★ Daily Intelligence Briefings (DIBs)CommoditiesTechnology 3 Beneficiaries of a Potential China/US Trade Deal An end to a disruptive trade conflict between the world’s top two economic powerhouses may be nearing. Soybeans, Hogs and…McAlinden Research PartnersMay 6, 2019
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction More Wobbly Housing Data Compounds Under the Radar Concerns The latest figures for housing starts came in negative for the 5th straight month as affordability continues to flounder. Although…McAlinden Research PartnersMarch 27, 2019
★ Daily Intelligence Briefings (DIBs)Services Coming Regulatory Reforms Could Finally Jump Start the US Cannabis Industry Canadian companies have retained their dominance over domestic cannabis markets, as well as those in Europe. However, the US is…McAlinden Research PartnersMarch 6, 2019
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Joe Mac’s Market Viewpoint: After the Inflation Intermission A month into the new year, things seem a bit more upbeat than they did at the close of 2018…McAlinden Research PartnersFebruary 28, 2019
★ Daily Intelligence Briefings (DIBs) Homebuilder Hurdles Intensify as Mortgage Rates Suppress Affordability Housing starts and growth in home prices both hit multi-year lows in December. While housing prices are likely to continue…McAlinden Research PartnersFebruary 27, 2019
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTechnology Silicon Valley Will Savor the Pentagon’s New AI Initiative Yesterday, President Trump signed an executive order meant to spur the development and regulation of artificial intelligence. While the language…McAlinden Research PartnersFebruary 12, 2019
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Joe Mac’s Market Viewpoint: Patience, Patience A month into the new year, things seem a bit more upbeat than they did at the close of 2018…McAlinden Research PartnersJanuary 31, 2019
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Homebuilder Rally Set for Reversal on Deteriorating Fundamentals Homebuilder stocks have ticked up in early 2019, benefiting from a broader resurgence in equities. However, new and existing home…McAlinden Research PartnersJanuary 29, 2019
⚑ Joe Mac's ViewpointsEconomics & TradeMarkets Joe Mac’s Market Viewpoint: The Right-Half-the-Time Barometer Many equity markets around the globe have slipped into correction, or even bearish territory, and the widespread declines have re-ignited…McAlinden Research PartnersDecember 22, 2018
↺ Theme Adjustments★ Daily Intelligence Briefings (DIBs)Real Estate & Construction 7 Reasons Why MRP is Adding Short U.S. Housing as an Investment Theme A steady stream of negative data confirms slowing activity in the U.S. housing market, compelling MRP to add Short US…McAlinden Research PartnersOctober 1, 2018