Alhambra Research

Weekly Market Pulse: A Commodity Bull Market?

By |2025-05-27T07:04:47-04:00May 26th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

In commodity markets there's an old saying that low prices cure low prices and high prices cure high prices. High prices lead to over-investment in new capacity which leads to gluts and low prices. Low prices restrain investment which leads to shortages and high prices. It's the boom and bust nature of commodity markets although the time it takes between [...]

Weekly Market Pulse: No Free Lunches

By |2025-05-19T09:07:45-04:00May 18th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

Moody's Ratings downgrades United States ratings to Aa1 from Aaa; changes outlook to stable New York, May 16, 2025 -- Moody's Ratings (Moody's) has downgraded the Government of United States of America's (US) long-term issuer and senior unsecured ratings to Aa1 from Aaa and changed the outlook to stable from negative. This one-notch downgrade on our 21-notch rating scale reflects [...]

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