★ Market InsightsCommoditiesEconomics & TradeFinance 3 Investment Implications of China’s Historic 2020 Floods Heaving flooding along the Yangtze River has submerged huge swathes of southern China this summer. It has disrupted life and…McAlinden Research PartnersAugust 31, 2020
★ Market InsightsCommoditiesFinanceMonetary Policy Crypto Rally Could Revive the Bitcoin-Gold Correlation As the Dollar takes a steep plunge this month, pecious metals are surging. Meanwhile, a sudden rally in cryptoassets, particularly bitcoin, has become…McAlinden Research PartnersJuly 29, 2020
★ Market InsightsFinancePolitics & Policy Chinese Banks Chalk up More Bad Loans as New Sanctions Loom Over Financial Sector NPL ratios across China’s financial system have continued an unrelenting rise through 2020 and are set to head even higher…McAlinden Research PartnersJuly 14, 2020
★ Market InsightsFinancePolitics & Policy Insurers & US Government Eye Pandemic Insurance Partnership The insurance industry has long argued that pandemics are uninsurable because of the difficulty of diversifying the risk away. Now…McAlinden Research PartnersJuly 13, 2020
★ Market InsightsFinanceTechnology COVID-19 Pushes Contactless Payments Over the Tipping Point COVID-19 is having a profound effect on the payments market. Concerns that the virus can be picked up from contaminated…McAlinden Research PartnersMay 14, 2020
★ Market InsightsEconomics & TradeFinance Chinese Banks Rack up More Bad Loans Amid COVID Crash Non-performing loans at many mid-tier Chinese banks continue to rise in 2020. The deterioration of loan books across the country’s…McAlinden Research PartnersMay 6, 2020
★ Market InsightsFinanceTechnology Two Ways Fintech and Digital Payments Could Counter Coronavirus Fintech use is up around the world in the wake of Coronavirus, which could mark a permanant turning point. 2…McAlinden Research PartnersMarch 31, 2020
★ Market Insights⦁ Theme TrackerFinance Long US Banks is MRP’s New Theme At first it was just the smaller Fintechs. Now, Big Tech wants in as well. Facebook, Apple, Amazon, Uber and…McAlinden Research PartnersNovember 14, 2019
★ Market InsightsFinanceMonetary PolicyTechnology Crypto 2020: The Latest on Bitcoin Payments, Futures, and Institutional Adoption 2019 has been a renaissance year for cryptocurrencies and blockchain applications, but 2020 will be a year of massive implementation.…McAlinden Research PartnersNovember 5, 2019
★ Market Insights⦁ Theme TrackerFinanceMonetary Policy Chinese Financial Failures Become a “Fact of Life” as Regional Banks Fade The outlook for China’s regional banks appears to have worsened in the months since the Baoshang Bank bailout, the first…McAlinden Research PartnersOctober 15, 2019