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
US financial sector earnings are in full-swing, but several major banks have posted disappointing results for Q4 2021. Despite strong…
McAlinden Research PartnersJanuary 19, 2022
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
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
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
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
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
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
