Economy

Weekly Market Pulse: The Impact of AI

By |2024-10-07T07:25:28-04:00October 6th, 2024|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 [...]

Weekly Market Pulse: Did The Fed Just Make A Mistake?

By |2024-09-23T07:05:51-04:00September 23rd, 2024|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

Well, they did it. The Fed cut the Fed Funds rate by 50 basis points last week and indicated that there is likely more to come. Stock investors liked it, bidding up small cap stocks (S&P 600) by 2.25%, large caps (S&P 500) by 1.4%, and the NASDAQ by 1.5%. Most other markets also did as expected with emerging market [...]

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