Alhambra Research

Weekly Market Pulse: Stop-N-Go…N-Stop

By |2025-03-10T10:32:45-04:00March 9th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

Uncertainty around economic policy is near all-time highs with most of that focused on trade policy. Is the uncertainty part of President Trump’s plan? Or part of his negotiating strategy? I have no idea but the effects are obvious and negative, not just for the stock market, but for the economy as a whole. But how negative? I've been getting [...]

Weekly Market Pulse: No Tariffs Required

By |2025-03-03T07:36:41-05:00March 3rd, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

The meeting between President Trump and Volodymyr Zelenski last Friday dominated the news over the weekend but for investors the more important news came before that historic (or not) diplomatic faux pas (whose faux pas?). I am not an expert on the nuances of diplomacy (except to say there didn't appear to be much of it going on in that [...]

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