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 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
Financial sector profits for Q1 2021 are on track to be among the best ever reported after banks released billions…
McAlinden Research PartnersApril 19, 2021
Over the course of the last few months, Treasury yields have begun bouncing back from their Summer lows, pushing down…
McAlinden Research PartnersNovember 27, 2019
