Market Research2024-06-04T12:48:39-04:00
22Jun, 2025

Weekly Market Pulse: The Turkey Leg

By |June 22nd, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks|

Note: I wrote most of this commentary prior to the US strike on Iran and I decided to go ahead with it anyway. I don't know any more than you do about what is going [...]

15Jun, 2025

Weekly Market Pulse: The Uncertainty of Uncertainty

By |June 15th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

Oil jumped 7.5% last Friday in the wake of the Israeli attack on Iran but the reaction in most other markets was surprisingly muted. The dollar, which normally catches a bid in these situations, was [...]

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