Economy

Weekly Market Pulse: The End of The Beginning

By |2025-04-14T07:09:14-04:00April 13th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

The stock market rallied last week, the S&P 500 up nearly 6%, spurred on by the suspension of some of the tariffs imposed on April 2nd. The "reciprocal" part of the new tariffs was suspended for 90 days while the 10% universal tariff was retained. Tariffs on China, however, were raised further after they retaliated against President Trump's previous retaliation [...]

Weekly Market Pulse: You Cannot Be Serious!

By |2025-04-07T05:56:34-04:00April 6th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

You can't be serious! You cannot be serious! - John McEnroe, challenging a fault call at Wimbledon, 1981 That's what went through my head when President Trump unveiled his "reciprocal" tariffs on Wednesday last week. The tariffs unveiled on Trump's "Liberation Day": are the largest tax increase since at least 1968 and maybe in our entire history. impose an average [...]

Contact

Go to Top