Markets

Weekly Market Pulse: Peak America?

By |2025-04-21T09:04:22-04:00April 20th, 2025|Bonds, Commodities, Currencies, Markets, Real Estate, Stocks|

The US economy has been the envy of the world for a long time, especially after the 2008 financial crisis and the COVID pandemic. Our economy has grown faster than just about any other in the developed world thanks in large part to the extraordinary performance of our technology sector. Our markets for debt and equity are the largest and [...]

Weekly Market Pulse: The End of The Beginning

By |2025-04-14T07:09:14-04:00April 13th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

The stock market rallied last week, the S&P 500 up nearly 6%, spurred on by the suspension of some of the tariffs imposed on April 2nd. The "reciprocal" part of the new tariffs was suspended for 90 days while the 10% universal tariff was retained. Tariffs on China, however, were raised further after they retaliated against President Trump's previous retaliation [...]

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