Alhambra Research

Weekly Market Pulse: Welcome Back To The Old Normal

By |2022-05-02T20:46:23-04:00May 2nd, 2022|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

Stagflation. It's a word that strikes fear in the hearts of investors, one that evokes memories - for some of us - of bell bottoms, disco, and Jimmy Carter's American malaise. The combination of weak growth and high inflation is the worst of all worlds, one that required a transformational leader and a cigar-chomping central banker to defeat the last [...]

Weekly Market Pulse: All Clear?

By |2022-03-21T07:49:16-04:00March 20th, 2022|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Markets, Real Estate, Stocks|

Why did stocks sell off in recent months? Was it the emergence of the Omicron variant? That was a popular narrative right after Thanksgiving but that lasted less than a month before stocks decided to look past COVID make a new high right after the new year. Was the correction due to fears of the Fed raising interest rates and [...]

Weekly Market Pulse: Is This A Bear Market?

By |2022-03-14T07:46:24-04:00March 13th, 2022|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

I don't know the answer to the question posed in the title. No one does because the future is not predictable. I don't know what will happen in Ukraine. I don't know how much what has already happened there - and what might - matters to the US and global economy. I don't know if the Fed is making a [...]

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