Economy

Weekly Market Pulse: This Is Not The Economic Paper You’re Looking For

By |2025-11-17T06:44:57-05:00November 16th, 2025|Alhambra Research, Bonds, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Taxes/Fiscal Policy|

President Trump announced last week that certain food products and some other goods will now be exempt from his "reciprocal"* tariffs. Some of these goods are things that we can't produce here in the US, like bananas and coffee, but others are products that, for various reasons, happen to be in short supply, like beef. President Trump said these actions [...]

Monthly Macro Monitor: Investors And Voters Are In A Sour Mood

By |2025-11-10T06:19:23-05:00November 9th, 2025|Alhambra Research, Bonds, Currencies, Economy, Markets, Newsletter|

Our view of the economy is somewhat obscured by the lack of official data but what information we do have from the last month points to an economy that continues to weaken - continuing a trend that has prevailed all year. The most obvious negative pronouncement about the economy came from voters last week, who produced some big surprises in [...]

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