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Hedge Connection is pleased to introduce another DAILY INTELLIGENCE BRIEFING provided by McAlinden Research Partners. A unique briefing is presented early each week as a way to quickly glean important current trends in the global news flow and economic data. This extremely comprehensive report provides a way to identify actionable investment themes early. A snapshot of this report is available to the public on The Edge and full reports can be accessed through Hedge Connection.

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  McAlinden Research Partners  | DIBS  

Daily Intelligence Briefing for June 2nd, 2014


Today’s Issue Cluster: Currencies  

  • The US dollar remains the global currency of choice
  • The currency wars are coming back with a slew of central banks alarmed at local currency strength
  • China’s yuan is down 3% this year against the dollar, reversing 15 months of gains
  • Japan’s yen and South Korea’s won are both up against the dollar for the year to date … the won’s at a 6-year high
  • Thailand’s junta’s new advisors include the finance minister who imposed currency controls in 2006
  • Venezuela imports 80% of what it consumes … higher inflation and more devaluations loom … and multi-national write-downs
  • Multinationals are looking to hedge more of their currency exposure, particularly in volatile emerging market

Best of the Rest:

Pot – Colorado is reporting an increase in marijuana-related driving offenses and ER visits since legalization … overall crime is lower in Denver
Coffee – Rust disease is spreading in the the highlands of Central America and southern Mexico
Pharma – Immunotherapy effectively customizes cancer treatments, a surge in new drugs is in the pipeline

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McAlinden Research Partners, a division of Catalpa Capital Advisors, provides daily, weekly, and other periodic reports that identify actionable investment themes early. As students of change, we specialize in the identification of critical inflection points for asset classes, industry groups, and other clusters of securities. MRP reports complement the individual investment styles of clients by guiding them to where they can find investment opportunities. MRP clients include pension funds, sovereign wealth funds, private banks, asset managers and wealth advisors from around the world.


The information provided in this presentation (the “Report”) is not to be reproduced or distributed to any other persons. This Report has been prepared solely for informational purposes and is not an offer to buy/sell/endorse or a solicitation of an offer to buy/sell/endorse Interests or any other security or instrument or to participate in any trading or investment strategy. No representation or warranty (express or implied) is made or can be given with respect to the sequence, accuracy, completeness, or timeliness of the information in this Report. Unless otherwise noted, sources for public data include Bloomberg, Trading Economics, and FRED (Federal Reserve Bank of St. Louis Economic Data).

McAlinden Research publishes daily, weekly, and other periodic reports on the economy and the markets. Catalpa Capital Advisors, LLC (CCA) is a Registered Investment Advisor which manages client accounts. References to specific securities, asset classes and financial markets discussed herein by McAlinden Research are for illustrative purposes only and are not intended and should not be interpreted as recommendations to purchase or sell such securities. Securities discussed in the Report may or may not be held in accounts managed by CCA and/or its associated persons, and changes in those accounts may be made at any time without notice to its subscribers. Neither McAlinden Research nor CCA is under an obligation to inform research recipients if any accounts managed by CCA subsequently purchase or sell securities discussed by McAlinden Research and they do not anticipate providing such information.

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