Economy

Question Time: Fed Cuts, Rates Go Up (VIDEO)
Question Time: Fed Cuts, Rates Go Up (VIDEO)

Question Time: Fed Cuts, Rates Go Up (VIDEO)

By Bob Williams|2024-10-09T14:10:55-04:00October 9th, 2024|Alhambra Research, Economy, Markets|

Question Time: AI Economy – Part 2 (VIDEO)
Question Time: AI Economy – Part 2 (VIDEO)

Question Time: AI Economy – Part 2 (VIDEO)

By Bob Williams|2024-10-09T07:50:01-04:00October 9th, 2024|Alhambra Research, Economy, Markets|

Question Time: The AI Economy – Part 1 (VIDEO)
Question Time: The AI Economy – Part 1 (VIDEO)

Question Time: The AI Economy – Part 1 (VIDEO)

By Bob Williams|2024-10-07T16:29:35-04:00October 7th, 2024|Alhambra Research, Economy, Markets|

Weekly Market Pulse: The Impact of AI
Weekly Market Pulse: The Impact of AI

Weekly Market Pulse: The Impact of AI

By Joseph Y. Calhoun III|2024-10-07T07:25:28-04:00October 6th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

There has been a lot of talk over the last few months about the US economy slowing but there is scant evidence of it in the economic data. The latest lack of evidence came last Friday with the release of the September employment report which was quite a bit better than expected. The establishment survey showed the economy added 254k [...]

Inflation Returning?

By Douglas R. Terry, CFA|2024-10-05T16:16:17-04:00October 5th, 2024|Alhambra Portfolios, Commodities, Federal Reserve/Monetary Policy, Markets|

What do you get when the Central Bank lowers interest rates by 50 basis points in a good economy? Just what we've seen since this happened on September 18, a surge in commodities. Is your portfolio diversified? Ebbs and flows in the market can sneak up on us and today's markets react quickly and sometimes violently. Did you see the [...]