Market Currents: The Untold Reality of Quantitative Easing
Good, bad, or ugly? Alhambra CEO discusses the untold reality of Quantitative Easing.
Good, bad, or ugly? Alhambra CEO discusses the untold reality of Quantitative Easing.
Are investors at the point of maximum pessimism? Alhambra CEO Joe Calhoun talks about a horrible 3rd quarter, sentiment, and where investors can look right now.
Is the Fed Put Over? Doug Terry, Head of Alhambra Investment Research, explains what a Fed Put is and what's going on.
Gold isn't following the upward trajectory you'd expect in this inflationary period. Is it a bad investment? Alhambra CEO Joe Calhoun sets the record straight.
What impact does Fed tightening really have on home prices? Doug Terry, Alhambra's Head of Investment Research, explains.
Is Jerome Powell as tough as he thinks he is? Alhambra CEO Joe Calhoun has his thoughts, plus surprises last week in housing, especially in the refi market.
We usually hear Federal Reserve and Interest Rates in the same breath. But how does the Federal Reserve impact interest rates? Doug Terry, Alhambra's Head of Investment Research explains.
Jerome Powell wants everyone to know that he's read Paul Volcker's autobiography, "Keeping At It". He has used this phrase repeatedly since Jackson Hole, apparently believing that he needs to channel Mr. Volcker's gruff demeanor in order to get markets to do what he thinks they should do. He and others on the FOMC were not pleased with the stock [...]
Is the economy contracting? Alhambra's Steve Brennan poses that question to CEO Joe Calhoun.
The S&P 500 fell 4.8% last week and is now down 19.4% year-to-date. Bonds were also down with yields up all across the yield curve. Gold was down 2.5% and the GSCI commodity index was down 2.3%. Rate-sensitive REITs were down nearly 6%. The list of what went up last week would be quicker: the dollar, platinum, silver, and some [...]
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