Economy

Weekly Market Pulse: You Cannot Be Serious!
Weekly Market Pulse: You Cannot Be Serious!

Weekly Market Pulse: You Cannot Be Serious!

By Joseph Y. Calhoun III|2025-04-07T05:56:34-04:00April 6th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

You can't be serious! You cannot be serious! - John McEnroe, challenging a fault call at Wimbledon, 1981 That's what went through my head when President Trump unveiled his "reciprocal" tariffs on Wednesday last week. The tariffs unveiled on Trump's "Liberation Day": are the largest tax increase since at least 1968 and maybe in our entire history. impose an average [...]

Question Time: Regionalism Rising, Globalism Dying
Question Time: Regionalism Rising, Globalism Dying

Question Time: Regionalism Rising, Globalism Dying

By Bob Williams|2025-04-01T14:21:15-04:00April 1st, 2025|Alhambra Research, Economy, Markets|

Question Time: Coming European Stock Resurgence
Question Time: Coming European Stock Resurgence

Question Time: Coming European Stock Resurgence

By Bob Williams|2025-03-31T14:03:43-04:00March 31st, 2025|Alhambra Research, Economy, Markets, Stocks|

Question Time: Media Gets it Wrong
Question Time: Media Gets it Wrong

Question Time: Media Gets it Wrong

By Bob Williams|2025-03-30T14:58:50-04:00March 30th, 2025|Alhambra Research, Economy, Markets|

Question Time: The Emerging Economic Era
Question Time: The Emerging Economic Era

Question Time: The Emerging Economic Era

By Bob Williams|2025-03-27T14:51:00-04:00March 27th, 2025|Alhambra Research, Economy, Markets|

Question Time: Inflationary Currency Flows
Question Time: Inflationary Currency Flows

Question Time: Inflationary Currency Flows

By Bob Williams|2025-03-27T09:23:00-04:00March 27th, 2025|Alhambra Research, Currencies, Economy, Markets|

Question Time: Dollar Downside Dangers
Question Time: Dollar Downside Dangers

Question Time: Dollar Downside Dangers

By Bob Williams|2025-03-25T14:27:11-04:00March 25th, 2025|Alhambra Research, Currencies, Economy, Markets|

Question Time: The Global Trading System
Question Time: The Global Trading System

Question Time: The Global Trading System

By Bob Williams|2025-03-24T14:55:44-04:00March 24th, 2025|Alhambra Research, Economy, Markets|

Weekly Market Pulse: A Risky Plan
Weekly Market Pulse: A Risky Plan

Weekly Market Pulse: A Risky Plan

By Joseph Y. Calhoun III|2025-03-24T07:07:19-04:00March 23rd, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

Sweeping tariffs and a shift away from strong dollar policy can have some of the broadest ramifications of any policies in decades, fundamentally reshaping the global trade and financial systems. There is a path by which these policies can be implemented without material adverse consequences, but it is narrow, and will require currency offset for tariffs and either gradualism or [...]