Markets

Weekly Market Pulse: Tariffs Aren’t The Answer

By |2025-01-21T08:15:20-05:00January 21st, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

For every complex problem there is an answer that is clear, simple, and wrong. H.L. Mencken By the time you read this we'll have a new President. Well, actually, he's an old President, but whatever we think we know about him from his first term may not be much help in the second. The group of people about to take [...]

Weekly Market Pulse: Good News Is Good News

By |2025-01-13T07:04:29-05:00January 12th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

The December employment report was released last Friday and it was quite a bit better than expected. Expectations were for payrolls to rise by 160,000 on the month but instead 256,000 people found a job and started working. For reference, the 3-month average is a gain of 170,000 so there was a significant acceleration in December. The unemployment rate fell [...]

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