⚑ Joe Mac's Viewpoints⦁ Theme TrackerMonetary PolicyPolitics & Policy “Inflation is Much Too High”… Duh! As inflation threatens to breach the 8% mark in coming months, Federal Reserve officials have drastically revamped their policy response…McAlinden Research PartnersMarch 31, 2022
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMonetary PolicyPolitics & Policy Cutting Off the Punch Bowl 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
⚑ 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 TrackerCommoditiesEconomics & TradeMonetary PolicyPolitics & Policy The Roaring (Inflation) ‘20s 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
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsServices Retailers Set for Strong Revenues as Holiday Season Nears, Supply Struggles Inflate Price Tags 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
⚑ 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
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesMarketsTechnology Food Inflation Fueled by Worsening Water Shortages, Continued Cybersecurity Concerns 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
⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesEconomics & TradeMarketsMonetary Policy Inflation & Valuation 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
⚑ Joe Mac's Viewpoints⦁ Theme TrackerMonetary PolicyPolitics & Policy Jay’s Jedi Mind Trick 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
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Brazil’s Bad Weather Busts Coffee Crop, Could Signal Longer-Term Climate Concerns 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