are anticipating significant pent-up demand for leisure travel in the year ahead, with most operators predicting the COVID-19 delta…McAlinden Research PartnersAugust 16, 2021
⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesEconomics & TradeMonetary PolicyPolitics & Policy Preparing for Inflation Amid the Printer-Powered Recovery – Joe Mac’s Market Viewpoint Inflation remains the hottest topic on investors’ minds. Following the passage of the latest trillion-dollar stimulus package in March, web…McAlinden Research PartnersMarch 31, 2021
⚑ Joe Mac's ViewpointsEconomics & TradeLabor, Education & DemographicsMonetary Policy An Inflation Calculation Despite a combination of ultra-easy monetary policy and trillions of Dollars’ worth of QE flooding the economy throughout 2020, signs…McAlinden Research PartnersJanuary 29, 2021
★ Daily Intelligence Briefings (DIBs)MarketsServices Softening Wholesale Market Threatens Auto Dealers’ Rally Used car dealers are having a banner year. Demand is booming, book values are appreciating, and inventory turnover rate is…McAlinden Research PartnersSeptember 10, 2020