Alhambra Research

Weekly Market Pulse: The Fed’s Conundrum

By |2024-06-03T07:22:46-04:00June 3rd, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks|

"The uncertainty about where neutral is today creates a challenge for policymakers." - Neel Kashkari, Minneapolis Federal Reserve President Last week was a volatile one for markets with big swings in stocks and bonds in a holiday-shortened week. The economic data didn't appear to be sufficiently out of the expected range to justify big moves but we got them anyway. [...]

Weekly Market Pulse: Is Perception Reality?

By |2024-05-27T20:51:51-04:00May 27th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

A recent poll conducted by Harris and the UK news outlet The Guardian, produced some interesting results. Of those polled: 56% believe the US economy is in recession 49% believe the S&P 500 is down for the year 49% believe the unemployment rate is at a 50-year high 72% think inflation is increasing The reporting on this has been mostly [...]

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