⚑ 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 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 ViewpointsCommoditiesMarketsMonetary PolicyReal Estate & Construction The FX Timebomb A relentless, yearlong rise in the relative value of the US Dollar recently sent the greenback to multi-decade highs versus…McAlinden Research PartnersAugust 8, 2022
⚑ Joe Mac's Viewpoints⦁ Theme TrackerⓁ Aerospace & DefenseⓁ CybersecurityⓁ PharmaceuticalsMarketsMonetary Policy MRP’s 2022 Mid-Year Review 2021 marked another successful year for MRP’s themes, as 16 of 21 themes we closed throughout the year outperformed the…McAlinden Research PartnersJuly 6, 2022
⚑ Joe Mac's ViewpointsMarketsMonetary Policy Eulogy for a Bull Market Stocks dipped into bear territory in May, largely driven by the Fed’s continued commitment to tighter monetary policy. While lower…McAlinden Research PartnersJune 2, 2022
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Stagflation at Best 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
⚑ 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 TrackerⓁ Aerospace & DefenseMarketsMonetary Policy A Look Back at 2021: Reviewing Our List of Themes 2021 marked another successful year for MRP’s themes, as 16 of 21 themes we closed throughout the year outperformed the…McAlinden Research PartnersJanuary 13, 2022
⚑ 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