Market Currents: Political Populism…the Economic Causes
Demographics and Globalization are driving political change. Alhambra CEO Joe Calhoun talks about causes and unintended consequences.
Market Currents: Demographic Trends Now Inflationary
Demographic trends are changing the economic landscape in the United States. The older population is growing rapidly while the working population is shrinking. The labor shortage is also adding to the problem. Steve Brennan and Alhambra CEO Joe Calhoun break it down.
60,000 Real Estate Deals Fall Through in September
This is the time of year when lots of folks have visions of warming their feet by the fire while the cold wind whistles outside. But with the highest mortgage rates in more than four decades, many people are getting cold feet about a cozy place of their own. The 30-year mortgage rate broke through 7% in October and that [...]
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun explains why he's a rational optimist about current market conditions and the economy, what he expects from the solid inversion of the 10/3 yield curve, and what he expects from this week's Fed meeting.
Market Currents: Signs the Fed is Causing Recession
There's talk that the next Fed rate hike will push the economy into recession. Alhambra CEO Joe Calhoun points out signs to look for before the beginning of a recession.
Market Currents: Is Powell The Worst Fed Chair?
Is Jerome Powell the worst Federal Reserve Chairman of all time? Alhambra CEO Joe Calhoun lays out the case.
Market Currents: Inflation Risks For Growth Stocks
Inflation is posing substantial additional risk to growth stocks, lowering demand and pushing money into other markets. Doug Terry, Alhambra's Head of Investment Research dissects cause and effect.
Market Currents: Why The Fed Needs To Shut Up!
Is the Fed doing more harm than good? Alhambra CEO Joe Calhoun says the Fed just needs to shut up.
Market Currents – Market Volatility
It’s a bear market and you expect to have volatility, but volatility is trending even higher. Steve Brennan talks with Doug Terry, Head of Alhambra Research about what factors may push the volatility envelope.
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