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
If the economy were a party and the Fed its chaperone, the central bank has undoubtedly neglected its responsibilities. By…
McAlinden Research PartnersFebruary 28, 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
Despite growth in the Fed’s preferred gauge of inflation exceeding 3.0% for six consecutive months, a rise unlikely to peak…
McAlinden Research PartnersNovember 3, 2021
As holiday season rapidly approaches, major retailers are forecasting higher costs and empty shelves due to relentless supply side disruptions.…
McAlinden Research PartnersOctober 7, 2021
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
Agricultural commodity futures, as well as prices for beef and poultry, have been steadily climbing this year and may be…
McAlinden Research PartnersSeptember 23, 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
