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
A severe drought, followed by a wave of cold temperatures and frost, has now wiped out millions of bags' worth…
McAlinden Research PartnersJuly 28, 2021
Coinciding with the close of Q2 2021, this month’s Viewpoint offers a quick look at the state of the markets,…
McAlinden Research PartnersJune 30, 2021
Rising inflation, as well as disappointing job growth data, continues to weigh on the US Dollar. While the Biden administration and…
McAlinden Research PartnersJune 8, 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
US corn and soybean planting data disappointed last week, coming in well below analyst estimates. That was the latest spark in a string…
McAlinden Research PartnersApril 7, 2021
Inflation remains the hottest topic on investors’ minds. Following the passage of the latest trillion-dollar stimulus package in March, web…
McAlinden Research PartnersMarch 31, 2021
