⚑ Joe Mac's Market 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
⚑ Joe Mac's Market 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
⚑ Joe Mac's Market ViewpointsMarkets Joe Mac’s Market Viewpoint: The Next Handle Stocks and bonds have struggled over the last year as yields have risen strongly, but MRP believes this is only…McAlinden Research PartnersDecember 5, 2018
↺ Theme Adjustments⚑ Joe Mac's Market ViewpointsMarkets Joe Mac’s Market Viewpoint: A Review of Our Change-Driven Themes A series of individual reviews for each active MRP theme, as well as a look back on recently closed themes…McAlinden Research PartnersOctober 31, 2018
⚑ Joe Mac's Market ViewpointsMarkets Joe Mac’s Market Viewpoint: FX Matters The US Dollar's 2018 rally is largely a product of political and financial turmoil across other developed and emerging markets.…McAlinden Research PartnersSeptember 28, 2018
⚑ Joe Mac's Market ViewpointsMarkets Joe Mac’s Market Viewpoint: U.S. Markets at Midyear The U.S. capital markets had a challenging time in the first half of 2018. While the brouhaha about trade wars…McAlinden Research PartnersJuly 26, 2018
⚑ Joe Mac's Market ViewpointsEconomics & TradeManufacturing & Logistics Joe Mac’s Market Viewpoint: CAPEX Booms! A capital spending boom is underway in America and around the world, driven by changes in U.S. fiscal policy, rising…McAlinden Research PartnersJune 6, 2018
⚑ Joe Mac's Market ViewpointsEconomics & Trade Joe Mac’s Market Viewpoint: The Inflation Complication The Federal Reserve has said for years that it wants to get inflation in the U.S. back to 2% per…McAlinden Research PartnersMay 4, 2018
⚑ Joe Mac's Market Viewpoints Joe Mac’s Market Viewpoint: A Review of New and Old Themes The U.S. capital markets have been undergoing rapid changes. Interest rates which had been low for so many years are…McAlinden Research PartnersMarch 30, 2018
⚑ Joe Mac's Market ViewpointsReal Estate & Construction Joe Mac’s Market Viewpoint: Beyond the Housing Headwinds The housing sector of the U.S. economy has reached an important inflection point. Bolstered by strong industry fundamentals, housing related…McAlinden Research PartnersFebruary 28, 2018