Market Currents: Why Isn’t Gold Rising With Inflation
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.
Market Currents: Impact of Fed Tightening on Home Prices
What impact does Fed tightening really have on home prices? Doug Terry, Alhambra's Head of Investment Research, explains.
Market Currents: Banks are Keeping Oil Prices High
Who is really keeping oil prices high? Alhambra CEO Joe Calhoun says it's the banks.
Weekly Market Pulse (VIDEO)
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
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
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?
Is the economy contracting? Alhambra's Steve Brennan poses that question to CEO Joe Calhoun.
Weekly Market Pulse: What Changed?
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 [...]
Is You Is or Is You Ain’t a Bubble?
Monthly closing price for SPY on the 1st day for the month from 2 years prior to a market high to 3 years after that top. The data points are indexed to the starting point 24 months before the market top. I know, I know, it's different this time. It's always different. Different is not a relative measure of anything. [...]
Market Currents (VIDEO)
Where are interest rates going? Doug Terry, Alhambra's Head of Investment Research, offers his thoughts.
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