⚑ 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 Viewpoints⦁ Theme TrackerCommoditiesEconomics & TradeMarketsMonetary PolicyⓈ Long-Dated Treasuries 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
