⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Stagflation at Best In Q1, the US economy contracted for the first time in almost two years. Simultaneously, the yield curve has sent…McAlinden Research PartnersMay 2, 2022
⚑ Joe Mac's Viewpoints⦁ Theme TrackerMonetary PolicyPolitics & Policy “Inflation is Much Too High”… Duh! As inflation threatens to breach the 8% mark in coming months, Federal Reserve officials have drastically revamped their policy response…McAlinden Research PartnersMarch 31, 2022
⚑ Joe Mac's Viewpoints⦁ Theme TrackerⓁ Aerospace & DefenseMarkets The Halfway Point: Reviewing Our List of Themes Coinciding with the close of Q2 2021, this month’s Viewpoint offers a quick look at the state of the markets,…McAlinden Research PartnersJune 30, 2021
⚑ Joe Mac's Viewpoints⦁ Theme TrackerMarkets A Look Back at 2020: Reviewing Our List of Themes The end of the year is finally upon us! This month’s Viewpoint offers a quick look at the state of…McAlinden Research PartnersDecember 31, 2020
⚑ Joe Mac's Viewpoints⦁ Theme TrackerEconomics & TradeMarkets The Coronavirus Crash: Reviewing Our List of Themes Summary: A series of individual reviews for each active MRP theme, specifically addressing the effects of COVID-19 on each of…McAlinden Research PartnersMarch 31, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeMonetary PolicyPolitics & Policy Receding Recession Fears Recession fears still abound, but have certainly eased over the last month as GDP growth has not slowed as much…McAlinden Research PartnersOctober 31, 2019
⚑ Joe Mac's ViewpointsEconomics & TradeFinanceMonetary PolicyPolitics & Policy The Booming Buck The Dollar has continued its powerful run-up throughout 2019, even in the face of possible rate cuts and rising US…McAlinden Research PartnersAugust 30, 2019