Alhambra Research

Question Time: Long-Term Treasuries Devastation
Question Time: Long-Term Treasuries Devastation

Question Time: Long-Term Treasuries Devastation

By Bob Williams|2025-02-06T14:42:20-05:00February 6th, 2025|Alhambra Research, Economy, Markets|

Question Time: Yen Carry Trade Cascade Risk
Question Time: Yen Carry Trade Cascade Risk

Question Time: Yen Carry Trade Cascade Risk

By Bob Williams|2025-02-05T15:42:20-05:00February 5th, 2025|Alhambra Research, Economy, Markets|

Question Time: Growth Stocks Lagging
Question Time: Growth Stocks Lagging

Question Time: Growth Stocks Lagging

By Bob Williams|2025-02-04T15:27:10-05:00February 4th, 2025|Alhambra Research, Economy, Markets|

QT: Tariffs on Canada and Mexico; Impact?
QT: Tariffs on Canada and Mexico; Impact?

QT: Tariffs on Canada and Mexico; Impact?

By Bob Williams|2025-02-03T14:08:26-05:00February 3rd, 2025|Alhambra Research, Economy, Markets|

Weekly Market Pulse: I Don’t Know
Weekly Market Pulse: I Don’t Know

Weekly Market Pulse: I Don’t Know

By Joseph Y. Calhoun III|2025-02-03T07:44:58-05:00February 2nd, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

By the time you read this, markets around the world will be reacting to the Trump administration's imposition of tariffs on Canada and Mexico and additional tariffs on China. I don't know what exactly that reaction will be although it seems unlikely to be positive, at least initially. Regardless of the market reaction, investors need to be careful not to [...]