Viewpoint Archives - McAlinden Research Partners

⚑ Joe Mac's Viewpoints Economics & Trade Markets Monetary 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 Tracker Monetary Policy Politics & 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 & Defense Markets

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 Tracker Markets

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 Tracker Economics & Trade Markets

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 Viewpoints Economics & Trade Monetary Policy Politics & 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 Viewpoints Economics & Trade Finance Monetary Policy Politics & 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

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