Alhambra Research

Hurricane Helene Relief

By |2024-10-01T09:05:33-04:00October 1st, 2024|Newsletter|

I have been visiting the Asheville, NC area since I was in college back in the late 70s and spent a lot of time up there hiking and camping. I have been back repeatedly over the years and Alhambra has a number of clients in that area. I have spoken with people in the Asheville and eastern TN area and [...]

Weekly Market Pulse: Did The Fed Just Make A Mistake?

By |2024-09-23T07:05:51-04:00September 23rd, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

Well, they did it. The Fed cut the Fed Funds rate by 50 basis points last week and indicated that there is likely more to come. Stock investors liked it, bidding up small cap stocks (S&P 600) by 2.25%, large caps (S&P 500) by 1.4%, and the NASDAQ by 1.5%. Most other markets also did as expected with emerging market [...]

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