★ Daily Intelligence Briefings (DIBs)MarketsMonetary Policy BoJ’s Rate Hike Fails to Halt Yen Slump, FX Intervention Remains Possibility to Avoid Inflation Rebound The Bank of Japan (BoJ) raised its benchmark short-term rate for the first time in 17 years yesterday, but dovish…McAlinden Research PartnersMarch 20, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesMonetary Policy Gold and Bitcoin Break Out, Greenback Stagnant on Rising Expectations for Earlier Rate Cuts Gold futures broke out to an all-time high on Sunday evening, coinciding with a 20-month high in the unit price…McAlinden Research PartnersDecember 4, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsMonetary Policy Burgeoning Downtrend in US Dollar Could Ease Difficulties Facing Emerging Market Economies Softening growth in consumer price inflation, paired with declining producer, export, and import prices, lent greater weight to the case against further…McAlinden Research PartnersNovember 16, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Persistent Bond Fund Bonanza Indicative of Increasingly Aggressive Bets on US Treasury Yield Trajectory Record monthly volume in a key US bond fund throughout October was symptomatic of burgeoning interest in US treasuries among…McAlinden Research PartnersNovember 6, 2023
★ Daily Intelligence Briefings (DIBs)MarketsMonetary Policy ECB Benchmark Rate Reaches Record High, But Euro Could Continue to Crack Without Further Hikes A record high in the ECB's benchmark short-term rate has done little to stem the Euro's ongoing slide against the US…McAlinden Research PartnersSeptember 14, 2023
★ Daily Intelligence Briefings (DIBs)Finance More US Banks Face Credit Rating Downgrades as Funding and Deposit Concerns Persist Another round of credit rating downgrades impacting several US banks with a combined $426 billion in consolidated assets, this time…McAlinden Research PartnersAugust 22, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMarketsMonetary Policy US Banking Sector Slammed by Spate of Downgrades as Dependence on Liquidity Assistance Looms Ten banks faced credit rating downgrades from Moody's this morning, along with six more prominent depositories being put on watch…McAlinden Research PartnersAugust 8, 2023
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Tightening Approaches a Tipping Point After more than a year of fighting breakout inflation, the Fed appears to have finally gotten a firm grip on…McAlinden Research PartnersAugust 4, 2023
⚑ Joe Mac's ViewpointsFinanceMarketsMonetary Policy FX and the Impending Fed Inflection Point In tandem with reaching the median terminal rate its policymakers laid out in March, the Federal Reserve boosted bets on…McAlinden Research PartnersMay 12, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy JPMorgan’s First Republic Rescue Cuts Contagion Fears, Raises Questions about Shareholder Compensation After a prolonged death spiral, First Republic Bank was finally seized by regulators this morning and subsequently sold to JPMorgan.…McAlinden Research PartnersMay 1, 2023