⚑ Joe Mac's ViewpointsEconomics & TradeManufacturing & LogisticsMarketsMonetary Policy A Tough and Tighter Year Ahead An equities rally at the start of the year hit a brick wall in February. That was largely due to…McAlinden Research PartnersMarch 3, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesMonetary Policy Expectations for a Gold-Smashing Rate Hike Bump Unsubstantiated Thus Far as Inflation Cools Gradually Gold has shed most of its gains for the year in February, as some have begun to speculate that the Fed could…McAlinden Research PartnersFebruary 23, 2023
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Less Rich, But Not Cheap Stocks remain far off from their 2021 high, but it’s not exactly correct to call them “cheap”. Multiples like the…McAlinden Research PartnersNovember 22, 2022
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMarketsMonetary Policy The “Real” Rate Story Rising nominal rates are clearly putting pressure on economic growth in the US. The Fed has become more aggressive as…McAlinden Research PartnersOctober 4, 2022
⚑ Joe Mac's Viewpoints⦁ Theme TrackerMarketsMonetary PolicyPolitics & Policy Bye Bye, Transitory 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
⚑ Joe Mac's Viewpoints⦁ Theme Tracker Looking Through the Third Wave A third wave of COVID-19 slammed the US economy throughout the summer months, but new case numbers appear to have…McAlinden Research PartnersOctober 6, 2021
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMarketsMonetary Policy When Jay Blinks 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