Alhambra Research

SPECIAL REPORT: Follow The Money Series – Dawn Of A New Era

By |2022-10-19T10:40:51-04:00October 19th, 2022|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Special Reports, Stocks|

With inflation recently hitting a high not seen since 1981, it is now apparent that the factors that drove the disinflation trend of the last four decades are coming to an end. Globalization and demographics, the two big factors that combined to hold down prices and wages for so long, are reversing, and so too is the downtrend in prices, wages, [...]

Weekly Market Pulse: Just A Little Volatility

By |2022-10-17T07:39:17-04:00October 16th, 2022|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks, Taxes/Fiscal Policy|

Markets were rather volatile last week. That's a wild understatement and what passes for sarcasm in the investment business. Stocks started the week waiting with bated (baited?) breath for the inflation reports of the week. It isn't surprising that the market is focused firmly on the rearview mirror for clues about the future since Jerome Powell has made it plain [...]

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