In Q1, the US economy contracted for the first time in almost two years. Simultaneously, the yield curve has sent…
McAlinden Research PartnersMay 2, 2022
Paired with a double dose of tapering, the FOMC’s latest updating of interest rate projections indicate a much more hawkish…
McAlinden Research PartnersDecember 23, 2021
The ongoing collapse of China's Evergrande Property Group is the top financial headline around the world, as the firm faces an almost certain default.…
McAlinden Research PartnersSeptember 21, 2021
Traditionally, multiples like price to earnings ratios (P/Es) run inverse to inflation data. That balance has been completely upended over…
McAlinden Research PartnersSeptember 2, 2021
Despite being consistently wrong on inflation throughout all of 2021, Fed Chair Jerome Powell and other policymakers at the Fed…
McAlinden Research PartnersJuly 30, 2021
Despite virtually all measures of inflation showing signs of a continued surge higher, and most of the latest data surpassing…
McAlinden Research PartnersMay 28, 2021
While the Fed continues to hold short-term rates steady near zero, long-term rates on US Treasuries have surged through the…
McAlinden Research PartnersApril 30, 2021
Treasury yields stormed higher through the first quarter of 2020, pricing in increasingly elevated inflation expectations through the year ahead. With inflation…
McAlinden Research PartnersApril 15, 2021
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
