Federal Reserve/Monetary Policy

Market Currents: Impact of Fed Tightening on Home Prices

By Marcelo Perez|2022-09-28T13:02:34-04:00September 28th, 2022|Alhambra Research, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

What impact does Fed tightening really have on home prices? Doug Terry, Alhambra's Head of Investment Research, explains.

Weekly Market Pulse (VIDEO)

By Marcelo Perez|2022-09-26T12:37:22-04:00September 26th, 2022|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

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.

Market Currents – How the Federal Reserve Impacts Interest Rates

By Marcelo Perez|2022-09-26T09:18:18-04:00September 26th, 2022|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

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.

Weekly Market Pulse: Jerome Powell, Tough Guy
Weekly Market Pulse: Jerome Powell, Tough Guy

Weekly Market Pulse: Jerome Powell, Tough Guy

By Joseph Y. Calhoun III|2022-09-26T11:50:30-04:00September 26th, 2022|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

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 [...]

Market Currents – Is The Economy Contracting?

By Marcelo Perez|2022-09-20T15:26:22-04:00September 20th, 2022|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

Is the economy contracting? Alhambra's Steve Brennan poses that question to CEO Joe Calhoun.

Weekly Market Pulse: What Changed?
Weekly Market Pulse: What Changed?

Weekly Market Pulse: What Changed?

By Joseph Y. Calhoun III|2022-09-19T06:29:13-04:00September 18th, 2022|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

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 [...]

Weekly Market Pulse (VIDEO)

By Marcelo Perez|2022-09-12T12:58:14-04:00September 12th, 2022|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks, Taxes/Fiscal Policy|

Alhambra CEO Joe Calhoun gives a refresher on nominal and real interest rates and what they're saying right now about the investor fear factor.

Weekly Market Pulse: No News Is…
Weekly Market Pulse: No News Is…

Weekly Market Pulse: No News Is…

By Joseph Y. Calhoun III|2022-09-12T08:02:19-04:00September 11th, 2022|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

Nothing happened last week. Stocks and bonds and commodities continued to trade and move around in price but there was no news to which those movements could be attributed. The economic news was a trifle and what there was told us exactly nothing new about the economy. A report that wholesale inventories rose 0.6% cannot be turned into market moving [...]

Weekly Market Pulse (VIDEO)

By Marcelo Perez|2022-09-06T14:31:43-04:00September 6th, 2022|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks, Taxes/Fiscal Policy|

Alhambra CEO Joe Calhoun compares the similarities between today's bear market and past ones, plus last week's data on the economy, employment, and whether the new data points to recession.