★ Daily Intelligence Briefings (DIBs)Markets October 2018 Bond Market Meltdown: What Happens Next? The US economy is on fire right now and new data is prompting bond traders to catch up to the…McAlinden Research PartnersOctober 8, 2018
⚑ Joe Mac's 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
★ Daily Intelligence Briefings (DIBs)Markets The GICS Shift: New Classification Criteria and a Re-balancing Act Could Mean Volatility Ahead The Technology and Consumer Discretionary sectors will lose some of their key growth companies, and the Telecom sector will cease…McAlinden Research PartnersSeptember 5, 2018
★ Daily Intelligence Briefings (DIBs)MarketsTechnology Here Come the PANDAs to Replace the FAANGs While the 2010s belonged to FAANGs, a new grouping called the PANDAs could dominate in the 2020s, riding the tide…McAlinden Research PartnersSeptember 4, 2018
⚑ Joe Mac's 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
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarkets New MSCI EM Stocks Provide Exposure to 3 Major Transformational Changes Unfolding in China Roughly 230 Chinese A-share stocks were added to MSCI’s emerging markets index on Friday. A-shares are stocks of Chinese companies…McAlinden Research PartnersJune 4, 2018
★ Daily Intelligence Briefings (DIBs)Markets Prepare for a Wave of Foreign Money Inflows into Chinese Equities This Summer MSCI has been saying no to China’s A-shares for years. But this year, the index group will finally include China’s…McAlinden Research PartnersApril 25, 2018
⚑ Joe Mac's ViewpointsMarkets Joe Mac’s Market Viewpoint: The Coming Value Rotation For roughly the past decade, growth Stocks have outperformed their value counterparts by a wide margin. Investors have not discriminated…McAlinden Research PartnersDecember 22, 2017
⚑ Joe Mac's ViewpointsMarkets Joe Mac’s Market Viewpoint: Beyond the Bond Bubble Our mission at MRP is to identify investment themes that arise from disruption. The latter term seems to have become…McAlinden Research PartnersNovember 30, 2017
⚑ Joe Mac's ViewpointsEconomics & TradeMarkets Joe Mac’s Market Viewpoint: The Gathering Storm Hurricane Irma was first born as a loose collection of clouds that gathered into a tropical storm off the African…McAlinden Research PartnersSeptember 29, 2017