★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsMonetary PolicyPolitics & Policy UK’s Pound Sterling Slammed by Stagflationary Prospects, Loss of Confidence in Policymakers The UK's Pound Sterling (GBP) plummeted yesterday, recording one of its worst days of trading across the past three decades. Moreover,…McAlinden Research PartnersSeptember 27, 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 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
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMarketsMonetary Policy Banking Industry Breakout Stumbles on Weaker Earnings, Flatter Yield Curve 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
⚑ Joe Mac's Viewpoints⦁ Theme TrackerMarketsMonetary PolicyPolitics & Policy Bye Bye, Transitory 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
⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesEconomics & TradeMonetary PolicyPolitics & Policy The Roaring (Inflation) ‘20s 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
⚑ 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
⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesEconomics & TradeMarketsMonetary Policy 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
⚑ Joe Mac's Viewpoints⦁ Theme TrackerMonetary PolicyPolitics & Policy Jay’s Jedi Mind Trick 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
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMarketsMonetary Policy When Jay Blinks 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