Markets

Weekly Market Pulse: I Don’t Know

By |2025-02-03T07:44:58-05:00February 2nd, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

By the time you read this, markets around the world will be reacting to the Trump administration's imposition of tariffs on Canada and Mexico and additional tariffs on China. I don't know what exactly that reaction will be although it seems unlikely to be positive, at least initially. Regardless of the market reaction, investors need to be careful not to [...]

Weekly Market Pulse: Is The Honeymoon Over Already?

By |2025-01-27T06:28:09-05:00January 26th, 2025|Markets|

President Trump's first week on the job was a good one for markets. The S&P 500 was up 1.75%, with tech stocks taking the lead as the President welcomed a group of leading technology CEOs to D.C. to announce big investments in AI. Well, not so much to announce as to re-announce, since finding something new in the press release [...]

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