★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsMonetary PolicyPolitics & Policy UK’s Pound Sterling Slammed by Stagflationary Prospects, Loss of Confidence in Policymakers The UK's Pound Sterling (GBP) plummeted yesterday, recording one of its worst days of trading across the past three decades. Moreover,…McAlinden Research PartnersSeptember 27, 2022
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Booming Credit Growth Could Bolster US Banks, but Risks are Also on the Rise Unsurprisingly, bank profits headed lower in Q2 of this year, largely due to banks preparing provisions for future losses. Deposits…McAlinden Research PartnersSeptember 22, 2022
★ Daily Intelligence Briefings (DIBs)Monetary PolicyReal Estate & Construction Real Estate and Homebuilder Businesses Routed by Higher Rates May Face a Tough Road Ahead Home prices are beginning to slump across the US, suggesting an ongoing downturn in shares of homebuilders and other real…McAlinden Research PartnersSeptember 21, 2022
★ Daily Intelligence Briefings (DIBs)Monetary PolicyPolitics & PolicyReal Estate & Construction China’s Property Woes Spill Over Into the Banking Sector as Investment Falls and Mortgage Boycott Bites Chinese property investment and residential construction are languishing under a lack of liquidity and rising financial unrest among the populace.…McAlinden Research PartnersAugust 31, 2022
⚑ Joe Mac's ViewpointsCommoditiesMarketsMonetary PolicyReal Estate & Construction The FX Timebomb A relentless, yearlong rise in the relative value of the US Dollar recently sent the greenback to multi-decade highs versus…McAlinden Research PartnersAugust 8, 2022
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Chinese Bank Protests Intensify, Spotlighting Issues Facing Country’s Regional Banking System Several banks in China's Henan province have frozen hundreds of millions of dollars' worth of deposits since mid-April with little…McAlinden Research PartnersJuly 13, 2022
⚑ Joe Mac's Viewpoints⦁ Theme TrackerⓁ Aerospace & DefenseⓁ CybersecurityⓁ PharmaceuticalsMarketsMonetary Policy MRP’s 2022 Mid-Year Review 2021 marked another successful year for MRP’s themes, as 16 of 21 themes we closed throughout the year outperformed the…McAlinden Research PartnersJuly 6, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMonetary PolicyReal Estate & Construction China’s Stimulus Measures Reverse Lending Decline, But Deeply Indebted Developers Continue to Suffer Overwhelming debt loads in China's real estate sector, exacerbated by relentless weakness in home sales data, is has created a continual drag…McAlinden Research PartnersJune 29, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsMonetary Policy Emerging Markets Face a Fragmented Future as Buoyant Dollar and Chinese Loans Fuel Debt Crisis Fears Emerging Markets continue to languish under a strong USD and fading growth prospects. Each of those factors are intensifying the large…McAlinden Research PartnersJune 21, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinanceMonetary Policy Chinese Banks Struggle to Gain Footing Amid Slow Loan Growth and Rising Uncertainty Shares of Chinese banks are among the cheapest financial sector equities in the world, and that may be for good…McAlinden Research PartnersJune 8, 2022