Currencies

Weekly Market Pulse: Rational Optimist

By |2022-11-01T05:55:25-04:00October 31st, 2022|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

I have often been accused over the years of being too optimistic and I will plead guilty to having a little rose-colored tint in my glasses. I am an optimist by nature and I search constantly for good things to write about. There are more than enough people out there willing to tell you the world is coming to an [...]

The Cleanest Dirty Shirt

By |2022-10-26T13:51:54-04:00October 26th, 2022|Alhambra Research, Currencies, Economy, Markets|

The Cleanest Dirty Shirt It’s easy to overestimate the problems the United States faces while underestimating its strengths. The challenges are certainly significant. Politics have seldom been so divisive. The government is running an annual deficit of over a trillion dollars, with a total debt many times that. Inflation has spiked. The Fed has been hiking interest rates at a [...]

SPECIAL REPORT: Follow The Money Series – Dawn Of A New Era

By |2022-10-24T10:10:45-04:00October 24th, 2022|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Special Reports, Stocks|

With inflation recently hitting a high not seen since 1981, it is now apparent that the factors that drove the disinflation trend of the last four decades are coming to an end. Globalization and demographics, the two big factors that combined to hold down prices and wages for so long, are reversing, and so too is the downtrend in prices, wages, [...]

Weekly Market Pulse: Did Powell Just Blink?

By |2022-10-24T06:28:12-04:00October 23rd, 2022|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

Did Jerome Powell blink last Friday? It was just before the market open Friday and interest rates were jumping higher, as they had all week. The 10-year Treasury yield was up to 4.33%, another 11 basis points higher than the previous close and 32 basis points higher than the previous week's close. Then, "the article" hit the front page of [...]

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