⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesEconomics & TradeMonetary PolicyPolitics & Policy Preparing for Inflation Amid the Printer-Powered Recovery – Joe Mac’s Market Viewpoint 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
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMonetary Policy Stagflation Nation 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
⚑ Joe Mac's ViewpointsEconomics & TradeLabor, Education & DemographicsMonetary Policy An Inflation Calculation 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
⚑ 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 ViewpointsEconomics & TradeMonetary PolicyPolitics & Policy Easy Does It, For Now November was a huge month for stocks. Aside from the Presidential election, it was more of the same low rates…McAlinden Research PartnersNovember 30, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary PolicyPolitics & Policy On Don, Joe & Jay With election day less than a week away, we dive into polling, contributions, and alternative data to generate a final…McAlinden Research PartnersOctober 29, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeLabor, Education & DemographicsMarketsMonetary PolicyPolitics & Policy Running Hot – Joe Mac’s Market Viewpoint An economic recovery is starting to solidify, but there are still issues that must be ironed out in regard to…McAlinden Research PartnersSeptember 30, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeMonetary Policy Money Matters: Inflation, MMT, and Other Stimulus Spin-Offs – Joe Mac’s Market Viewpoint As we move toward the end of the third quarter, there are more and more green shoots starting to pop…McAlinden Research PartnersAugust 31, 2020
⚑ Joe Mac's Viewpoints⦁ Theme Tracker The COVID Crash at an Inflection Point: Reviewing Our List of Themes A series of individual reviews for each active MRP theme, specifically addressing the effects of COVID-19 on each of MRP’s…McAlinden Research PartnersJuly 31, 2020
⚑ Joe Mac's Viewpoints⦁ Theme TrackerMonetary PolicyReal Estate & Construction Record Low Rates Power the Housing “V” – Joe Mac’s Market Viewpoint Homebuilder stocks were not spared by the downturn in equities we saw in March-April amid the global outbreak of COVID-19,…McAlinden Research PartnersJune 30, 2020