Alhambra Research

Weekly Market Pulse: Whiplash

By |2024-08-05T05:53:16-04:00August 5th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks|

What a difference a day makes! After a two-week correction of nearly 5%, the S&P 500 spent the first part of last week rallying in anticipation of a friendly Fed meeting. That Fed meeting Wednesday produced the expected, namely that a rate cut in September was likely. That pushed the S&P 500 up over 2% from the Fed meeting to [...]

Weekly Market Pulse: The Great Rotation

By |2024-07-29T11:30:25-04:00July 28th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Markets, Newsletter, Real Estate, Stocks|

"It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so." - Maybe Mark Twain but could be Josh Billings or someone else entirely The Great Rotation from large cap stocks to small cap and value stocks that started a few weeks ago, continued unabated last week. There's a lot [...]

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