Markets

Weekly Market Pulse: A River In Egypt

By |2025-08-04T07:42:26-04:00August 3rd, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

When the June employment figures were released last month, I said there was likely a seasonal adjustment problem with the numbers and that a large part of the government jobs supposedly created would likely be revised away. The employment report was reported as better-than-expected but the details weren’t as positive. Of the total of 147k new jobs reported, only 74k [...]

Weekly Market Pulse: The Grand Illusions

By |2025-07-28T07:47:21-04:00July 27th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

So if you think your life is complete confusionBecause you never win the gameJust remember that it's a grand illusionAnd deep inside we're all the sameWe're all the same So if you think your life is complete confusionBecause your neighbors got it madeJust remember that it's a grand illusionAnd deep inside we're all the same Styx, The Grand Illusion Money [...]

Weekly Market Pulse: The Lamest of Ducks

By |2025-07-21T07:21:26-04:00July 20th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks|

Jerome Powell's tenure as the Chairman of the Federal Reserve has ended. Not literally, of course, because apparently Scott Bessent has, for now, talked President Trump out of firing him. But despite that reprieve, there are now several Chairmen of the Federal Reserve, none of them named Powell. He is the lamest of ducks. A lame duck, literally, is a [...]

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