Alhambra Research

Weekly Market Pulse: Deja Vu All Over Again

By |2025-05-04T23:23:13-04:00May 4th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

From The Burden of Bretton Woods, The Richard Nixon Foundation: ...by the 1960s, the expansion of global production and trade increased the amount of dollars circulated worldwide — so much so that dollar circulation far outstripped the U.S. gold supply. There simply was not enough gold to back excessive liquidity, making it evident that the U.S. dollar was overvalued. Because [...]

Weekly Market Pulse: A Generational Change?

By |2025-04-28T07:40:45-04:00April 27th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

Stocks have rebounded over the last three weeks from the initial shock of the "liberation day" tariffs announced on April 8th. The S&P 500 is now down just 2.5% since the close on the day of the announcement (they were announced after the market close). There have been some changes to the initial tariff levels but even the reduced levels [...]

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