★ Market Insights⦁ Theme TrackerEconomics & TradeⓁ SemiconductorsTechnology Semiconductor Shortage Sends Prices Higher, Set to Spur Huge US Subsidies for Chipmakers Semiconductor manufacturing cannot keep up with a multi-faceted shift in the supply-demand balance. Factories are running at full capacity and…McAlinden Research PartnersFebruary 16, 2021
★ Market Insights⦁ Theme TrackerFinanceⓁ US BanksMonetary Policy Financial Sector Bucking Up on Buybacks, Could See Steeper Yield Curve Ahead Banks soared last week after the Fed announced they could resume share repurchase programs. However, the rally was capped by…McAlinden Research PartnersDecember 23, 2020
★ Market InsightsEconomics & TradeMarkets Europe Lockdowns Put East-West COVID Pair Trade in Play While the US and Europe continue to battle the pandemic, most countries in the Asia-Pacific region have managed to supress…McAlinden Research PartnersOctober 29, 2020
★ Market Insights⦁ Theme TrackerⓁ SemiconductorsTechnology US Switches Tactics to Boost its Semiconductor Industry U.S. lawmakers are trying a completely new tactic in the US-China tech war: a subsidy policy for private industry. The CHIPS for…McAlinden Research PartnersJune 15, 2020
★ Market InsightsLabor, Education & DemographicsPolitics & Policy Here’s Why US Infrastructure Stocks are Beating the Market & Their Global Peers In the United States, although republicans, democrats and the President all seem to agree that the nation’s aging infrastructure is…McAlinden Research PartnersOctober 31, 2019