While the Fed continues to hold short-term rates steady near zero, long-term rates on US Treasuries have surged through the…
McAlinden Research PartnersApril 30, 2021
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
Food inflation has become a major concern around the world with agricultural commodity supplies beginning to thin and extreme weather endangering…
McAlinden Research PartnersMarch 24, 2021
Several supply-side catalysts are set to whack the global coffee trade this year, setting the stage for a continued surge in…
McAlinden Research PartnersMarch 22, 2021
Economic growth is forecast to bounce back in the short-run, but measures of consumer sentiment have yet to reflect such…
McAlinden Research PartnersFebruary 26, 2021
Semiconductor manufacturing cannot keep up with a multi-faceted shift in the supply-demand balance. Factories are running at full capacity and…
McAlinden Research PartnersFebruary 16, 2021
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
A combined buildout of utility-scale battery storage systems and battery megafactories will require an increasingly large supply of lithium and other…
McAlinden Research PartnersJanuary 27, 2021
In a market that has has become a sea of expensive growth stocks, the UK stands out as an island of…
McAlinden Research PartnersJanuary 25, 2021
