⚑ 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)FinancePolitics & Policy Fitch’s US Debt Downgrade Dismissed by Some, But Could be Driving Long-Term Rates Higher A downgrade of the US's sovereign debt by Fitch Ratings, from AAA to AA+, has been widely dismissed by government…McAlinden Research PartnersAugust 3, 2023
★ Daily Intelligence Briefings (DIBs)FinanceReal Estate & Construction Commercial Property Valuations and Sales Volumes Continually Slammed by Vacant Office Space Office REITs have continued to sell off in recent weeks, coinciding with news that metropolitan office property sales have slowed to…McAlinden Research PartnersMay 31, 2023
⚑ Joe Mac's ViewpointsFinanceMarketsMonetary Policy FX and the Impending Fed Inflection Point In tandem with reaching the median terminal rate its policymakers laid out in March, the Federal Reserve boosted bets on…McAlinden Research PartnersMay 12, 2023
★ Daily Intelligence Briefings (DIBs)Monetary PolicyReal Estate & Construction Bets Against Commercial Real Estate Broaden as Banks Could Face More Risks From Resurgent Rates Mounting evidence shows commercial real estate coming under continual pressure from rising rates, which could create another major headwind for the…McAlinden Research PartnersMay 2, 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)FinanceMonetary Policy Central Banks Attempt to Implement Support Programs Without Sparking Panic, Parallels to Past Crisis Linger Recent measures taken by central banks and sovereign governments are beginning to seem familiar to the early stage actions taken to try…McAlinden Research PartnersMarch 20, 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
⚑ Joe Mac's ViewpointsEconomics & TradeManufacturing & LogisticsMarketsMonetary Policy A Tough and Tighter Year Ahead An equities rally at the start of the year hit a brick wall in February. That was largely due to…McAlinden Research PartnersMarch 3, 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